{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","ticker":"SNPS","updated_at":"2026-07-12T08:20:32.472003+00:00","canonical":"https://valuechain.wiki/synopsys","same_as":["https://finance.yahoo.com/quote/SNPS","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=883241"],"citable":"밸류체인 그래프 기준 Synopsys의 직접 연결 기업은 23곳(관계 기준 공급 0·매출 23)이고, 사슬을 2차까지 넓히면 44곳에 닿는다. 링크의 근거 출처는 13건이며 그중 1차공시가 5건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Synopsys is directly linked to 23 companies (0 supply, 23 revenue relationships) and reaches 44 companies within two hops; the links are backed by 13 dated sources, 5 of them primary filings (as of 2026-07-12).","kicker":"나스닥 · EDA 설계 소프트웨어 · 3社 과점 1위(~31%)","kicker_en":"NASDAQ · EDA design software · No.1 in 3-firm oligopoly (~31%)","lead":"세계 1위 EDA 기업(점유 ~31%)으로, 케이던스·지멘스EDA와 함께 시장의 90% 이상을 과점하는 반도체 설계의 필수 톨게이트다. 모든 칩이 설계 단계에서 EDA 툴·IP를 거치므로 팹리스·파운드리 전반이 고객이고, 이 광범위한 고객 기반이 특정 고객 의존을 낮추는 구조적 강점이다. FY2025 매출 $7.05B(+15%)는 AI 칩 설계 폭증이 견인했고, Ansys 인수 완료로 시뮬레이션·멀티피직스까지 확장해 설계-검증 스택을 넓혔다 — 인텔이 20년 이상 최대 고객이다.","lead_en":"The world's No.1 EDA company (~31% share) that, with Cadence and Siemens EDA, holds 90%+ of the market — an essential tollgate of chip design. Because every chip passes through EDA tools and IP at the design stage, fabless firms and foundries alike are customers, and that broad base is a structural strength that lowers single-customer dependence. FY2025 revenue of $7.05B (+15%) was driven by a surge in AI-chip design, and the closed Ansys acquisition extends it into simulation and multiphysics, widening the design-and-verification stack — Intel has been its largest customer for over two decades.","segments":{"fy":2025,"parts":[{"desc":"칩 설계·검증 자동화 툴이 매출 본체 — 전 팹리스·파운드리가 고객인 필수 톨게이트.","name":"EDA 툴"},{"desc":"인터페이스·프로세서 등 설계 자산 IP 라이선스 — 재사용 수요 확대.","name":"IP"},{"desc":"Ansys 인수로 편입 — 설계-검증에 물리 시뮬레이션·멀티피직스를 확장.","name":"시뮬레이션·멀티피직스(Ansys)"}],"total":"FY2025 매출 $7.05B (+15%)","concentration":"전 설계사·파운드리 고객. 인텔 최대. 케이던스·지멘스와 과점."},"segments_en":{"fy":2025,"parts":[{"desc":"Chip design/verification automation tools are the core — an essential tollgate with all fabless firms and foundries as customers.","name":"EDA tools"},{"desc":"Design-asset IP (interface, processor) licensing — reuse demand expanding.","name":"IP"},{"desc":"Added via the Ansys acquisition — extends physics simulation and multiphysics into design and verification.","name":"Simulation/multiphysics (Ansys)"}],"total":"FY2025 revenue $7.05B (+15%)","concentration":"All designers and foundries; Intel largest. Oligopoly with Cadence and Siemens."},"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":3,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":231.4}},{"slug":"iridium","name":"이리듐","name_en":"Iridium Communications","tier":3,"returns_yearly":{"2021":5,"2022":24.5,"2023":-19.1,"2024":-28.1,"2025":-38.5,"2026":190.7}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"satellogic","name":"새틀로직","name_en":"Satellogic","tier":3,"returns_yearly":{"2022":-68.6,"2023":-42.6,"2024":62.9,"2025":-34.4,"2026":142.8}},{"slug":"viasat","name":"바이어샛","name_en":"Viasat","tier":3,"returns_yearly":{"2021":36.4,"2022":-28.9,"2023":-11.7,"2024":-69.6,"2025":304.9,"2026":113.5}},{"slug":"mercury-systems","name":"Mercury Systems","name_en":"Mercury Systems","tier":3,"returns_yearly":{"2021":-37.5,"2022":-18.7,"2023":-18.3,"2024":14.8,"2025":73.8,"2026":47.9}},{"slug":"asustek","name":"에이수스(ASUS)","name_en":"ASUSTeK Computer","tier":3,"returns_yearly":{"2021":35.5,"2022":-12.9,"2023":72,"2024":41.1,"2025":-14.1,"2026":46.7}},{"slug":"blacksky","name":"블랙스카이","name_en":"BlackSky Technology","tier":3,"returns_yearly":{"2021":-57.1,"2022":-65.7,"2023":-9.1,"2024":-3.7,"2025":73.8,"2026":33.4}},{"slug":"planet-labs","name":"플래닛랩스","name_en":"Planet