电子行业周度点评报告：美国对华半导体技术封锁升级，EDA与IP核断供冲击中国芯片产业

Investment Rating - The report maintains an "Overweight" rating for the semiconductor industry, particularly focusing on domestic EDA companies [2]. Core Insights - The U.S. sanctions are implementing a comprehensive and precise strike through the ECCN classification system, affecting chip design, manufacturing, and verification, creating a multi-dimensional technology blockade network [8][9]. - The sanctions have led to significant challenges for China's semiconductor industry, including a 24-month delay and an increase of 520 million yuan in R&D costs due to the discontinuation of critical IP [10][11]. - Domestic EDA companies are expected to gain market share due to policy support and market demand, as they have achieved full-process coverage in areas like simulation and panel design [29]. Industry Tracking - The overall electronic industry showed mixed performance during the week of May 26-30, 2025, with the semiconductor sector declining by 1% and the components sector increasing by 2.21% [16][21]. - The optical and electronic sectors led the decline, with a drop of 1.27%, while the components sector was supported by a 2.69% increase in printed circuit boards [21][27]. Industry News - The U.S. plans to restrict EDA software exports, causing a collective surge in domestic EDA company stock prices [29]. - The largest silicon carbide wafer factory in Wuhan has commenced production, with an annual capacity of 360,000 pieces, aimed at meeting the demand for electric vehicle chips [55]. - Japan is planning to subsidize domestic companies for purchasing U.S. semiconductor products, which is part of broader trade negotiations [52].