EMPYREAN(SZ:301269) 是说芯语·2025-12-05 02:53Core Viewpoint - Huada Jiutian (301269.SZ), a leading EDA company in China, has announced a partnership to establish Tianjin Zhongwan Xincheng Management Consulting Partnership, focusing on hardware-assisted verification in digital chip design, highlighting its strategic commitment to the digital chip verification field [1][4]. Group 1: Investment and Partnership - The total subscribed capital for the new partnership is set at 1.1001 billion yuan, with Huada Jiutian contributing 1 billion yuan for a 90.9008% stake, demonstrating its strong commitment to the digital chip verification sector [1]. - The partnership involves Guangdong Hengqin Yuemao Cooperation Zone Zhongjiwan Enterprise Management Co., Ltd. and Tianjin Binhai New Area Venture Capital Guidance Fund Co., Ltd. [1]. Group 2: Market Context and Strategic Importance - EDA is known as the "mother of chips," playing a crucial role throughout the chip design, manufacturing, and packaging processes, with hardware-assisted verification tools being essential for digital chip design [4]. - The complexity of AI chips and GPUs has led to the verification phase accounting for over 60% of the chip development cycle, making it a critical bottleneck in chip development [4]. - Huada Jiutian's investment aims to address this "key gap" in domestic EDA, focusing on leading companies in the hardware-assisted verification field [4]. Group 3: R&D and Competitive Positioning - In the first half of 2025, Huada Jiutian's R&D investment reached 365 million yuan, representing 72.84% of its revenue, resulting in the launch of 7 core tools and the development of 9 major solutions [4]. - The advanced packaging EDA platform can reduce the Chiplet design cycle by 60%, while the 3DIC physical verification platform fills a domestic gap, enhancing the company's tool coverage in the digital circuit process [4]. - The investment in hardware-assisted verification is expected to elevate the company's capabilities and narrow the gap with international giants in the EDA market [4][5].