EDA 與晶片 IP — 供應鏈地圖

“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，申報於 2026-05-26 · 查看原始申報文件 ↗

Arm China 是 Arm 的最大客戶，佔其總營收約 16% 至 21%；Arm 利用與 Arm China 的商業關係進入中國市場。（以原文為準）

“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，申報於 2026-05-26 · 查看原始申報文件 ↗

Qualcomm 是 Arm 的主要客戶，在截至 2026 年 3 月 31 日的財年佔 Arm 總營收的 9%。（以原文為準）

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

— ARM 20-F，申報於 2026-05-26 · 查看原始申報文件 ↗

Arm 與 Nuvia 之間存在 Nuvia 架構授權協議。（以原文為準）

“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，申報於 2026-05-26 · 查看原始申報文件 ↗

Arm 與 Arm China 之間存在服務共享安排，並據此確認了費用。（以原文為準）

“The Company continues to have licensing and servicing arrangements with Ampere for which the Company may earn fees for services provided.”

— ARM 20-F，申報於 2026-05-26 · 查看原始申報文件 ↗

Arm 與 Ampere 持續有授權和服務安排，Arm 可因提供服務而收取費用。（以原文為準）

“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，申報於 2026-05-26 · 查看原始申報文件 ↗

Arm 在截至 2026、2025 及 2024 年 3 月 31 日的會計年度中，向 Linaro 支付了訂閱及其他費用。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 與 NVIDIA 共同開發了 M2000 超級電腦，這是一款專為加速半導體設計等領域複雜模擬而設計的 AI 加速平台。（以原文為準）

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

— ARM 20-F，申報於 2026-05-26 · 查看原始申報文件 ↗

Arm 近期與 Danantara Indonesia 建立策略夥伴關係。（以原文為準）

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

— UMC 20-F，申報於 2026-04-30 · 查看原始申報文件 ↗

Cadence 和 UMC 合作認證 28HPC+ 製程的類比/混合訊號流程。（以原文為準）

“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，申報於 2025-12-22 · 查看原始申報文件 ↗

Synopsys 與 Microsoft 合作開發了業界首個 EDA SaaS 解決方案，並在 Microsoft Azure 上提供。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 將 Synopsys 列為主要競爭對手之一。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 將 Ansys 列為主要競爭對手之一。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 的競爭對手包括 Siemens EDA。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 與 Keysight Technologies 互為競爭對手。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 與 Schrödinger 在美國市場互為競爭對手。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 將 CEVA 列為美國競爭對手之一。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 的國際競爭者包括 Altium Limited（已被 Renesas Electronics Corporation 收購）。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 的國際競爭對手包括 Zuken 等公司。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 在中國的新興競爭者包括 Huada Empyrean。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 將 Xpeedic Technology 列為其在中國的新興競爭對手之一。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 的競爭對手包括 X Epic 等公司。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 在中國的競爭者包括 Primarius Technologies。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 的國際競爭對手包括 Univista。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Cadence 將 Giga Design Automation 列為其在中國的新興競爭對手之一。（以原文為準）

“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，申報於 2026-02-18 · 查看原始申報文件 ↗

在矽智財市場，Rambus與Cadence是競爭對手。（以原文為準）

“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，申報於 2026-02-18 · 查看原始申報文件 ↗

在矽智財市場，Rambus 的競爭對手包括 Synopsys。（以原文為準）