美国放开对中国EDA销售

Core Viewpoint - The recent lifting of export restrictions by the U.S. government on EDA software for China is expected to impact the semiconductor industry positively, allowing companies like Synopsys and Siemens to resume sales and operations in China [1]. Group 1: Export Restrictions and Market Dynamics - On July 2, Synopsys received a notification from the U.S. Department of Commerce that export restrictions related to China have been lifted, effective immediately [1]. - Siemens also received a notification on the same day, allowing them to restore full access for Chinese customers to their EDA software and technology [1]. - The domestic EDA market is currently dominated by three international giants: Synopsys, Cadence, and Siemens EDA, while local companies have made some breakthroughs but have not yet formed a competitive landscape [1]. Group 2: Industry Preparedness and Future Outlook - A Shanghai semiconductor company confirmed receiving notifications from overseas EDA firms about the lifting of sales restrictions, indicating prior preparations by the company to secure three years of EDA software licenses [1]. - An industry insider noted that forming a complete toolchain will take a long time, as currently, multiple domestic companies are working separately on what a single overseas company can provide [1]. - The Chinese Ministry of Commerce expressed intentions to approve export applications for controlled items that meet conditions, signaling a potential for improved U.S.-China trade relations [1].