Core Viewpoint - Cadence has welcomed VLAB Works, a division of Australian Semiconductor Technology Company (ASTC), enhancing its capabilities in virtual platform development and system verification [1][3]. Group 1: Partnership and Integration - The integration of VLAB with Cadence's Helium Virtual and Hybrid Studio, Xcelium, Palladium, and Protium platforms strengthens the long-standing partnership between Cadence and ASTC [3]. - VLAB's advanced multi-threaded virtual models will significantly assist OEMs and Tier 1 software teams in accelerating the development of next-generation automotive software stacks [3]. Group 2: VLAB Works and Its Capabilities - VLAB Works has been dedicated to improving embedded software development for OEMs and Tier 1 companies for 15 years, and its addition to Cadence will enhance the development and deployment of VLAB tools [4]. - VLAB's virtual development environment (VDE) supports various embedded architectures and is already deployed among leading automotive OEMs and Tier 1 suppliers [3][4]. Group 3: Historical Context and Expertise - ASTC, originally part of Motorola, has evolved into a global company with expertise in virtual platform modeling and tools, particularly in automotive-grade MCU and ECU virtual platforms [6][8]. - The company has a strong focus on mobile platforms, having completed complex operating system porting for mobile/multimedia applications [9]. Group 4: Impact on Automotive Industry - The deployment of VLAB MCU virtual prototypes allows automotive companies to prepare their ECU software six months in advance, ensuring timely readiness for winter testing and avoiding delays in market launch [10].

Core Viewpoint - Keysight's ML Optimizer offers a revolutionary solution for semiconductor parameter extraction, addressing the complexities and inefficiencies of traditional optimization methods [2][29]. Group 1: Challenges in Parameter Extraction - The complexity of semiconductor device models has increased, making parameter extraction a significant challenge due to the large number of interrelated parameters [6][11]. - Traditional optimization algorithms, such as Newton-Raphson and Levenberg-Marquardt, often get trapped in local optima, leading to suboptimal extraction results [7][9]. Group 2: Introduction of ML Optimizer - Keysight introduced the ML Optimizer, which utilizes machine learning techniques to dynamically learn the optimization space, allowing for simultaneous optimization of over 40 parameters and multiple target plots [12][13]. - The ML Optimizer is designed to be robust against noise and does not rely on gradient information, making it more effective in non-convex spaces [12][13]. Group 3: Practical Applications and Benefits - In practical applications, the ML Optimizer demonstrated its efficiency by achieving good fitting for a diode model in approximately 300 trials, regardless of initial conditions [16]. - For the GaN HEMT model, the ML Optimizer completed parameter extraction in under 6000 trials within minutes, showcasing its speed and effectiveness [17]. - The optimizer enhances convergence and robustness through an integrated cost function, allowing it to handle complex models like BSIM4 and ASM-HEMT [18][19]. Group 4: Summary and Future Outlook - The ML Optimizer significantly simplifies the parameter extraction process, reducing modeling time from several days to just hours while improving fitting quality and consistency [29]. - The tool was showcased at IC-CAP 2025, with a recorded webinar available for further insights and demonstrations [23].

Al Expert Call #42 Takeaways EQUITY: TECHNOLOGY US EDA software restrictions and impact on China Quick Note We hosted our Al Expert Call Series #42 on 13 June, featuring "US EDA software restrictions and impact on China". On 29 May, Reuters reported that the US government had notified the US EDA software companies to get licenses for supplying to China customers (news). The expert shared his views on the progress and impact of EDA export control, global/China EDA market size and competition landscape, as we ...

