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HNIW30HTX

06/17 09:48

Mizuho expects Agentic AI to reassess the market potential of Electronic Design Automation (EDA). Traditionally, EDA providers charged based on tool licensing and usage volume. However, automated AI agents may replace or enhance the work of high-paid chip design engineers, potentially shifting pricing from "tool value" to "labor value". At the company level, Cadence and Synopsys are seen as having the greatest advantages. They are developing comprehensive automated design processes and multi-agent platforms, leveraging their proprietary design data and computational tools. This is likely to strengthen their market positions
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