美国对“芯片之母”下手！EDA软件如何影响整个半导体行业？

华尔街见闻2022-08-15

没有EDA软件的配合，突破架构、制程限制难度更大。据财联社报道，美国商务部周五发布一项临时最终规定，对设计GAAFET（全栅场效应晶体管）结构集成电路所必须的ECAD软件；金刚石和氧化镓为代表的超宽禁带半导体材料；燃气涡轮发动机使用的压力增益燃烧(PGC)等四项技术实施新的出口管制。据悉，GAAFET晶体管技术是相对于FinFET晶体管更先进的技术，FinFET技术最多能做到3nm，而GAAFET...

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美国旅游团
2022-08-15
美国旅游团
芯片能蓋房子嗎[冷漠]
嘞撸虎7
2022-08-15
嘞撸虎7
閱
kyokolee13
2022-08-15
kyokolee13
謝謝分享
404_NO_FOUND
2022-08-15
404_NO_FOUND
趕緊彎道超車做出超級芯片給他們看看
Paggie
2022-08-15
Paggie
閱
CSNeo
2022-08-15
CSNeo
[呆住]

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How does EDA software affect the whole semiconductor industry?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f3e7ae851094d968069adf2ca5e7d5be","symbols_score_info":{"159813":0.9},"content_text":"没有EDA软件的配合，突破架构、制程限制难度更大。据财联社报道，美国商务部周五发布一项临时最终规定，对设计GAAFET（全栅场效应晶体管）结构集成电路所必须的ECAD软件；金刚石和氧化镓为代表的超宽禁带半导体材料；燃气涡轮发动机使用的压力增益燃烧(PGC)等四项技术实施新的出口管制。据悉，GAAFET晶体管技术是相对于FinFET晶体管更先进的技术，FinFET技术最多能做到3nm，而GAAFET可以实现2nm。氧化镓(Ga2O3）、金刚石则是被普遍关注的第四代半导体材料。EDA软件限制的影响力有多大？强如三星，其6月刚刚突破的3nm GAA架构制程技术，也是在ANSYS、Synopsys、Cadence等EDA软件的全力协助下完成的。没有EDA软件的配合，突破架构、制程限制难度更大。美国对EDA工具等四项技术实行新出口管制据财联社报道，当地时间周五，美国商务部工业与安全局（BIS）在联邦公报上披露了一项出口限制加码的临时最终决定，涉及先进半导体、涡轮发动机等领域。根据公报，美国工业与安全局决定对《商务部管制清单》（CCL）和《出口管理条例》（EAR）同步实施修订，对四项技术实施管制。美国商务部主管工业与安全的副部长Alan Estevez介绍称，使半导体和发动机等技术能够更快、更高效、更长时间，以及在更恶劣条件下运行的科技进步，可能会在商业和军事环境中“改变游戏规则”。据悉，此次被升级出口管制的技术包括：宽禁带半导体材料氧化镓（Ga2O3）和金刚石：氮化镓和碳化硅是生产复杂的微波、毫米波设备，或大功率半导体器件的主要材料。而氧化镓和金刚石有潜力能制造出更加复杂的设备，同时能耐受更高的电压或温度。开发GAAFET（全栅场效应晶体管）结构集成电路的EDA软件：电子计算机辅助软件（EDA/ECAD），用于设计、分析、优化和验证集成电路或印刷电路板的性能。作为FinFET的继任者，GAAFET（全栅场效应晶体管）被视为量产3nm及以下工艺制程的关键技术。BIS也在征求公众意见，以决定哪些ECAD的具体功能特别适用于设计GAAFET电路，以确保美国政府能够有效实施这项管制。压力增益燃烧技术（PGC）：这项技术有潜力能提高燃气涡轮发动机10%以上效率，潜在影响航空航天、火箭和超高音速导弹系统。PGC技术利用多种物理现象，包括共振脉冲燃烧、定容燃烧和爆震，导致穿过燃烧器的有效压力上升，而消耗的燃烧量相同。BIS目前无法确认任何正在生产中的引擎使用了这项技术，但目前已经有大量研究指向潜在生产。“芯片之母”EDA有多重要？据天风国际研报，EDA即Electronic Design Automation（电子设计自动化)，被誉为“芯片之母”。如果把芯片制造比作建造一座大厦的话，IC设计就是大厦的设计图纸，EDA软件就是这张图纸的设计工具，只不过EDA软件比建筑设计软件的复杂度要高出N个数量级。利用EDA工具，电子设计师可以从概念、算法、协议等开始设计电子系统，并可以将电子产品从电路设计、性能分析到设计出IC版图或PCB版图的整个过程，在计算机上自动处理完成。并且是贯穿整个集成电路产业链的战略基础支柱之一。EDA技术可以广泛应用于电子、通信、航空航天、机械等多个领域。所以总的来说，EDA是集成电路产业领域内 “小而精”的环节，产值较小但又极其重要。据赛迪智库数据显示：2018-2020年全球EDA市场规模由62.2亿美元增长至72.3亿美元，年复合增长率达到7.81%。相对于几千亿美金的集成电路产业来说不值一提，但如果缺少了这个产品，全球所有的芯片设计公司都得停摆。第一梯队：当下EDA行业市场集中度较高，被国际三大EDA巨头所垄断近八成：Synopsys(新思科技)、Cadence(铿腾电子)、Mentor Graphics(明导国际)(2016年被德国西门子收购)。EDA三巨头掌握着绝对的主导权，旗下产品在国内的市场占有率达到85%，并且在产品上各有特色，各自的IP侧重点和优势都有较大的差别。因此，不少一线的芯片设计厂商都有同时使用其中两三家厂商的不同EDA IP来设计芯片。第二梯队：ANSYS、Silvaco、Aldec Inc、华大九天等为代表的企业。该类企业拥有特定领域全流程，在局部领域技术较为领先。第三梯队：Altium、Concept Engineering、概论电子、广立微、思尔芯、DownStream Technologies等为代表的企业。该类企业在EDA上的布局主要以点工具为主，缺少EDA特定领域全流程产品。EDA国产化任重道远据开源证券研报，受益集成电路国产化政策支持，EDA国产化率从2018年的6.24%提升至2020年的11.48%。据中国电子报，近期，华大九天、概伦电子两家EDA公司登陆A股市场，并获得首日大涨的极佳表现，与前段时期部分半导体公司上市即破发的情况形成明显对比，显示出资本市场对EDA行业的看好。在人工智能、3D封装等新技术、新应用的加持下，EDA行业新的成长空间正在被打开。7月29日，国产EDA龙头华大九天正式登陆创业板，上市首日涨幅即达126%，市值一举突破400亿元，高达333倍的发行市盈率也打破了创业板的历史纪录。广立微于8月5日登陆创业板，收盘较发行价大涨156%。同日，概伦电子则大涨12.86%。EDA的股市表现显现出逆势向上的韧性。华西证券研报指出，EDA工具是集成电路设计、制造、封装、测试等工作的必备工具，并且需要不断更新。业界对我国EDA行业发展的急迫性和必要性的认知程度显著提高。不过，一个新的问题——即国内EDA行业小而分散的问题也显现出来。