市场监管总局附加限制性条件批准新思科技公司收购安似科技公司股权案 智通财经7月14日电，市场监管总局发布关于附加限制性条件批准新思科技公司收购安似科技公司股权 案反垄断审查决定的公告。鉴于此项经营者集中在全球和中国境内光学软件、光子软件市场、部分 EDA软件市场和设计IP市场具有或者可能具有排除、限制竞争效果，根据申报方提交的附加限制性条件 承诺方案，市场监管总局决定附加限制性条件批准此项集中，要求集中双方和集中后实体履行如下义 务： （三）遵守所有现有客户合同，包括价格和服务水平条款。不得终止现有客户合同，不得拒绝中国客户 续签现有客户合同的要求，公平、合理、无歧视地向中国客户供应主要用于寄生分析、晶体管级电源完 整性分析和功率器件分析的新思科技EDA产品和安似科技EDA产品。 （四）不得以任何方式捆绑搭售交易双方相关产品，不得阻碍或限制客户单独购买或使用新思科技或安 似科技相关产品，不得在服务水平、价格或功能等方面对客户差别对待。 （五）继续支持安似科技相关EDA产品或主要用于寄生分析、功率器件分析和晶体管级电源完整性分 析的新思科技相关EDA产品所支持的行业标准格式。 （六）继续维持并应中国客户要求续签 ...

Core Viewpoint - The Chinese regulatory authority has suspended the antitrust review of Synopsys' acquisition of Ansys, adding uncertainty to the deal amid escalating US-China technology tensions [1][2]. Group 1: Acquisition Details - Synopsys announced a final acquisition agreement with Ansys on January 16, 2024, with a total transaction value of approximately $35 billion, where Ansys shareholders are expected to hold about 16.5% of the new company post-merger [1]. - The merger is viewed as a "strong alliance," combining Synopsys' significant position in the EDA (Electronic Design Automation) sector with Ansys' expertise in industrial simulation software, which spans various industries including automotive, aerospace, and electronics [1]. Group 2: Regulatory Environment - The suspension of the antitrust review by Chinese regulators is seen as a cautious decision influenced by the US's recent export control measures targeting China's semiconductor industry, which has led Synopsys to halt sales and technical support activities in China [2]. - Analysts suggest that the Chinese regulatory stance is a response to US actions perceived as attempts to restrict China's chip design capabilities, indicating a need to maintain market competition and assert technological sovereignty [2]. Group 3: Global Antitrust Review Progress - Prior to the suspension, the UK's Competition and Markets Authority (CMA) and the European Commission expressed concerns that the merger could weaken competition in specific markets related to digital chip RTL power analysis software and optical software [3]. - To address these concerns, Synopsys and Ansys proposed several remedial measures, including divesting Ansys' RTL power analysis business and selling Synopsys' optical solutions group, which helped alleviate regulatory worries in Europe [3]. - Despite the ongoing uncertainties, 21 brokerages, including Berenberg, continue to maintain a "buy" rating for Synopsys, although the market remains cautious about the future of the transaction [3].