According to the CITIC Securities Research Report, EDA is gradually evolving from a “tool” to a “smart body” to become an agent operating base for the entire chip design process. EDA leaders such as Synopsys are progressing intensively, and AI EDA has begun to enter a verification period. AI EDA drives up the value of EDA companies, and the triple upgrade of business models, barriers, and requirements. Domestic EDA launched AI efficiency improvement tools, and engineering data became the core moat. AI EDA is becoming the next important direction for AI agents to be implemented, and the value of EDA is expected to be re-evaluated.

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