华大九天-管理层调研-本土 AI 芯片及存储客户 EDA 需求升温；全流程 EDA 业务扩张；评级：买入

Key takeaways 12 January 2026 | 9:10AM HKT Equity Research Empyrean (301269.SZ): Mgmt. visit: Rising EDA demand from local AI chips and memory clients; Full-flow EDA in expansion; Buy We hosted Empyrean's management in Beijing during our China Semis Tour on Jan 9. Key discussions focused on (1) Full-flow EDA tools expansion; (2) AI chips opportunities; (3) Expanding client penetration; and (4) EDA business model. Overall, management is positive on rising EDA orders from foundry, memory and AI chips clients, ...