环球市场动态 新 型 政 策 性 金 融 工 具 将 带 动 财 政 加 速 发 力 股 票 中美第二日磋商进展顺利，达成贸 易框架，中国市场周三整体走强， 券商股引领大市，港交所上市大湾 区企业或可在深交所挂牌；海外市 场趋于谨慎，欧洲股市未能守住盘 初涨幅；美国 5 月 CPI 低于预期， 美股早盘升至三个月最高水平后出 现获利回吐，最终小幅走弱。 外 汇 / 商 品 在美中贸易谈判接近成功、以及美 伊新一轮核协议对峙的推动下，周 三国际原油价格大幅上涨；美国通 胀数据低于预期，强化了投资者对 美联储降息的押注，助推金价上扬。 固 定 收 益 周三美国国债上涨，低于预期的通 胀数据以 10 年期美债强劲招标结 果带来提振。亚洲债券市场持续稳 健，韩国和东南亚债市表现突出， 中国投资级债券利差收窄 2-4 个基 点。 产品及投资方案部 注：bp/bps=基点；pt/pts=百分点 中信证券财富管理 (香港) 免责声明请参考封底 2025 年 6 月 12 日 新思科技 (SNPS US; 500.73 美元; 目标价: 643 美元) 当季业绩超预期，出口管制影响存在不确定 性。受益于下游 AI&HPC 强 ...

EDA：断供背景下国产替代曙光已现 2025-06-11 EDA：断供背景下国产替代曙光已现 原创 来觅研究院 RimeData 来觅数据 撰稿 李沛瑶 2025-06-11 导读：2025 年 5 月，外媒突传美国对中国 EDA 工具开始了新一轮的出口管制，意在限制我国先进制程 的突破。EDA 工具已成为国家战略安全和科技自主进步的重要抓手，它是半导体产业链最上游、壁垒最 高的环节之一，承载着从芯片功能设计到物理实现的全流程。目前国内 EDA 工具现状如何？国产替代的 难度在哪？相关投融趋势有何变化？本文尝试分析和探讨。 EDA 断供始末 EDA（Electronic Design Automation ，电子设计自动化）是一种利用计算机辅助设计（CAD）软件来 完成超大规模集成电路芯片的设计、仿真和测试等一系列设计工作的软件工具。EDA 工具在芯片设计中 有不可替代的核心作用，涵盖前端设计、后端设计、制造衔接的全流程，是复杂芯片设计的唯一途径。 美国对 EDA 工具的出口管制始于对中国半导体产业的战略遏制。2019 年，美国将华为列入实体清单， 并启动对华为的 EDA 断供。2022 年 8 月，美国商务 ...

最新一期业绩显示，2025年一季报，公司实现营业收入9142.40万元，同比11.75%；净利润150.41万 元，同比104.12%，销售毛利率95.64%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)11概伦电子-199.60-120.625.91115.76亿行业平均 110.96128.118.12113.65亿行业中值79.0280.413.8655.28亿1盛邦安全-1559.141511.682.5424.62亿2拓维信 息-924.06-378.8415.01380.73亿3国新健康-647.27-971.347.41100.78亿4任子行-622.44-110.337.0943.72亿5 观想科技-413.92-403.064.4735.11亿6达实智能-360.04270.392.0969.98亿7*ST汇科-233.36-207.617.2044.00 亿8银之杰-209.22-199.8849.71258.07亿9数字人-206.03-378.606.6015.75亿10延华智能-202.96- 203.6610.2343.37亿 本文源自：金融界 6月10日，概伦电子今日 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 20% compared to the benchmark index within the next six months [5][13]. Core Insights - The domestic EDA (Electronic Design Automation) industry is expected to accelerate its growth due to recent supply chain disruptions affecting major global EDA suppliers, which will likely enhance the company's market position and innovation capabilities [3]. - The company plans to acquire 100% of Chip and Semiconductor Technology Co., Ltd. to fill critical gaps in its tool offerings and create a comprehensive solution from chip to system level, aligning with industry trends towards system-level optimization [4]. - Revenue projections for the company are optimistic, with expected revenues of 1.595 billion, 2.081 billion, and 2.712 billion yuan for the years 2025, 2026, and 2027 respectively, alongside net profits of 201 million, 302 million, and 414 million yuan for the same years [5][9]. Company Overview - The latest closing price of the company's stock is 122.91 yuan, with a total market capitalization of 66.7 billion yuan and a total share capital of 543 million shares [2]. - The company has a low debt-to-asset ratio of 11.1% and a high price-to-earnings ratio of 614.55, indicating a strong financial position but also a potentially overvalued stock [2].

