EDA software is independent and controllable: How can domestic manufacturers break the situation in the face of the ban?

Recently, the U.S. Department of Commerce issued regulations to implement export controls for the EDA software necessary for designing GAaFet (full grid field effect crystal tube) structural integration circuit.

It is reported that the three major EDA companies are all American companies, and EDA software is also known as the "mother of chip". As a must -have tool for chip design, the lack of EDA software will make chip designers "difficult to do." So, exactly does the United States related ban affecting geometry? How do domestic manufacturers break the situation?

"Daily Economic News" reporter consulted related domestic manufacturers and industry experts in this regard. Guangliwei (SZ301095, the stock price is 110.38 yuan, and the market value is 22076 billion yuan) Zheng Yongjun chairman Zheng Yongjun replied to reporters on August 24: "From the perspective of the content of the EDA, it mainly involves the GAaFet structure (hereinafter referred to as" GAA ") integration. EDA software, which means that the domestic (GAAFET structure) advanced process development will encounter unprecedented difficulties, including technological progress of downstream consumer products, which will also encounter obstacles. "

Short -term impact is smaller

It sounds like the EDA ban may have impact on the chip design. In fact, GAA technology is still more advanced technology. At present, Samsung 3mi technology will use the GAA structure, and TSMC 3 -nanometer will still use the FinFET structure and wait for 2 nanometers to use the GAA structure.

Wang Pinzhen, a senior analyst at TMT Industry TMT Industry Institute, wrote a reporter in writing on August 20th that GAaFet EDA software is a necessary tool for achieving 3 nanometers and below. And the development of advanced processes below. At present, my country's wafer manufacturing is mainly concentrated in mature processes. The restrictions of advanced process EDA have a small impact on the domestic chip industry in the short term, but it will limit the development of advanced processes of Chinese chip design companies to a certain extent.

Regarding the impact of the EDA ban, Zheng Yongjun believes that from the macro perspective of the entire industrial chain, the scene that can be used at present is relatively limited, so the affected situation will not be particularly obvious in the short term, but in the long run, in the long run, Integrated circuit technology will continue to improve with market demand. Therefore, breaking through advanced process technology development is extremely necessary for the development of the domestic integrated circuit industry.

Comprehensive industry experts and chairman of the relevant fields of listed companies, this EDA ban has a small impact on the domestic industry chain in the short term, but long -term may affect the development of the development of domestic chip design companies.

At present, domestic manufacturers have involved advanced process development of GAA structure. Wang Pinzhen said that Chinese manufacturer Pansemi has a layout of products based on GAA technology and is used for mining machine chips. However, Wang Pinzhen also said that after all, GAA technology is still in the category of new technology, and the reliability of yields still needs to be verified by the market, and there are fewer Chinese manufacturers who are deployed at this stage.

Photo source: Photo Network-500444067

Can domestic manufacturers break the game?

Although the EDA ban on GAA technology has a small impact on domestic manufacturers, this does not mean that the scope of related ban will expand in the future.

Wang Pinzhen believes that if the upstream of China's integrated circuit industry, the EDA industry is more sanctions, will have a huge impact on the security of the supply chain of my country's chip design company. Therefore, EDA software's autonomy is imminent. In this context, Chinese chip design companies will also diversify the supplier's choice. Under the premise of not much sacrifice their own business, they will give domestic EDA manufacturers some opportunities for cooperation, trial error and subsequent iterations of domestic EDA manufacturers.

So, what is the level of EDA now? Can it be a full -process replacement and the level of substitution?

In this regard, Zheng Yongjun said that according to the public information on the current market, you can see that the domestic EDA software company technology has grown rapidly and matured, and the specific support process on each point tool is different. On the design side, there are a few simulation and digital circuit design tools that can already support advanced 5 -nanometer or lower tools, and more products are concentrated on craft nodes above 14 nanometers.

Zheng Yongjun also introduced Guangli Wei's EDA products, which said that Guangliwei has formed a full -process EDA product layout in the product field of the entire process of finishing rates, and successfully verified and realized industrial applications at 3nm logic process nodes. In addition, Guangli's EDA tools have also been adopted by many leading memory companies at home and abroad and are used in the development of advanced craft nodes. In the future, it is also expected to establish closer cooperation between EDA companies in China and between EDA companies and upstream and downstream manufacturers to empower the rapid development of national integrated circuits.

Wang Pinzhen believes that the leading domestic EDA manufacturers can achieve the coverage of full -process tools in the field of simulation circuit design, flat -screen display circuit design, and storage. The development is relatively mature. The main EDA products support the 28 nanometer process, and some leading EDA products can support 10 nanometer, 7nm, and 5 nanometer.

In summary, domestic manufacturers are mainly aiming at the mature process of 28 nanometers and above, and some leading products have begun to support advanced processes.

However, for the entire process and all -tool product coverage in specific fields, domestic EDA manufacturers need to continue to improve. Wang Pinzhen said that at present, the domestic EDA leader Huada Nine days (SZ301269, the stock price is 111.11 yuan, and the market value of 60.326 billion yuan) can only achieve the full process coverage of the simulation chip and the tablet. Most of the manufacturers are point tools, and they cannot provide customers with full -process product services in specific fields. In the future, the development path of domestic EDA manufacturers will also make breakthroughs in the fields of various segmented tools, thereby achieving full -process coverage in the segmentation field, and then expanding to multiple fields to gradually form an industrial ecology. The coverage of the whole tool. It is worth mentioning that the three major EDA companies in the United States rely on a large number of mergers and acquisitions to form a full -process EDA tool. So, will the domestic EDA market continue to produce mergers and acquisitions in the future? Will domestic manufacturers enrich their product ecology through mergers and acquisitions?

Zheng Yongjun said that EDA software involves hundreds of EDA software in the entire process from design, manufacturing, and even advanced packaging, and has the characteristics of high R & D investment and long design and development cycle. Strong logic. Guangli Micro has focused on the field of manufacturing EDA for a long time. In the later period, if there are targets with complementary ecological ecosystems with the company's existing business, the company will also consider the improvement of the entire set of manufacturing EDA processes by receiving mergers and acquisitions.

Daily Economic News

- END -