9月帷幕拉开，国家会展中心即将迎来一场工业科技的狂欢—— 第25届中国工博会 ！其中新一代信息技 术与应用展不容错过，本次信息展以 "数字蝶变·智造新生" 为主题，汇聚了数智技术各方顶尖企业、行业大 咖。 新一代信息技术与应用展（ICTS） 200+全球高端集成电路及 工业软件企业亮相中国工博会！ 这一次，工博会首次设立 "集成电路展区" ，揭开算力背后的秘密——40+龙头企业、60+专精特新企业集结，全 产业链展示中国半导体自主突破与协同创新的硬核实力！另一边，"AI的叛逆"正在 工业智能与软件展区 上演。 从研发设计到生产控制，从工业互联网平台到AI赋能制造，曙光网络、炽橙、新思科技等大厂带你直面数智化 跃迁的震撼现场！ 200+全球顶尖企业 三大亮点展区 无数前沿技术 ······ 集成电路展区 工业智能体/工业软件展区 * 名单持续更新中，以实际情况为准 向上滑动阅览 5.2H-A009 上海陛通半导体能源科技股份有限公司 5.2H-A017 芯华章科技 5.2H-A018 上海启芯领航半导体有限公司 5.2H-A059 星奇（上海）半导体有限公司 5.2H-A060 上海集成电路材料研究院有限公司 ...

在人工智能推动下，各类终端智能系统复杂性提升，对产品设计准确与高效的需求也不限于半导体行 业。数据统计也表明，EDA企业收购版图已经从半导体设计、PCB设计等"基本盘"，逐步向整体电子系 统解决方案拓展，客户群体也开始覆盖非半导体客户；同时，系统模拟、仿真等能力也在显著扩容，对 系统化解决能力的需求与日俱增。 （原标题：又现重大并购！AI与EDA双向奔赴！） 在人工智能（AI）的驱动下，EDA（电子设计自动化）行业并购潮涌。向AI靠拢，与AI相拥，成为国 内外EDA企业共同的选择。 EDA行业最大并购案 近期，国家市场监督管理总局对新思科技收购Ansys给予有条件批准，这项高达350亿美元的交易正式落 地，成为EDA行业历史上最大的并购案。 这项交易被新思科技寄予厚望。资料显示，Ansys以工程仿真软件为主营业务，产品不仅包括与IC设计 相关的软件，也面向汽车、航空航天等领域的仿真模型，在仿真软件领域拥有高达42%的市场份额。收 购完成后，新思科技潜在市场规模将扩大1.5倍，在人工智能驱动下，满足客户在电路与物理两大领域 相互融合的相关需求。 "EDA的设计流程包含了设计、仿真、验证等环节。其中，仿真环节由于 ...

Core Insights - The EDA industry is experiencing a merger wave driven by artificial intelligence, with companies aligning their strategies towards AI integration [1] - The largest merger in EDA history, Synopsys' acquisition of Ansys for $35 billion, is expected to significantly expand market potential and enhance simulation capabilities [2] - EDA companies are increasingly focusing on expanding their capabilities beyond semiconductor design to include automotive and aerospace sectors [3] Group 1: Mergers and Acquisitions - Synopsys' acquisition of Ansys is a landmark deal, with Ansys holding a 42% market share in engineering simulation software, which will potentially increase Synopsys' market size by 1.5 times [2] - Cadence's acquisition of BETA CAE Systems for $1.24 billion and Siemens EDA's acquisition of Altair Engineering for $10.6 billion further illustrate the trend of EDA companies expanding their simulation capabilities [3] Group 2: AI Integration - The integration of AI into EDA processes is enhancing system-level optimization, moving from design process optimization to system technology optimization [4] - AI is being utilized to improve the design verification process, allowing for earlier intervention in chip development to reduce risks and enhance quality [5] - EDA tools are being developed to address the complexities of AI-driven chip designs, with a focus on improving data transmission efficiency and power management [5] Group 3: Industry Trends - The EDA industry is shifting towards a fully intelligent process, where AI covers the entire design, simulation, and verification chain, transforming engineers from operators to decision-makers [9] - There is a growing need for cross-scale collaboration to bridge gaps between system-level design and chip manufacturing [9] - Continuous technological innovation is expected to drive EDA advancements, with new processes, materials, and applications emerging [9]

