11月20日，成都中国西部国际博览城人头攒动。在2025集成电路发展论坛（成渝）暨三十一 届集成电路设计业展览会（ICCAD-Expo 2025）现场，硅芯科技的展台前聚集了不少业内人 士，这家专注于2.5D/3D堆叠芯片EDA的公司，正在展示着一套3Sheng Integration的自研平 台。 据了解，这套平台实现了三维堆叠芯片的系统级规划、物理实现与分析、可测性与可靠性设计等， 集成"系统-测试-综合-仿真-验证"五引擎合一，具有统一数据底座，支持三维异构集成系统的敏捷 开发与可定制化的协同设计优化，并在多个功能和性能上具有独创性。 与国内70多家传统EDA公司不同，硅芯科技从创业第一天起就没有选择跟随传统流程，而是直接 切入2.5D/3D堆叠芯片EDA这个全新领域。这背后有什么考量？ "硅芯科技的初始团队从2008年就开始在英国做3D IC的EDA研究，"赵毅解释道，"那个时候行业 里还没有2.5D、没有Chiplet这些概念，基本上都是从3D IC起家。" 这个早期积累至关重要。更关键的是，当时团队就与比利时IMEC深度合作——这家机构拥有世界 上最早的堆叠芯片先进封装工艺产线。"我们一开始就把E ...

Core Insights - The collaboration between NVIDIA and Synopsys aims to integrate advanced computing technologies, including AI-assisted engineering and digital twin platforms, to enhance Synopsys' product offerings and accelerate market strategies [2][11] - NVIDIA's $2 billion investment in Synopsys at a price of $414.79 per share signifies a long-term commitment to this partnership, which is expected to reshape the engineering simulation landscape [1][11] Group 1: Collaboration Details - The partnership will leverage NVIDIA's GPU technology to enhance Synopsys' EDA, simulation, and multiphysics product lines, moving beyond traditional CPU dominance in chip design [1][2] - Synopsys plans to utilize NVIDIA's tools to accelerate various engineering processes, including chip design, physical verification, and optical simulation [2][3] - The collaboration is characterized by its broad scope, aiming to integrate multiple engineering phases from transistor-level design to final physical products [2][11] Group 2: Technical Aspects - Both companies acknowledge that while some workloads currently utilize GPUs, significant algorithmic restructuring is necessary to fully capitalize on GPU acceleration [4][5] - The transition to GPU-accelerated workflows is expected to be gradual, potentially extending into 2026 and 2027, as deeper structural changes are required for multiphysics and electromagnetic workflows [5][7] - The focus on AI integration is crucial, as it will enhance Synopsys' AI technology stack and improve applications in solvers, simulators, and digital twins [7][19] Group 3: Market Opportunities - The collaboration is seen as a way to expand the simulation and modeling market by lowering costs and speeding up processes, which could lead to increased adoption across various engineering sectors [11][12] - Synopsys' recent acquisition of Ansys highlights its ambition to lead in multiphysics simulation, which is relevant across multiple industries beyond semiconductors [11][12] - The potential for significant growth in simulation demand is noted, especially if industries shift towards virtual-first workflows due to enhanced computational capabilities [12][25] Group 4: Customer Integration - The integration of accelerated workflows into customer environments remains a key focus, with Synopsys emphasizing its existing relationships across various sectors [14][15] - The specifics of how Synopsys will package and deliver its accelerated tools are still unclear, raising questions about pricing and deployment models [14][15] - NVIDIA's hardware is expected to be well-suited for these workloads, while cloud deployment is seen as a critical avenue for customers lacking high-density computing resources [15][17] Group 5: Neutrality and AI Integration - Concerns about potential bias towards NVIDIA hardware due to the investment were addressed, with both companies affirming that Synopsys' tools will continue to support multiple hardware environments [17][18] - The role of AI in engineering workflows is positioned as a complementary layer rather than a replacement for traditional solvers, emphasizing the need for verified numerical methods [19][20] - AI is expected to enhance design exploration and automate repetitive tasks, but physical solvers will remain foundational in production workflows [20][21]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301269 证券简称：华大九天 公告编号：2025-061 北京华大九天科技股份有限公司 第二届董事会第二十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 北京华大九天科技股份有限公司（以下简称"公司"或"华大九天"）第二届董事会第二十次会议通知于 2025年10月24日以电子邮件等方式向各位董事发出，会议于2025年12月3日在公司会议室以现场及通讯 相结合的方式召开，本次会议应出席会议董事11人，实际出席会议董事11人，其中董事刘伟平、张尼、 阳元江、张帅、刘方园、张亚滨以通讯方式参加本次会议，公司监事及其他高级管理人员列席本次会 议。本次会议由董事长刘伟平先生主持。本次会议的召集、召开及表决程序符合《公司法》及《公司章 程》的有关规定。 二、董事会会议审议情况 经与会董事审议表决，本次会议审议通过了以下议案： 1、审议通过《关于发起设立天津中湾芯盛管理咨询合伙企业（有限合伙）暨关联交易议案》 为满足公司战略发展需要，持续深化公司在EDA领域的投资布局，在 ...