Labs","tier":3,"returns_yearly":{"2022":-29.3,"2023":-43.2,"2024":63.6,"2025":388.1,"2026":32.1}},{"slug":"globalstar","name":"글로벌스타","name_en":"Globalstar","tier":3,"returns_yearly":{"2021":241.2,"2022":14.7,"2023":45.9,"2024":6.7,"2025":96.6,"2026":31.2}},{"slug":"starbucks","name":"Starbucks Corp","name_en":"Starbucks Corp","tier":3,"returns_yearly":{"2021":11.1,"2022":-13.2,"2023":-1.2,"2024":-2.5,"2025":-5.3,"2026":27.4}},{"slug":"deere-company","name":"디어 앤 컴퍼니","name_en":"Deere & Company","tier":3,"returns_yearly":{"2021":28.9,"2022":26.6,"2023":-5.5,"2024":7.6,"2025":11.4,"2026":26.7}},{"slug":"sk-telecom","name":"SK텔레콤","name_en":"SK Telecom","tier":3,"returns_yearly":{"2021":7.9,"2022":-12,"2023":15.8,"2024":15.5,"2025":37.5,"2026":23.4}},{"slug":"johnson-controls","name":"존슨 컨트롤스","name_en":"Johnson Controls","tier":3,"returns_yearly":{"2021":77.4,"2022":-19.3,"2023":-7.6,"2024":39.8,"2025":53,"2026":20}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":3,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","tier":3,"returns_yearly":{"2021":44,"2022":-17.8,"2023":33.3,"2024":72.3,"2025":9.1,"2026":18.4}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":3,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"nikon","name":"니콘","name_en":"Nikon","tier":3,"returns_yearly":{"2021":46.2,"2022":10.9,"2023":23.1,"2024":13.7,"2025":19.7,"2026":15.9}},{"slug":"ses","name":"SES","name_en":"SES S.A.","tier":3,"returns_yearly":{"2021":2.8,"2022":10.6,"2023":-13,"2024":-36,"2025":141.5,"2026":15.8}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":14.3}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":3,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}},{"slug":"firefly-aerospace","name":"파이어플라이 에어로스페이스","name_en":"Firefly Aerospace","tier":3,"returns_yearly":{"2026":7.7}},{"slug":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":3,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":6.6}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"eutelsat","name":"유텔샛","name_en":"Eutelsat Group","tier":3,"returns_yearly":{"2021":17.8,"2022":-30.7,"2023":-51.8,"2024":-48.9,"2025":32.1,"2026":3.2}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":2.6}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":1.6}},{"slug":"intuitive-machines","name":"인튜이티브 머신스","name_en":"Intuitive Machines","tier":3,"returns_yearly":{"2022":3.7,"2023":-74.4,"2024":610.8,"2025":-10.6,"2026":-0.6}},{"slug":"ibm","name":"IBM","name_en":"IBM","tier":3,"returns_yearly":{"2021":16.7,"2022":10.6,"2023":21.8,"2024":39.3,"2025":38.2,"2026":-1.6}},{"slug":"mazda-motor","name":"마쓰다","name_en":"Mazda Motor","tier":3,"returns_yearly":{"2021":18.8,"2022":22.8,"2023":81.1,"2024":-39,"2025":17.3,"2026":-3.2}},{"slug":"northrop-grumman","name":"노스럽 그러먼","name_en":"Northrop Grumman","tier":3,"returns_yearly":{"2021":29.3,"2022":43,"2023":-12.8,"2024":1.9,"2025":23.6,"2026":-4.6}},{"slug":"hyundai-motor-company","name":"현대차","name_en":"Hyundai Motor Company","tier":3,"returns_yearly":{"2021":-16.7,"2022":-4.7,"2023":16.2,"2024":12.3,"2025":158.8,"2026":-7.8}},{"slug":"tesla","name":"Tesla","name_en":"Tesla","tier":3,"returns_yearly":{"2021":49.8,"2022":-65,"2023":101.7,"2024":62.5,"2025":11.4,"2026":-9.3}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"sidus-space","name":"사이더스 스페이스","name_en":"Sidus Space","tier":3,"returns_yearly":{"2023":-91.9,"2024":-44.4,"2025":-35.9,"2026":-31.2}},{"slug":"aerovironment","name":"AeroVironment","name_en":"AeroVironment","tier":3,"returns_yearly":{"2021":-28.6,"2022":38.1,"2023":47.1,"2024":22.1,"2025":57.2,"2026":-40.2}},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"intel","name":"Intel","name_en":"Intel","tier":2,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":197.7}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":2,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"fortinet","name":"포티넷","name_en":"Fortinet","tier":2,"returns_yearly":{"2021":142,"