Export restrictions canceled: Chip design industry breathes up!

Export restrictions canceled: Chip design industry breathes up!

San Jose, Kalifornien, USA - Exactly today, on July 4, 2025, some technology companies in the chip design industry are likely to breathe a sigh of relief. The US government lifted the export controls for chip design software to China, just six weeks after their introduction. This decision was communicated this week to the big players in the industry, namely Siemens, Synopsys and Cadence. This allows you to sell and support your Electronic Design Automation (EDA) tools to Chinese customers without restriction, which is a welcome turn for the industry. South China Morning Post 10 % of the total inflows of the companies concerned. The stock market reacted accordingly and the courses fell.

The guideline introduced last May had forced companies to apply for individual permits for the sale of advanced EDA software to China. The uncertainties and confusion created by this measure have also led to many companies to stop their business with Chinese customers. But now, with the new trade agreement between the USA and China, the wind seems to be turning. At this point it should be mentioned that in return, China will accelerate some export permits for rare earths that are essential for many US industries, such as techspot out.

economic impulses

The cancellation of export controls could have numerous positive effects on companies. Mizuho analysts estimate that companies will only lose sales in the current quarter for a month, which is a surprisingly optimistic view in view of the previously feared far -reaching financial losses. Export economy explains that the new regulations also represent a pragmatic compromise solution in the changing geopolitical environment.

The reaction to the stock market was immediately noticeable: Synopsy recorded an increase of 4.9 %, while Cadence added 5.1 % and anxiety increased by more than 4 %. Even Siemens, whose US subsidiary Siemens EDA was also affected, was able to look forward to an increase of around 0.8 % in Frankfurt. Even with the large companies, it can be seen that the cancellation of the measures could give a thrust.

A look into the future

Despite the positive developments, the focus is on technology export controls. The exact range of the new requirements is still unclear, and companies urgently need to check their export compliance and develop strategies for engagement in China. Export economy warns of the possible expansion of the checks of Chinese companies, which could lead to an even more regulatory narrowing.

In the industry, it becomes clear that technological decisions are increasingly in the area of ​​tension in political interests. The idea that technology is used as a geopolitical instrument is not new. This could have a sustainable influence on global supply chains and the investment decisions and demands a high degree of flexibility and foresight in their business strategies from companies.