华大九天（301269）(301269.SZ)发布公告，为满足公司战略发展需要，持续深化公司在EDA领域的投 资布局，在不影响公司日常经营及发展、有效控制投资风险的前提下，公司与广东横琴粤澳深度合作区 中济湾企业管理有限公司(以下简称"横琴中济湾")、天津滨海新区创业风险投资引导基金有限公司(以下 简称"引导基金")共同发起设立天津中湾芯盛管理咨询合伙企业(有限合伙)(暂定名，以市场监督管理部 门最终核准登记的名称为准，以下简称"中湾芯盛")。中湾芯盛总认缴出资额11,001万元，其中华大九天 投资10,000万元，投资完成后持有其90.9008%的合伙份额。 ...

每经AI快讯，12月3日，华大九天（301269）(301269.SZ)公告称，公司与广东横琴粤澳深度合作区中济 湾企业管理有限公司、天津滨海新区创业风险投资引导基金有限公司共同发起设立天津中湾芯盛管理咨 询合伙企业(有限合伙)，总认缴出资额11,001万元，其中华大九天投资10,000万元，投资完成后持有其 90.9008%的合伙份额。引导基金为公司实际控制人中国电子信息产业集团有限公司控制的企业，因此 本次投资构成关联交易。该投资将用于投资数字芯片设计中硬件辅助验证领域的国内头部公司，以加速 形成完整的数字芯片前端设计与验证解决方案，从而加快实现数字电路设计全流程EDA工具的覆盖。 ...

Core Insights - NVIDIA is reinforcing its dominance in the artificial intelligence market through strategic investments and partnerships, including a $2 billion acquisition of Synopsys shares and an expanded collaboration to develop new AI-driven design tools [1][4]. Group 1: Strategic Partnership - NVIDIA and Synopsys have signed a securities purchase agreement, with NVIDIA acquiring 4,821,717 shares at $414.79 per share, totaling $2 billion [1]. - The partnership aims to address engineering challenges across various industries by combining NVIDIA's AI and accelerated computing capabilities with Synopsys' engineering solutions [1][2]. - The collaboration will focus on five key areas, including accelerating Synopsys applications and integrating agentic AI workflows [2]. Group 2: Technological Advancements - The partnership will leverage digital twin technology to connect physical and digital worlds, enhancing virtual design, testing, and validation across multiple sectors [3]. - Cloud solutions will be developed to provide GPU-accelerated engineering solutions, making them accessible to engineering teams of all sizes [3]. Group 3: Market Strategy - Both companies will jointly develop marketing plans to promote their solutions across various industries, utilizing Synopsys' extensive global network of sales and channel partners [3]. - The collaboration is not exclusive, as both companies continue to engage with the broader semiconductor and EDA ecosystem to create shared growth opportunities [5]. Group 4: Investment Landscape - NVIDIA has made significant investments recently, including a potential $100 billion investment in OpenAI and $15 billion in Anthropic, raising concerns about its influence over customers purchasing its chips [4]. - Synopsys' CEO stated that the funds from NVIDIA will provide flexibility in adapting their software to NVIDIA chips, clarifying that there are no commitments to purchase NVIDIA GPUs with the investment [4].