2022":-32,"2023":19.7,"2024":61.4,"2025":-16,"2026":98.4}},{"slug":"gigadevice","name":"GigaDevice","name_en":"GigaDevice","tier":2,"returns_yearly":{"2021":7.3,"2022":-17,"2023":-45.1,"2024":103.8,"2025":147.9,"2026":94.6}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":2,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":79.2}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":2,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"realtek","name":"리얼텍","name_en":"Realtek","tier":2,"returns_yearly":{"2021":19.6,"2022":-33.8,"2023":56.2,"2024":19.1,"2025":-6.4,"2026":73.7}},{"slug":"cambricon","name":"Cambricon","name_en":"Cambricon","tier":2,"returns_yearly":{"2021":-48.7,"2022":-21.2,"2023":77.1,"2024":420,"2025":120.1,"2026":65.9}},{"slug":"cisco","name":"Cisco","name_en":"Cisco","tier":2,"returns_yearly":{"2021":45.8,"2022":-22.5,"2023":9.3,"2024":21,"2025":33.5,"2026":59.8}},{"slug":"montage","name":"Montage Technology","name_en":"Montage Technology","tier":2,"returns_yearly":{"2021":-18.2,"2022":-21.8,"2023":-18,"2024":51.4,"2025":169,"2026":47.4}},{"slug":"analog-devices","name":"Analog Devices","name_en":"Analog Devices","tier":2,"returns_yearly":{"2021":21,"2022":-4.9,"2023":23.4,"2024":8.8,"2025":29.8,"2026":46.7}},{"slug":"microchip","name":"Microchip","name_en":"Microchip Technology","tier":2,"returns_yearly":{"2021":27.5,"2022":-18,"2023":30.9,"2024":-35,"2025":14.6,"2026":40.6}},{"slug":"hygon","name":"Hygon","name_en":"Hygon","tier":2,"returns_yearly":{"2023":54.2,"2024":93.4,"2025":106.9,"2026":33.6}},{"slug":"ambarella","name":"Ambarella","name_en":"Ambarella","tier":2,"returns_yearly":{"2021":121,"2022":-59.5,"2023":-25.5,"2024":18.7,"2025":-2.6,"2026":9.1}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":2,"returns_yearly":{"2026":0.7}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":2,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-2.4}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":2,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":-3.8}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":2,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-6}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":2,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-8.5}},{"slug":"will-semiconductor","name":"웨이얼반도체(윌세미)","name_en":"Will Semiconductor","tier":2,"returns_yearly":{"2021":-12.1,"2022":-49.7,"2023":-8.3,"2024":22.8,"2025":15.5,"2026":-14.8}},{"slug":"toyota","name":"Toyota Motor Corporation","name_en":"Toyota Motor Corporation","tier":2,"returns_yearly":{"2021":58.1,"2022":-13.4,"2023":63,"2024":1.8,"2025":21.8,"2026":-18.2}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":2,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"xiaomi","name":"샤오미","name_en":"Xiaomi","tier":2,"returns_yearly":{"2021":-43.9,"2022":-21.1,"2023":-4.6,"2024":209.7,"2025":-6.9,"2026":-27.2}},{"slug":"cerebras","name":"Cerebras","name_en":"Cerebras Systems","tier":2,"returns_yearly":null},{"slug":"umc","name":"UMC","name_en":"United Microelectronics (UMC)","tier":1,"returns_yearly":{"2021":43.2,"2022":-40.3,"2023":39.2,"2024":-19,"2025":28.8,"2026":215.1}},{"slug":"arm","name":"Arm Holdings","name_en":"Arm Holdings","tier":1,"returns_yearly":{"2024":64.2,"2025":-11.4,"2026":195.8}},{"slug":"stmicroelectronics","name":"ST마이크로일렉트로닉스","name_en":"STMicroelectronics","tier":1,"returns_yearly":{"2021":32.4,"2022":-26.8,"2023":41.7,"2024":-49.7,"2025":5.3,"2026":176.6}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":1,"returns_yearly":{"2025":25.6,"2026":148.2}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":1,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":124.3}},{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","tier":1,"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":97.8}},{"slug":"renesas","name":"르네사스","name_en":"Renesas