The United States starts with the "mother of chip"!How does EDA software affect the entire semiconductor industry?

According to the Financial Association, the US Department of Commerce issued a temporary final regulation on Friday to design the ECAD software necessary for the design of the GAaFet (full grid field effect crystal tube) structural integrated circuit; Four technologies such as the pressure gain (PGC) used by the gas turbine engine to implement new export control.

It is reported that GAAFET transistor technology is a more advanced technology than FinFET transistor. FINFET technology can achieve up to 3nm, while GaaFet can achieve 2nm. Oxidation (GA2O3) and diamond are the fourth -generation semiconductor materials that are generally concerned.

Photo source: Photo Network 501123322

What is the influence of EDA software restrictions? It is as strong as Samsung, and its 3nm GAA architecture process technology that has just been broken in June is also completed with the full assistance of EDA software such as ANSYS, SynopSys, Cadence, and other EDA software. Without the cooperation of EDA software, it is more difficult to break through the architecture and process restrictions.

The United States implements new export controls on four technologies such as EDA tools

According to the Finance News Agency, on Friday, local time, the U.S. Department of Commerce Industry and Security (BIS) disclosed a temporary final decision on the federal communiqué, involving advanced semiconductors, turbine engines and other fields.

Source: Federal Communist

According to the bulletin, the US Industry and Security Agency decided to implement amendments to the "Ministry of Commerce Control List" (CCL) and the "Export Management Regulations" (EAR) to control four technologies.

Alan Estevez, the deputy minister of the US Department of Commerce in charge of industry and security, said that technologies such as semiconductors and engines can be faster, more efficient, longer, and technological progress running under worse conditions. "Change the rules of the game".

It is reported that the technology of being upgraded to export control this time includes:

Wide -zone semiconductor materials (GA2O3) and diamonds: nitride and silicon carbide are the main materials for producing complex microwave, millimeter wave equipment, or high -power semiconductor devices. The potential of oxidation and diamonds can create more complex equipment while tolerate higher voltage or temperature.

EDA software that develops GAAFET (whole grid field effect crystal) structural integrated circuit: Electronic Computer Auxiliary Software (EDA/ECAD), which is used to design, analyze, optimize and verify the performance of integrated circuit or printing circuit boards. As a successor of FinFET, GAAFET (whole grid field effect crystal tube) is considered a key technology for mass production of 3nm and below. BIS is also soliciting public opinions to determine which ECAD specific features are particularly suitable for designing GAAFET circuits to ensure that the US government can effectively implement this control.

Pressure gain combustion technology (PGC): This technology has the potential to improve the efficiency of more than 10%of the gas turbine engine, and potentially affects aerospace, rockets and ultra -high -speed missile systems. PGC technology uses a variety of physical phenomena, including resonance pulse burning, fixed -capacity combustion, and burst, resulting in an increased effective pressure through the burner, and the consumed amount of combustion is the same. BIS is currently unable to confirm that any engine in production has used this technology, but there are currently a large number of studies pointing to potential production.

How important is the EDA of the "Mother of the Chip"?

According to Tianfeng International Research Report, EDA is Electronic Design Automation (electronic design automation), known as the "mother of chip".

If the chip manufacturing is compared to building a building, the IC design is the design drawing of the building. The EDA software is the design tool for this drawing, but the EDA software is higher than the complexity of the architectural design software.

Using EDA tools, electronic designers can design electronic systems from concepts, algorithms, protocols, etc., and can analyze electronic products from circuit design, performance analysis to the entire process of designing IC or PCB landscapes, and automatically process it on the computer. And it is one of the strategic basis that runs through the entire integrated circuit industry chain. EDA technology can be widely used in electronics, communication, aerospace, machinery and other fields.

Photo source: Photo Network 401116818

Therefore, in general, EDA is the "small and fine" link in the field of integrated circuit industry, with a small output value but extremely important. According to the data of the Sidi think tank: From 2018-2020, the global EDA market size increased from US $ 6.22 billion to US $ 7.23 billion, with a compound annual growth rate of 7.81%. It is not worth mentioning relative to the integrated circuit industry of hundreds of billions of dollars, but if this product is missing, all chip design companies in the world have to stop.

The first echelon: At present, the EDA industry has a high market concentration and is monopolized by the three international EDA giants: SynopSys (Sini Technology), Cadence (铿 铿 第一), Mentor Graphics (Ming Dao International) (2016 by Germany by Germany Siemens acquisition).

The three EDA giants have absolute dominance. The market share of its products in the country has reached 85%, and its products have their own characteristics. The respective IP focus and advantages are different. Therefore, many front -line chip design vendors have different EDA IPs of two or three manufacturers to design chips at the same time. The second echelon: ANSYS, Silvaco, Aldec Inc, and Huada Nine Days. This type of enterprise has a full process of specific fields and is relatively leading in local fields.

Third echelon: ALTIUM, Concept Engineering, Introduction Electronics, Guangliwei, Sirx, DOWNSTREAM Technologies, etc. represented. The layout of this type of enterprise on EDA is mainly based on point tools, and the lack of EDA -specific field products.

EDA domesticization is far away

According to the research report of open source securities, the support of the localization policy of the beneficiary integrated circuit increased from 6.24%in 2018 to 11.48%in 2020.

According to the China Electronics News, the two EDA companies of Huada Nine Days and Jeonun Electronics have landed on the A -share market, and have achieved excellent performance on the first day. It is in a clear comparison with the situation of some semiconductor companies listed in the previous period. The capital market is optimistic about the EDA industry. Under the blessing of new technologies and new applications such as artificial intelligence and 3D packaging, the new growth space of the EDA industry is being opened.

On July 29, the domestic EDA leader Huada officially landed on the GEM. On the first day of listing, it rose 126%, and the market value exceeded 40 billion yuan in one fell swoop. Guanglian landed on the GEM on August 5, and the closing price increased by 156%from the issue price. On the same day, Jeonun Electronics rose 12.86%.

EDA's stock market performance shows the toughness of the trend. Huaxi Securities Research Report pointed out that EDA tools are necessary tools for integrated circuit design, manufacturing, packaging, testing and other work, and need to be continuously updated. The industry's awareness of the urgency and necessity of my country's EDA industry has increased significantly.

However, a new problem, that is, the small and scattered problems of the domestic EDA industry also appeared.

In the previous interview, Lin Kapeng, a senior vice president of Guoweistin, pointed out that the current domestic EDA industry is in the early stage of industry development. The product is not comprehensive enough to cover the entire EDA industry chain with the power of any family. The product that is difficult to provide a full process is the main problem of domestic EDA companies.

In response to this situation, Yang Yan, director of Xinhuazhang Technology Products and Business Planning, believes: "In the early stages of development of domestic industries," domestic industries should pay more attention to advocating 'openness', strengthening the collaboration between enterprises. The industry ecology is improved to improve the efficiency of chip verification. In the early stages of EDA companies, domestic EDA companies should not be greedy for more, but concentrated their efforts to be their best part of their best, and jointly build an open and prosperous ecosystem. "

Edit | Wang Yuelong Gai Yuanyuan

School pair | Cheng Peng

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