一、政策环境变化与行业影响近期,特朗普政府发布新规,禁止包括新思科技、Cadence和西门子在内的头部EDA软件公司向中国企业出售产品。这一举措标志着美中技术脱钩趋势的进一步升级。EDA工具是芯片设计中的关键环节,目前海外供应商在中国市场占据70%的份额。尽管短期内EDA出口禁令的影响难以量化,但该事件预计将加速中国EDA国产替代进程。二、贝克微的核心竞争力贝克微因其自主开发的EDA平台而免受出口...
Source Link一、政策环境变化与行业影响近期,特朗普政府发布新规,禁止包括新思科技、Cadence和西门子在内的头部EDA软件公司向中国企业出售产品。这一举措标志着美中技术脱钩趋势的进一步升级。EDA工具是芯片设计中的关键环节,目前海外供应商在中国市场占据70%的份额。尽管短期内EDA出口禁令的影响难以量化,但该事件预计将加速中国EDA国产替代进程。二、贝克微的核心竞争力贝克微因其自主开发的EDA平台而免受出口...
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