此前的采访中，国微思尔芯资深副总裁林铠鹏就指出，当前国内EDA产业处于行业发展早期竞争阶段，一些企业或许在个别点工具或者部分细分领域具有一定优势，短板却是产品不够全面，以任何一家之力都无法覆盖整个EDA产业链。难以提供全流程的产品正是国内EDA企业的主要问题。针对这样的状况，芯华章科技产品和业务规划总监杨晔认为：“国内产业在发展初期更应该注重倡导‘开放’，加强企业间的协同配合，目的是加强工具间的协同性，建设更完善的行业生态，提高芯片验证效率。国内EDA企业在初期阶段不应贪多求全，而是集中精力做自己最擅长的一部分，共同建设开放共荣的生态圈。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":684446150,"gmtCreate":1660562592372,"gmtModify":1676536737401,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"美国旅游团","avatar":"https://static.tigerbbs.com/9aafe5f48398e5fbca2c78db662be5ec","vip":1,"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472509891364152","authorIdStr":"3472509891364152"},"htmlText":"芯片能蓋房子嗎[冷漠]&nbsp;","listText":"芯片能蓋房子嗎[冷漠]&nbsp;","text":"芯片能蓋房子嗎[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/684446150","repostId":1100490079,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9999583249,"gmtCreate":1660552703984,"gmtModify":1676534293324,"author":{"id":"4092032122452460","authorId":"4092032122452460","name":"嘞撸虎7","avatar":"https://static.tigerbbs.com/451ff62190f624c13c07b54476dd5930","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":1,"idStr":"4092032122452460","authorIdStr":"4092032122452460"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999583249","repostId":1100490079,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9999512874,"gmtCreate":1660551494101,"gmtModify":1676534217120,"author":{"id":"4108083848061400","authorId":"4108083848061400","name":"kyokolee13","avatar":"https://community-static.tradeup.com/news/9cbefde532ca3ccfd4888ae502aa5fb0","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"4108083848061400","authorIdStr":"4108083848061400"},"htmlText":"謝謝分享","listText":"謝謝分享","text":"謝謝分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999512874","repostId":1100490079,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":684485009,"gmtCreate":1660547777802,"gmtModify":1676536736440,"author":{"id":"3580768049186243","authorId":"3580768049186243","name":"404_NO_FOUND","avatar":"https://static.tigerbbs.com/d01266dd3883b72e2430cefce60e978f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3580768049186243","authorIdStr":"3580768049186243"},"htmlText":"趕緊彎道超車做出超級芯片給他們看看","listText":"趕緊彎道超車做出超級芯片給他們看看","text":"趕緊彎道超車做出超級芯片給他們看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/684485009","repostId":1100490079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9999509405,"gmtCreate":1660543887110,"gmtModify":1676533710325,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4111640372193142","authorIdStr":"4111640372193142"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999509405","repostId":1100490079,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9999271635,"gmtCreate":1660542386531,"gmtModify":1676533605682,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://community-static.tradeup.com/news/edfed0645bc1915131a193d511cf50f9","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3582532713393731","authorIdStr":"3582532713393731"},"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted"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