Chinese Companies Benefit from Mature Process Chips, EDA Becomes Focus in Pursuit of Self-Sufficiency

Last Modified

2024-08-12

Update Frequency

Not

Format

PDF

Summary
This report explores the impact of US semiconductor export controls on China’s semiconductor industry and analyzes why Chinese manufacturers have more room to maneuver in the mature process segment. This report also highlights the potential for electronic design automation (EDA) software to expand import substitution and focuses on key suppliers in this area.

Table of Contents
1. US Strengthens Its Blockade, While China Reduces Dependence on Foreign Chips

2. Increasing Challenges in Developing Advanced Process Chips Lead Chinese Companies
to Focus on Mature Process Chips for Greater Benefits

3.Chinese EDA Suppliers are Poised to Expand Import Substitution Efforts with Support
from Policies and the Industry

4.TRI’s View
(1) Visibility of Chinese-made mature process chips in end devices set to increase
(2) Accelerated development of mature processes offers greater opportunities for Chinese EDA
software suppliers

＜Total Pages：16＞