特朗普禁止向中国销售芯片设计软件

Summary: The Trump administration has ordered US companies providing software for semiconductor design to stop selling to Chinese groups to impede China's development of advanced chips. The Commerce Department told electronic design automation groups like Cadence, Synopsys, and Siemens EDA. The Bureau of Industry and Security issued the directive via letters, and it's unclear if all companies received them. This is a new effort to hinder China's AI chip development as it seeks a technological edge. Synopsys CEO said they hadn't received a notice. The Commerce Department is reviewing exports to China. The move comes during trade talks, and last month the Trump administration planned to blacklist Chinese chipmakers. A former CIA analyst said it underscored the fragility of the tariff truce. EDA software is crucial in the semiconductor supply chain, and US companies like Synopsys and Cadence have significant China sales. Shares of Synopsys and Cadence fell. Siemens said it had informed the EDA industry and would comply. In 2022, the Biden administration restricted sales, and Trump banned Huawei. Nvidia's CEO said export controls failed. Synopsys bought Ansys but needs Chinese regulator approval. The FTC requires divestment. Export restrictions have boosted Chinese competitors like Empyrean, Primarius, and Semitronix.
Main points:
- The US is restricting software sales to China for semiconductor design.
- It aims to hinder China's AI chip development.
- EDA software is important in the semiconductor supply chain.
- US companies have significant China sales.
- The move comes during trade talks and has impacts on share prices.
Key details:
- The Commerce Department used letters to issue the directive.
- Synopsys reported $1 billion in China sales in 2024.
- Cadence said China accounted for $550 million in revenue.
- Siemens has supported Chinese customers for over 150 years.
- The Biden administration restricted chip design software in 2022.
- Synopsys bought Ansys and needs Chinese regulator approval.
- Chinese competitors have grown their market share.