EDA限制措施的潜在受益方
2025-06-02 15:44
May 29, 2025 01:00 AM GMT Empyrean Technology Co Ltd | Asia Pacific Potential beneficiary from reported EDA restrictions What's new? According to press reports, the Trump Administration has asked leading EDA players (such as Synopsys, Cadence and Siemens) to halt the shipment of tools to China, (link). Overnight Cadence (CDNS.N) stock was down 10.7% and Synopsys (SNPS.N) stock (both covered by Lee Simpson) was down 9.6%, underperforming S&P index (down 0.6%). See link to Synopsys note here (link). Our take: ...