TechCrunch News 05月30日 20:01
US imposes new rules to curb semiconductor design software sales to China
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美国特朗普政府对华实施新的芯片设计软件出口管制,旨在削弱中国制造和使用先进AI芯片的能力。西门子EDA、Cadence和Synopsys均已收到美国商务部关于对华电子自动化设计(EDA)软件实施出口管制的通知。EDA工具主要用于辅助半导体制造、测试的设计和验证,以及监控性能和质量。新规正值美国加大力度阻碍中国企业之际,但同时也损害了长期在中国市场占据重要份额的美国芯片产业。

🚧美国商务部出台新规,对出口到中国的电子设计自动化(EDA)软件实施出口管制,旨在限制中国在先进人工智能芯片领域的发展。

💰西门子EDA、Cadence和Synopsys等公司已收到美国商务部的通知,表明向中国客户出口、再出口或国内转移EDA软件需要许可证。

📉出口管制对美国芯片产业造成负面影响,英伟达等公司因对华销售AI芯片的限制而遭受数十亿美元的损失。为了应对这一局面,一些公司正在考虑向中国客户销售低功率版本的AI芯片。

It appears the Trump administration has imposed new export controls on chip design software as it seeks to further undermine China’s ability to make and use advanced AI chips.

Siemens EDA, Cadence Design Systems and Synopsys all confirmed that they have received notices from the U.S. Commerce Department about new export controls on electronic automation design (EDA) software to China.

EDA tools are primarily used to aid with the design and validation of semiconductor manufacturing, testing, and for monitoring performance and quality. They are used by chip foundries, chipmakers, networking hardware companies, the automotive industry, and many more.

Siemens EDA, a division of German tech conglomerate Siemens, told TechCrunch that it has received a notice from the Commerce Department’s Bureau of Industry and Security (BIS) last week about new export controls on EDA software to China and Chinese military end users.

“Siemens has supported customers in China for more than 150 years and will continue to work with our customers globally to mitigate the impact of these new restrictions while operating in compliance with applicable national export control regimes,” the company said.

U.S.-based Synopsys, which also makes EDA software, said on Thursday that it had also received a similar letter from the BIS. The company also suspended its forecast for the third quarter and full-year 2025.

Cadence also received a notice from the BIS saying a license is now required for “the export, re-export or in-country transfer of electronic design automation software” to customers in China.

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The news was first reported by The Financial Times.

The new export rules come as the U.S. ramps up its efforts to hinder Chinese companies as the battle for AI supremacy heats up. But these export controls are increasingly hurting the U.S. chip industry, which has long enjoyed significant market share in China.

Nvidia alone has incurred billions in losses due to restrictions on sales of its H20 and Hopper AI chips to Chinese customers. The company, along with rival AMD, is even said to be working on selling lower-powered versions of its AI chips to Chinese customers.

The U.S. Commerce Department did not immediately return a request for comment outside regular business hours.

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