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 EDGAR · 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 EDGAR · 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）

“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗

Arm 與 Ampere 有授權及服務安排，並於截至 2026 年及 2025 年 6 月 30 日止三個月分別認列來自 Ampere 的收入 540 萬美元及 60 萬美元。（以原文為準）

“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗

Arm 於 2026 年 3 月與 Ampere 簽訂開發協議，由 Ampere 向 Arm 提供開發服務，並於截至 2026 年 6 月 30 日止三個月認列相關費用 500 萬美元。（以原文為準）

“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，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗

Cadence 表示其 IP 營收成長得益於與 Intel 之重大協議及對其 Star IP 之強勁需求。（以原文為準）

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

— ARM 20-F，申報於 2026-05-26 EDGAR · 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 EDGAR · 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）

“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 EDGAR · 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）

“Launched Millennium M2000 AI Supercomputer featuring Nvidia Blackwell”

— CDNS 8-K，申報於 2025-07-28 EDGAR · 查看原始申報文件 ↗

Cadence 推出搭載 NVIDIA Blackwell 的 Millennium M2000 AI 超級電腦。（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 EDGAR · 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）

“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，申報於 2026-08-04 EDGAR · 查看原始申報文件 ↗

Astera Labs 表示在台灣擴大布局可與 Arm 等關鍵 AI 平台業者進行更緊密的業務協調。（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 EDGAR · 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）

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

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 與 Synopsys 和 NVIDIA 合作，以加速 AI 和量子化學研發，透過加速材料建模。（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 EDGAR · 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）

“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

NVIDIA 宣布擴大與 Synopsys 的策略合作夥伴關係，以革新工程與設計領域。（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 EDGAR · 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）

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

— NVDA 8-K，申報於 2025-11-19 EDGAR · 查看原始申報文件 ↗

NVIDIA 揭露 Arm 正以其 Neoverse 平台整合 NVIDIA NVLink Fusion™ 以加速 AI 資料中心採用。（以原文為準）

“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，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗

Astera Labs 與 AMD、Amphenol、Arm、ASPEED、Cadence Design Systems、Eoptolink、Ingrasys、Insyde Software、Molex、Quanta Computer、Synopsys、TE Connectivity、Wistron 及 Wiwynn 等公司合作，推動開放生態系的機櫃級創新。（以原文為準）

“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，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗

Astera Labs 與 Synopsys 等公司合作，以開放生態系推動機櫃級創新。（以原文為準）

“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)，申報於 2024-12-31 UKSEF · 查看原始申報文件 ↗

Alphawave 加入 Arm Total Design 平台並與 Arm 合作開發 Arm Neoverse 小晶片。（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 EDGAR · 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 EDGAR · 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 EDGAR · 查看原始申報文件 ↗

Cadence 申報文件指出 Siemens EDA 為其主要競爭對手。（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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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 EDGAR · 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）