Electronics","tier":1,"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":84.9}},{"slug":"texas-instruments","name":"텍사스인스트루먼트","name_en":"Texas Instruments","tier":1,"returns_yearly":{"2021":17.5,"2022":-9.9,"2023":6.4,"2024":13.1,"2025":-4.5,"2026":81.6}},{"slug":"infineon","name":"인피니언","name_en":"Infineon Technologies","tier":1,"returns_yearly":{"2021":10.4,"2022":-8.6,"2023":3.4,"2024":-4,"2025":31,"2026":75.5}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":1,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":66.4}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":1,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":43.6}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":1,"returns_yearly":{"2021":44.8,"2022":-29.2,"2023":48.4,"2024":-8,"2025":6.4,"2026":35.8}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":1,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":34.7}},{"slug":"smic","name":"SMIC","name_en":"SMIC","tier":1,"returns_yearly":{"2021":-29.6,"2022":-7.4,"2023":-18.3,"2024":169.9,"2025":98.4,"2026":5.6}}],"benefiting":[],"analysis":"케이던스·지멘스EDA와 함께 EDA 시장의 90% 이상을 과점하는 1위(~31%)로, 모든 칩이 설계 단계에서 반드시 거치는 필수 톨게이트다. FY2025 +15% 성장은 AI 칩 설계 수요 폭증이 견인했고, 팹리스부터 파운드리까지 고객이 광범위해 특정 고객 의존이 낮은 것이 구조적 방어력이다 — 다만 인텔이 20년 이상 최대 고객이다. Ansys 인수로 멀티피직스 시뮬레이션까지 확장했으나, 중국의 시높시스-앤시스 합병 조건부 승인처럼 지정학·규제 노출과 R&D 엔지니어 인건비가 리스크다. 그래프상 이 노드는 거의 모든 설계 노드의 공통 상류에 위치해, AI 설계 활동 전체의 파급이 수렴하는 지점이다.","analysis_en":"The No.1 (~31%) in an EDA market that it, Cadence and Siemens EDA oligopolize at 90%+ — an essential tollgate every chip must pass at the design stage. FY2025's +15% growth was driven by surging AI-chip design demand, and a customer base spanning fabless to foundry gives it structural defense through low single-customer dependence — though Intel has been the largest customer for over two decades. The Ansys deal extends it into multiphysics simulation, but geopolitical/regulatory exposure (as with China's conditional approval of the Synopsys-Ansys merger) and R&D-engineer labor costs are risks. On the graph, this node sits upstream of nearly every design node, the point where the ripple of all AI design activity converges.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":{"type":"share","unit":"%","basis":"EDA 세계 점유율","value":31,"period":"2024","basis_en":"global EDA share"},"note":"AI 칩 설계 수요의 핵심 고객 — 블랙웰 등 GPU가 시높시스 EDA·IP로 설계되며, AI 설계 폭증이 시높시스를 EDA 세계 1위(~31%)로 밀어올리는 최대 성장 동력이다.","note_en":"A core customer of AI-chip design demand — GPUs like Blackwell are designed on Synopsys EDA and IP, and the AI-design surge is the biggest driver lifting Synopsys to No.1 in EDA (~31%).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"Marvell","counterparty_slug":"marvell","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Marvell에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to marvell.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Marvell가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"marvell designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"Marvell가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"marvell designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"알칩","counterparty_slug":"alchip","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"알칩에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to alchip.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"알칩가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"alchip designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"알칩가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"alchip designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"파운드리 1위 TSMC와 인증 설계 플로우(EDA Alliance/OIP) — 첨단노드 PDK·IP가 시높시스 툴로 검증돼야 팹리스 고객이 양산에 진입한다. 파운드리·EDA·팹리스 삼각 의존의 축.","note_en":"Certified design flows with foundry leader TSMC (EDA Alliance/OIP) — advanced-node PDKs and IP must be validated in Synopsys tools before fabless customers reach mass production, the hinge of the foundry-EDA-fabless triangle.