特朗普政府于5 月28 日发布了一项新规定,禁止包括新思科技(SNPS US,未评级)、Cadence(CDNS US,未评级)和西门子(SIEGY US,未评级)在内的头部EDA 软件公司向中国企业出售产品。这一行为标志着美中技术脱钩趋势的进一步升级。EDA 在芯片设计中至关重要。据路透社报道,目前海外供应商在中国市场占据70%的份额。我们认为这一政策将加快中国EDA 的国产替代进程。在短期内,...
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