Core Insights - The EDA industry is experiencing a merger wave driven by artificial intelligence (AI), with companies aligning their strategies towards AI integration [1][6] - Synopsys' acquisition of Ansys for $35 billion marks the largest merger in EDA history, expected to enhance market reach and capabilities significantly [1][2] - The trend of expanding EDA capabilities into high-end manufacturing sectors like automotive and aerospace is evident, as companies seek to leverage simulation technologies [2][3] EDA Industry Mergers - Synopsys' acquisition of Ansys is a pivotal move, as Ansys holds a 42% market share in simulation software, potentially increasing Synopsys' market size by 1.5 times [1][2] - Other notable acquisitions include Cadence's $1.24 billion purchase of BETA CAE Systems and Siemens EDA's $10.6 billion acquisition of Altair Engineering, indicating a broader trend of EDA firms expanding into non-semiconductor markets [2][3] AI Integration in EDA - The relationship between AI and EDA is evolving, with a shift from design process optimization to system-level optimization, driven by the complexities of modern chip architecture [3][4] - EDA companies are increasingly utilizing AI to enhance their system capabilities, which is crucial for supporting high-performance computing and AI applications [3][4] Challenges and Opportunities - The design verification process is moving earlier in the chip development cycle to mitigate risks and improve quality, necessitating advanced EDA tools [4][5] - The industry faces challenges such as data accessibility and the need for effective feedback mechanisms from end-users to improve AI model reliability [5][6] Future Trends in EDA - Predictions for the EDA industry include full-process intelligence, cross-scale collaboration, and continuous technological innovation, which will transform the role of engineers from operators to decision-makers [8][9] - The integration of AI in EDA tools is expected to enhance design analysis and performance evaluation, addressing issues like design errors and inefficiencies [7][8]

Company Overview - Synopsys (SNPS) shares increased by 3.6% to $569.1 in the last trading session, with a notable trading volume, and have gained 14.6% over the past four weeks [1] - The growth is driven by strong momentum in AI and HPC, positively impacting Synopsys' product segments, including Synopsys.ai, VSO.ai, and ASO.ai, which are seeing increased adoption due to productivity improvements [1] Earnings Expectations - Synopsys is expected to report quarterly earnings of $3.84 per share, reflecting a year-over-year increase of 12%, with revenues projected at $1.77 billion, up 16% from the previous year [2] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Synopsys is part of the Zacks Computer - Software industry, which includes other companies like OptimizeRx Corp. (OPRX), that recently closed 2.3% higher at $12.97, but has seen a -7.9% return over the past month [4] - OptimizeRx's consensus EPS estimate has also remained unchanged at $0.03, representing a 50% increase compared to the previous year, and it holds a Zacks Rank of 1 (Strong Buy) [5]

Core Viewpoint - Synopsys is expected to report strong fiscal second-quarter results driven by robust demand in AI and high-performance computing, despite some macroeconomic challenges impacting corporate budgets and currency exchange rates [3][7]. Financial Expectations - Non-GAAP earnings per share are anticipated to be between $3.37 and $3.42, with the Zacks Consensus Estimate at $3.39, indicating a 13% year-over-year increase [1]. - Revenue projections for the fiscal second quarter are between $1.585 billion and $1.615 billion, with the Zacks Consensus Estimate at $1.60 billion, reflecting a 10.10% increase from the previous year [2]. Growth Drivers - The performance is likely to benefit from strong demand in AI and high-performance computing markets, along with the momentum from Synopsys' expanded hardware-assisted verification (HAV) portfolio [3]. - The launch of next-generation HAPS 200 and ZeBu 200 systems, which offer up to 2x better performance, has reinforced Synopsys' leadership in HAV, with major customers like AMD, ARM, NVIDIA, and SiFive adopting these technologies [4]. - Advancements in agent AI are expected to enhance productivity across the industry, with continued adoption of Synopsys.ai driving significant growth [5]. - Development of IP for the global foundry ecosystem, particularly in security and encryption solutions, is also anticipated to positively impact results [6]. Challenges - Ongoing macroeconomic challenges and tightening corporate budgets are expected to partially offset the positive impacts of growth drivers [7]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for Synopsys, as it holds a Zacks Rank 3 and an Earnings ESP of 0.00% [8].