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"20년 이상 이어진 시높시스 최대급 고객 — 인텔의 로직 공정과 파운드리 전환 전반이 시높시스 EDA·IP 위에서 설계·검증된다. 첨단노드로 갈수록 설계 복잡도가 커져 EDA 의존이 구조적으로 심화된다.","note_en":"A 20-plus-year top customer — Intel's logic processes and foundry transition are designed and verified on Synopsys EDA and IP. As nodes advance, design complexity deepens EDA dependence structurally.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"브로드컴 커스텀 AI 실리콘(ASIC) 설계에 시높시스 EDA·IP — 하이퍼스케일러 맞춤 칩 수요가 곧 EDA 설계 수요로 전이되는 축.","note_en":"Synopsys EDA and IP for Broadcom's custom AI silicon (ASICs) — hyperscaler custom-chip demand transmits directly into EDA design demand.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"애플 자체 실리콘(A·M 시리즈) 설계에 시높시스 EDA·IP — 세계 최대급 팹리스 설계 규모가 만드는 툴·IP 수요처.","note_en":"Synopsys EDA and IP for Apple's in-house silicon (A/M series) — a tool and IP demand source from one of the world's largest fabless design operations.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"AMD의 CPU·GPU·AI 가속기 설계가 시높시스 EDA·IP에 의존 — 첨단 칩렛·패키징 설계 복잡도가 툴·IP 수요를 끌어올린다.","note_en":"AMD's CPU, GPU and AI-accelerator design depends on Synopsys EDA and IP — advanced chiplet and packaging complexity lifts tool and IP demand.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"삼성 파운드리·메모리 설계에 시높시스 EDA·IP 공급 — 첨단노드 인증 플로우로 고객 설계를 받치는 관계로, GAA 등 신공정 채택이 툴 수요를 키운다.","note_en":"Supplies Synopsys EDA and IP for Samsung foundry and memory design — certified advanced-node flows underpin customer designs, with new processes like GAA raising tool demand.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), EDA 세계 1위; 첨단 칩 설계·검증에 EDA·IP 필수","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%), No.1 in EDA; EDA/IP essential to advanced chip design/verification"},{"stance":"confirms","publisher":"SEC 8-K","publisher_en":"SEC 8-K","kind":"filing","lang":"en","published_at":"2025-12-03","url":"https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm","title":"Synopsys FY2025 4분기·연간 실적발표(매출 $70.5억, +15%)","title_en":"Synopsys Q4/FY2025 earnings (revenue $7.05B, +15%)","excerpt":"Synopsys FY2025 매출 $70.5억(+15%), Ansys 인수로 실리콘-투-시스템 확장","excerpt_en":"Synopsys FY2025 revenue $7.05B (+15%); Ansys acquisition extends to silicon-to-systems"},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."}]},{"direction":"revenue","counterparty":"Global Unichip","counterparty_slug":"global-unichip","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"GUC에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools/IP to GUC.","sources":[{"stance":"confirms","publisher":"GUC / TWSE","publisher_en":"GUC / TWSE","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://www.guc-asic.com/en/about/us","title":"Global Unichip 회사·IR(연차)","title_en":"Global Unichip company/IR (annual)","excerpt":"GUC에 EDA 툴·IP 공급.","excerpt_en":"Supplies EDA tools/IP to GUC."}]},{"direction":"revenue","counterparty":"미디어텍","counterparty_slug":"mediatek","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"미디어텍에 파운드리·IP·EDA 공급.","note_en":"Supplies foundry, IP and EDA to MediaTek.","sources":[{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"미디어텍에 파운드리·IP·EDA 공급.","excerpt_en":"Supplies foundry, IP and EDA to MediaTek."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"미디어텍에 파운드리·IP·EDA 공급.","excerpt_en":"Supplies foundry, IP and EDA to MediaTek."}]},{"direction":"revenue","counterparty":"NXP반도체","counterparty_slug":"nxp","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"NXP반도체에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to nxp.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"NXP반도체가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"nxp designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"NXP반도체가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"nxp designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"텍사스인스트루먼트","counterparty_slug":"texas-instruments","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"텍사스인스트루먼트에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to texas-instruments.