The stock price plummeted! The sky is falling for the American EDA giant: Chinese AI model runs through chip design in 48 hours

Kuai Technology reported on July 18 that the technical strength of China's large AI models is growing at a rate far exceeding industry expectations. The newly released Kimi K3 actually ran through the complete chip design process in just 48 hours, directly breaking the EDA blockade that has long relied on monopoly advantages to restrict the development of the domestic semiconductor industry, creating a new possibility of breaking the situation. According to official disclosures, Kimi K3 is equipped with a parameter scale of 2.8 trillion, equipped with an ultra-long context window of 1 million Tokens, and is natively compatible with visual understanding capabilities. It is currently the open source large model with the largest parameter volume in the world, directly raising the technical threshold of the open source large model camp to a new level close to 3 trillion. The dark side of the development team disclosed the complete test results. During the 48-hour continuous operation of the autonomous agent, K3 was completely based on open source EDA tools and Nangate 45nm process library, and independently completed the entire process of chip construction, optimization, and final verification. No additional manual intervention was introduced throughout the process. Directly affected by this breakthrough news, the intraday U.S. stock prices of Synopsys Technology and Cadence Electronics, the leading giants in the global EDA industry, fell by more than 12%. The capital market has immediately reflected strong expectations that the traditional EDA monopoly is about to loosen. EDA, also known as electronic design automation tools, is the core foundation of customized semiconductor design. It has now become a key track in the global semiconductor industry game. It not only undertakes the core functions of circuit simulation and error verification, but also covers many key aspects such as post-processing and packaging design. It has long been called the mother of semiconductors in the industry. The current global commercial EDA software market is basically monopolized by three US-funded companies: Cadence, Synopsys, and Siemens EDA. The three leading manufacturers can provide a complete full-link EDA tool chain, covering most or even all processes of integrated circuit design and manufacturing. Relevant domestic companies have been in the EDA field for many years. However, in the past, domestic EDA was mostly based on single-point tools. There were obvious shortcomings in the complete tool chain, and product capabilities mainly met the requirements of mid-to-low-end processes. EDA Industry Department