EDA & Chip IP — Supply-Chain Map

“our largest customer individually, Arm China, accounted for approximately 16%, 17% and 21% of our total revenue … We utilize our commercial relationship with Arm Technology (China) Co. Limited (“Arm China”) to access the PRC market.”

— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

“Qualcomm, which is currently a major customer of ours and accounted for 9% of our total revenue for the fiscal year ended March 31, 2026”

— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

“The Company continues to have licensing and servicing arrangements with Ampere for which the Company may earn fees for services provided. … For the three months ended June 30, 2026 and 2025, the Company recognized revenue of $ 5.4 million and $ 0.6 million, respectively, from Ampere.”

— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗

“Effective March 2026, the Company entered into a development agreement with Ampere (the “Ampere Development Agreement”), enabling Ampere to provide development services to the Company under one or more statements of work. … For the three months ended June 30, 2026, the Company recognized expenses under the Ampere Development Agreement of $ 5.0 million.”

— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗

“IP revenue grew more than 40% year-over-year, driven by strong demand for Cadence’s Star IP portfolio, highlighted by a significant agreement with Intel and additional wins with leading semiconductor companies”

— CDNS 8-K, filed 2026-07-27 EDGAR · View source filing ↗

“Nuvia’s Architecture License Agreement (the “Nuvia ALA”) with us”

— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

“recognized expenses under a service share arrangement with Arm China of $ 63.3 million, $ 59.4 million , and $ 74.1 million , respectively.”

— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

“For the fiscal years ended March 31, 2026, 2025 and 2024, prior to resignation, the Company incurred subscription and other costs of $ 6.1 million, $ 10.4 million and $ 10.6 million, respectively, from Linaro.”

— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

“Launched Millennium M2000 AI Supercomputer featuring Nvidia Blackwell”

— CDNS 8-K, filed 2025-07-28 EDGAR · View source filing ↗

“In May 2025, we announced the M2000 supercomputer. The M2000 is a specialized, AI-accelerated platform co-developed with NVIDIA to dramatically speed up complex simulations in fields like semiconductor design, aerospace and defense, and drug discovery.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“Astera Labs’ expanded Taiwan footprint positions the company to bring together broader engineering, cross-functional support, and closer business coordination with key AI platform providers including AMD, Arm, Intel, and NVIDIA.”

— ALAB 8-K, filed 2026-08-04 EDGAR · View source filing ↗

“we recently entered into a strategic partnership with Danantara Indonesia, the sovereign investment institution of the Republic of Indonesia”

— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

“Joined Synopsys and NVIDIA in a collaboration to advance AI and quantum chemistry R&D with accelerated materials modeling.”

— AMAT 8-K, filed 2026-05-14 EDGAR · View source filing ↗

“We and Cadence Design Systems collaborate on certification of analog/mixed-signal flow for 28HPC+ process.”

— UMC 20-F, filed 2026-04-30 EDGAR · View source filing ↗

“Announced an expanded strategic partnership with Synopsys to revolutionize engineering and design across industries. … Partnered with global industrial software leaders Cadence, Siemens and Synopsys and India’s largest manufacturers to drive India’s AI boom using applications accelerated by NVIDIA CUDA-X™ and NVIDIA Omniverse™ libraries.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our Synopsys Cloud offering provides customers additional options for accessing our EDA products in their own cloud environments and in the industry’s first EDA Software-as-a-Service solution developed in partnership with Microsoft Azure.”

— SNPS 10-K, filed 2025-12-22 EDGAR · View source filing ↗

“Revealed that Arm is extending its Neoverse platform with NVIDIA NVLink Fusion™ to accelerate AI data center adoption.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”

— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗

“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”

— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗

“These partnerships include the compute IP specialist Arm, with Alphawave Semi entering the Arm Total Design Platform in 2023and building on this relationship in 2024 to collaborate onthe development of an Arm Neoverse chiplet.”

— Alphawave IP Group plc Annual report (ESEF), filed 2024-12-31 UKSEF · View source filing ↗

“Key competitors include Synopsys, Inc., Ansys, Inc. (acquired by Synopsys), Siemens EDA, and a variety of other tool providers, electronics device manufacturers with in-house EDA capabilities, technical and computational software companies, electronics design and consulting firms, and IP companies.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“Key competitors include Synopsys, Inc., Ansys, Inc. (acquired by Synopsys), Siemens EDA, and a variety of other tool providers, electronics device manufacturers with in-house EDA capabilities, technical and computational software companies, electronics design and consulting firms, and IP companies.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“Key competitors include Synopsys, Inc., Ansys, Inc. (acquired by Synopsys), Siemens EDA, and a variety of other tool providers, electronics device manufacturers with in-house EDA capabilities, technical and computational software companies, electronics design and consulting firms, and IP companies.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“In the Silicon IP market, Rambus competes with the in-house design teams at our potential customers, as well as with third-party IP suppliers, such as Cadence and Synopsys.”

— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗

“In the Silicon IP market, Rambus competes with the in-house design teams at our potential customers, as well as with third-party IP suppliers, such as Cadence and Synopsys.”

— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