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"텍사스인스트루먼트가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"texas-instruments designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"텍사스인스트루먼트가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"texas-instruments designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"ST마이크로일렉트로닉스","counterparty_slug":"stmicroelectronics","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"ST마이크로일렉트로닉스에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to stmicroelectronics.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"ST마이크로일렉트로닉스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"stmicroelectronics designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"ST마이크로일렉트로닉스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"stmicroelectronics designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"글로벌파운드리","counterparty_slug":"globalfoundries","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"글로벌파운드리에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to globalfoundries.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"글로벌파운드리 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"globalfoundries foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."},{"stance":"confirms","publisher":"TSMC","publisher_en":"TSMC","kind":"ir","lang":"en","published_at":"2025-04-01","url":"https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance","title":"TSMC OIP EDA 얼라이언스(공정 인증)","title_en":"TSMC OIP EDA Alliance (process certification)","excerpt":"글로벌파운드리 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"globalfoundries foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."}]},{"direction":"revenue","counterparty":"Astera Labs","counterparty_slug":"astera-labs","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Astera Labs에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to astera-labs.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"Astera Labs가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"astera-labs designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"Astera Labs가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"astera-labs designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"르네사스","counterparty_slug":"renesas","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"르네사스에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to renesas.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"르네사스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"renesas designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"르네사스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"renesas designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"UMC","counterparty_slug":"umc","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"UMC에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to umc.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"UMC 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"umc foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."},{"stance":"confirms","publisher":"TSMC","publisher_en":"TSMC","kind":"ir","lang":"en","published_at":"2025-04-01","url":"https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance","title":"TSMC OIP EDA 얼라이언스(공정 인증)","title_en":"TSMC OIP EDA Alliance (process certification)","excerpt":"UMC 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"umc foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Qualcomm에 EDA 설계 툴 공급.","note_en":"Supplies EDA design tools to Qualcomm.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-01-07","url":"https://www.hankyung.com/article/2026010776221","title":"삼성 파운드리, 퀄컴 물량 따내고 TSMC 추격","title_en":"Samsung Foundry wins Qualcomm orders, chases TSMC","excerpt":"삼성과 2나노 파운드리 재논의.","excerpt_en":"Samsung in talks for 2nm foundry."