电子设计自动化软件(EDA)

Search documents
美国限制EDA供华?新思科技回应!
半导体行业观察· 2025-05-29 01:15
Core Viewpoint - The U.S. has ordered companies that provide software for semiconductor design to stop selling products to China without export licenses, indicating a significant tightening of export controls in the semiconductor industry [1][2]. Group 1: U.S. Export Controls - The U.S. Department of Commerce has notified electronic design automation (EDA) software manufacturers, including Cadence, Synopsys, and Siemens EDA, to halt supplies to China pending export license reviews [1][2]. - The review process will be conducted on a case-by-case basis, suggesting that this action is not a complete ban but rather a more stringent oversight of exports to China [1][2]. Group 2: Market Reactions - Following the announcement, Cadence's stock fell by 10.7% and Synopsys's stock dropped by 9.6% [2]. - Synopsys reaffirmed its revenue guidance for 2025, indicating that it has not yet received any formal notification from the U.S. Department of Commerce regarding export restrictions [3]. Group 3: Dependency on Chinese Market - Approximately 16% of Synopsys's annual revenue and 12% of Cadence's annual revenue are derived from the Chinese market, highlighting the potential financial impact of these export restrictions [3]. - The restrictions could significantly affect Chinese chip design clients that rely heavily on U.S. EDA tools, which are considered critical for advanced semiconductor design [3].