中国资产逆势走强，纳斯达克中国金龙指数收涨0.87%。霸王茶姬涨超6%，网易涨5%，阿里巴巴涨超 4%，新东方涨超3%，百度涨超2%。 根据一份声明，在这项为期多年的合作中，英伟达将协助新思科技实现以下目标：加速其计算密集型应 用产品组合的迭代、推进智能体人工智能工程技术研发、扩大云服务接入范围，以及联合制定市场推广 计划。 当地时间12月1日（周一），美股三大指数集体收跌，结束此前连续五个交易日的上涨趋势。截至收 盘，道指跌0.90%，纳指跌0.38%，标普500指数跌0.53%。 美股下跌 当地时间周一，美股三大指数结束此前连续五个交易日的上涨趋势。截至收盘，道指跌0.90%，纳指跌 0.38%，标普500指数跌0.53%。 板块方面，标普500指数十一大板块八跌三涨。公用事业板块、工业板块、医疗板块分别以2.35%、 1.49%和1.49%的跌幅领跌，能源板块和科技板块分别以0.91%和0.07%的涨幅领涨。 热门科技股涨跌不一。阿斯麦涨超2%，美光科技、英伟达、苹果、奈飞、AMD涨超1%，安森美半导 体、亚马逊小幅上涨；博通跌超4%，谷歌-A、英特尔、台积电、超微电脑、Meta、微软小幅下跌。 英伟达 ...

Core Insights - Nvidia has invested $2 billion in Synopsys, becoming its seventh-largest shareholder with a 2.6% stake [1][3] - The investment aims to enhance strategic collaboration between Nvidia and Synopsys, focusing on transforming design and engineering processes across various industries [3][4] Investment Details - Nvidia purchased Synopsys shares at $414.79 each, totaling $2 billion [3] - Synopsys' stock price rose by 4.85% to $438.29 per share, with a total market capitalization of $81.4 billion [1][3] Strategic Collaboration - The partnership will integrate Nvidia's AI and accelerated computing capabilities with Synopsys' engineering solutions, enabling faster, more precise, and cost-effective design and simulation of smart products [3][4] - Nvidia's CEO Jensen Huang emphasized the opportunity to expand into trillion-dollar industrial sectors, moving beyond consumer AI applications [3] Market Impact - Nvidia's stock increased by 1.65% following the announcement, while Synopsys saw a significant rise in its stock price [5] - Analysts suggest that Nvidia's influence in the AI-driven computing market will benefit both companies, enhancing Synopsys' credibility and allowing Nvidia to profit from Synopsys' stock appreciation [5] Technological Integration - The collaboration will leverage Nvidia's developer tools and code libraries to optimize Synopsys' applications in chip design and electronic design automation (EDA) processes [6] - The partnership aims to create advanced virtual design, testing, and validation solutions across various industries, including semiconductors, aerospace, automotive, and healthcare [6]

Group 1 - Nvidia has announced a strategic partnership with Synopsys, investing $2 billion to integrate AI computing technology into industrial design and engineering [1] - EDA tools are essential in the integrated circuit industry, serving as a strategic foundation for the entire supply chain [1] - The EDA industry is experiencing a shift towards AI, cloud integration, and system integration, driven by rising design costs in advanced processes [1] Group 2 - The EDA sector is expected to see a new wave of mergers and acquisitions in 2024, with major players like Synopsys, Siemens EDA, and Cadence enhancing their ecosystems through acquisitions [1] - Despite being dominated by three international giants, local EDA suppliers are gaining market share in China and excelling in specific niches [1] - Domestic EDA companies are rapidly improving their competitiveness through a combination of self-research and acquisitions, aiming for full localization of EDA tools [1] Group 3 - Notable domestic EDA leaders include Huada Jiutian, Gaon Electronics, Guangli Micro, Canxin Co., and Anlu Technology [1]

Core Insights - Nvidia announced an expansion of its strategic partnership with Synopsys, investing $2 billion to purchase common stock [1][4] - Following the announcement, Synopsys' stock price surged over 11% in pre-market trading, closing with a gain of approximately 4.85% [1] - The collaboration aims to integrate Nvidia's strengths in AI and accelerated computing with Synopsys' engineering solutions, enhancing the design, simulation, and verification of smart products [1][3] Company Overview - Synopsys is a leading Electronic Design Automation (EDA) company based in California, specializing in silicon design and verification [3] - The company's software is crucial for designing complex layouts of billions of transistors and connectors in modern chips, particularly for AI systems [3] Strategic Importance - Nvidia's CEO, Jensen Huang, described the partnership as a "revolutionary" industry transformation, emphasizing the shift from traditional software tools to GPU acceleration [5] - The industrial market, which Huang highlighted, represents a significant opportunity, with engineering software expenditures potentially reaching billions, while prototyping costs can be 10 to 20 times higher [5] Market Dynamics - The transition from CPU to GPU in supercomputing has dramatically shifted, with 90% of the world's scientific supercomputers now utilizing GPUs [6] - The partnership is expected to significantly reduce workload times, enhancing value delivery to customers [6]