Is EDA a US monopoly? Siemens who now owns Mentor is European. I dont know though the level of control, contracts, obligations etc etc. Given that EDA is a big three game, this means that a significant percentage of the pie is not controlled by US (at least directly, but given European efforts to rise chip design and manufacturing efforts, Siemens/Mentor may be an important element of EU policy).
I have been reading today this article published a few days ago: https://www.science.org/doi/epdf/10.1126/science.ade4423
. I am wondering if the real problem for EDA companies (and other sectors) is not the revenue that they will loose if these restrictions continue. If the report is to be believed about the speed of scientific progress in China, it is possible that this all could backfire for western companies if they cannot access the talent pool created in China or if they similarly cannot work with / acquire companies that emerge from universities and research institutes in that area. Time will tell, but we are living fundamental shifts in how things work. I cannot predict an outcome. Additionally, the war in Ukraine following all the disasters of the previous years, is rapidly leading most European countries into recession, if all the reports are to be believed. I dont know if they can afford to loose the chinese market if US keeps pressing with restrictions in exports and other relations (especially Germany). How is this going to be ironed out? The whole world is a mess. I am kinda depressed. I really hope that reason and logic will prevail and people from all sides will realise that some kind of solution to live with each other peacefully and find means to cooperate must be in effect.