After Pelosi’s visit to Taiwan, we issued some relative sanctions, including military exercises around Taiwan and some economic sanctions. On August 3, the spokesperson of the Ministry of Commerce responded to the suspension of natural sand exports to Taiwan: According to Relevant laws stipulate that it is decided to suspend the export of natural sand to Taiwan. Relevant measures will be implemented from August 3, 2022.

Suspending the export of natural sand will affect 90% of Taiwan’s building materials market; quartz sand is widely used in glass, casting, ceramics and refractory materials, ferrosilicon smelting, metallurgy, construction, chemical industry, plastics, rubber, abrasives and filter materials and other industries. Exports will have an impact on these industries, and a more important one is chip manufacturing, because natural quartz sand is the most basic raw material in the chip industry, and Taiwan has nearly half of the world’s chip production capacity.

But while we are sanctioning, it seems that the United States is going to start doing things again. According to foreign media Protocol, the United States is preparing to implement new export restrictions on specific types of EDA software used to design semiconductors. That is to say, the United States is preparing to start with EDA. At present, it seems that we have cut off the supply of 14nm and below, and currently 90% of it depends on imports. This is bad news for our integrated circuit industry.

EDA is the shovel of miners and one of the most important tools in the chip industry. EDA must be used for chip design. EDA is an indispensable part of chip IC design. It belongs to the upstream industry of chip manufacturing and covers integrated circuits. All flows of design, layout, verification and simulation. EDA is known as the “mother of chips” in the industry.

GAA technology has been first applied by Samsung to the foundry manufacturing of its 3nm chips, which is a relatively advanced technology. The U.S. Department of Commerce may issue a new rule that will effectively prevent the export of chip design software (EDA software), which is produced by using “Gate-all-around” (surround gate, GAA) new technology to manufacture chips. required.

At present, EDA tools with the most advanced process in the world are mainly supplied by Cadence, Synopsys and Mentor under Siemens. The EDA tools of the three giants occupy the mainstream of the market, and the United States has banned them before. EDA tools that sell 10nm or more advanced chips to China, now the scope of the ban has been extended to 14nm, and this ban includes not only SMIC, but also all manufacturers operating chip production in mainland China, TSMC is also on the list Inside. The purpose is to limit the design and manufacture of advanced semiconductors in my country.

It is reported on the Internet that new export restrictions on EDA software may be implemented in the next few weeks, which will indeed have a negative impact on our development of high-end chip design, but our own domestic EDA software is also accelerating to catch up.

And Reuters reported that, according to four people familiar with the matter, the United States is considering restricting the export of American equipment that can be used in the manufacture of 128-layer 3D NAND flash memory chips to memory chip manufacturers in mainland China.

Affected by the news that the supply of EDA tools was cut off, on August 3, the EDA concept sector index in the A-share market reported 1029.88 points, an increase of 5%, with a turnover of 1.534 billion yuan and a turnover rate of 0.88%. big.

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