国产EDA发展

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美国全面断供EDA,谁影响最大?谁却没影响?
是说芯语· 2025-06-02 09:19
其实,老美拿着EDA搞事情,已经很多年了,之前是点对点,针对特定的国内单位和公司。 比如说,2018年, 美国 禁止 中兴 使用EDA工具。再比如, 2019年,华为海思 被列入实 体清单后,被迫切断与美国EDA公司的合作。这次就明确了针对全部中国客户。 以下文章来源于龙科多 ,作者龙科多 龙科多 . 深度科技观察,聚焦半导体、操作系统等底层技术。内容全平台发布。 今天聊聊最新的美国EDA禁令。龙科多认为,美国此举基本无法起到多少制裁作用, 利好国 产EDA发展 。但这个事,还是值得具体说道说道。 最近,《纽约时报》 等多个外媒称,美国商务部已向包括Cadence、新思科技和西门子等全 球领先的EDA公司发出通知,要求停止向中国供应EDA技术。 Cadence、新思科技 都是美国公司,西门子是德国公司。消息一出,国内还是非常关注。有 一些人士认为不大可能,认为报道不准确。 不过,外媒陆续报道 ,上述三家EDA公司都对外发布公告,表示收到了美方的通知。这下, 基本做实了。 EAD工具,主要是用于 半导体制造测试的设计和验证,以及监控性能和质量。 如果再细分, 包括 模拟IC设计与验证、数字IC设计与验证,晶圆制 ...
挨骂也要说:美国EDA全面暂停,中国该如何应对
是说芯语· 2025-06-01 09:13
Core Viewpoint - The recent BIS requirement for EDA companies to suspend all business with Chinese clients is significant, but its actual impact may be limited due to the presence of numerous domestic EDA companies in China [1][4]. Group 1: EDA Market Overview - The global EDA market is dominated by three major companies, which account for over 70% of the market share, and even more than 80% in China [1][2]. - Despite the dominance of these three companies, there are over 60 domestic EDA companies in China, which is a surprising number that exceeds the total number of global EDA firms [2][3]. Group 2: Challenges for Domestic EDA - Domestic EDA tools have been developed, but their usability and effectiveness remain questionable, particularly in advanced process nodes [2][3]. - The EDA industry faces a paradox where tools that are less used tend to be of lower quality, making it difficult for new entrants to improve their offerings without substantial industry adoption [3][4]. Group 3: Implications of BIS Regulations - The BIS regulations could provide an opportunity for domestic EDA companies to gain traction as fabless companies in China may have no choice but to use local tools [4][5]. - However, the complete reliance on domestic technology without the ability to utilize imported technology could lead to significant setbacks for the Chinese semiconductor industry [5][6]. Group 4: Current State of Semiconductor Production - The current ability to design and produce chips in China relies heavily on imported equipment and materials, indicating that a complete decoupling from foreign technology is not feasible at this time [6][7]. - The use of imported EDA tools is critical for the success of Chinese fabless companies, as they require close collaboration with foundries for design verification [6][7]. Group 5: Long-term Concerns - There is a growing concern that the window for utilizing foreign technology is closing, which could pose a significant risk if domestic capabilities do not catch up in time [9][10]. - The industry must accelerate the development of domestic technologies while also finding ways to extend the use of imported technologies as long as possible [9][10].