},{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"news","lang":"en","published_at":"2025-03-26","url":"https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/","title":"퀄컴, 스냅드래곤 8s Gen4를 TSMC 4nm로","title_en":"Qualcomm taps TSMC 4nm for Snapdragon 8s Gen 4","excerpt":"스냅드래곤 최첨단 물량 TSMC로.","excerpt_en":"Leading-edge Snapdragon volume moved to TSMC."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K","title":"Qualcomm 연례보고서 (10-K)","title_en":"Qualcomm Form 10-K","excerpt":"10-K: QCT 칩셋·QTL 라이선스.","excerpt_en":"10-K: QCT chipsets and QTL licensing."}]},{"direction":"revenue","counterparty":"Arm Holdings","counterparty_slug":"arm","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Arm Holdings에 EDA 설계 툴 공급.","note_en":"Supplies EDA design tools to Arm Holdings.","sources":[{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"IP 설계에 EDA 사용.","excerpt_en":"Uses EDA for IP design."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"설계 R&D.","excerpt_en":"Design R&D."}]},{"direction":"revenue","counterparty":"인피니언","counterparty_slug":"infineon","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"인피니언에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to infineon.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"인피니언가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"infineon designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"인피니언가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"infineon designs chips on synopsys EDA tools and IP."}]},{"direction":"revenue","counterparty":"SMIC","counterparty_slug":"smic","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"SMIC에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to smic.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"SMIC 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"smic foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."},{"stance":"confirms","publisher":"TSMC","publisher_en":"TSMC","kind":"ir","lang":"en","published_at":"2025-04-01","url":"https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance","title":"TSMC OIP EDA 얼라이언스(공정 인증)","title_en":"TSMC OIP EDA Alliance (process certification)","excerpt":"SMIC 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"smic foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."}]},{"direction":"cost","counterparty":"R&D 엔지니어·인건비 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"설계 SW R&D 엔지니어 인건비가 최대 원가 — 인재가 경쟁력의 원천이자 비용 축.","note_en":"R&D-engineer labor is the largest cost — talent is both the source of the moat and the main cost axis.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-12-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNPS&type=10-K","title":"Synopsys 연례보고서 (10-K)","title_en":"Synopsys Form 10-K","excerpt":"10-K: R&D 비중 큼.","excerpt_en":"10-K: large R&D."}]},{"direction":"revenue","counterparty":"크레도","counterparty_slug":"credo","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"크레도에 EDA 툴·IP 공급.","note_en":"Supplies EDA tools and IP to credo.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"크레도가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"credo designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"크레도가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"credo designs chips on synopsys EDA tools and IP."}]},{"direction":"cost","counterparty":"클라우드·컴퓨팅 인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"EDA·검증용 대규모 클라우드 컴퓨트 — 설계 규모가 커질수록 늘어나는 인프라 원가.","note_en":"Large cloud compute for EDA and verification — infrastructure cost that grows with design scale.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-12-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNPS&type=10-K","title":"Synopsys 연례보고서 (10-K)","title_en":"Synopsys Form 10-K","excerpt":"10-K: 인프라 비용.","excerpt_en":"10-K: infrastructure costs."}]}]}