证券研究报告：计算机 | 公司点评报告 股票投资评级 买入 |维持 个股表现 2024-06 2024-08 2024-11 2025-01 2025-03 2025-06 -15% -1% 13% 27% 41% 55% 69% 83% 97% 111% 125% 概伦电子 计算机 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 27.66 | | | --- | --- | --- | | 总股本/流通股本（亿股）4.35 | / 1.78 | | | 总市值/流通市值（亿元）120 | / 49 | | | 52 周内最高/最低价 | 31.79 / 12.55 | | | 资产负债率(%) | 20.0% | | | 市盈率 | -125.73 | | | 第一大股东 | KLProTech | H.K. | | Limited | | | 筹划通过发行股份及支付现金购买锐成芯微 100%和纳能微 45.64%股份，构建"EDA+IP"双引擎。参照国际 EDA 巨头如新思科技 和铿腾电子的发展路径，EDA 和 IP 的深度协同是领先 EDA 企业发展 的必经之路，也是推动集成电 ...

互联网上最不给 "军儿" 面子的人是谁，除了这几天余承东隔空喊话，我觉得还有一个人大家可能想不到， 那就是川普。 五月底小米刚发布了玄戒芯片，结果没几天，美国人就抡起制裁大棒，打算给新出炉的中国芯片产业 上上强度。 据央视报道，商务部证实美国在日内瓦经贸会谈后，陆续新增出台多项对华歧视性限制措施， 包括发布AI 芯片出口管制指南、停止对华芯片设计软件（EDA）销售等。 以下文章来源于差评X.PIN ，作者差评君 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 虽然这很可能并不是针对小米，而是针对整个中国芯片产业，但这前后脚的关系嘛，也不免让有些网友无 端联想。 不过，真要仔细盘盘这次美国佬的禁令， 其实更严重的地方不是针对华为小米之类的某家企业，而是对中 国EDA软件和设备的全面断供。 啧啧啧，以前是卡光刻机，不想让咱造出来芯片，现在更离谱了，连芯片设计图都不给你画。具体 怎么个事呢，问题就出在EDA这个听着陌生、却能要了芯片"命"的玩意儿上。 实际上，这EDA之所以重要，关键在于它不是一个孤零零的软件，而是一整套工具链+现成IP模块库。 ...

新科技、双循环 - 科技战"紧"、关税战 "松"20250608 摘要 中美元首通话释放积极信号，工程机械行业龙头企业如三一重工、徐工 机械等受益，预计全年内需和海外市场均增长 10%-20%，利润端增长 20%-30%。 特斯拉人形机器人团队国内审厂，产业链订单逐步明朗，浙江荣泰、五 洲新春、金沃股份等确定性零部件供应商将迎来发展机遇，关注低估值 龙头华翔股份。 工程机械行业内销增速回调，但海外出口向好，龙头企业全年业绩增长 预计可达 20%-30%，甚至更高，股价回调或是投资良机，同时关注无 人物流车领域。 特斯拉人形机器人硬件技术趋于定型，未来发力软件和大脑主导领域， 核心团队负责人变动预示发展方向转变。 出海链条中，巨星科技、杰瑞股份、涛涛车业、华通线缆、捷昌驱动等 公司表现优异，华通线缆非洲项目有望超预期。 Q&A 当前科技战和关税战的形势如何变化？对相关行业有何影响？ 目前，科技战仍在持续加紧，而关税方面则趋于宽松。例如，芬太尼关税等政 策有所放松，中美领导人近期的互动也显示出这一趋势。在此背景下，自主可 控的科技路线仍需重视。对于出口链条中前期受挫较大的部分，可以适当关注 其调整机会。此外，全球 ...