CITIC Securities: AI EDA Is Becoming the Next Major Direction for AI Agent Deployment, EDA Valuations Could Be Re-rated

36Kr learned that a CITIC Securities research report says EDA is evolving from a "tool" into an "agent," becoming the runtime foundation for AI agents across the entire chip design workflow. Progress from leading EDA companies such as Synopsys has been dense, and AI EDA has begun to move into a validation phase. AI EDA is driving up the value of EDA companies, with upgrades across three dimensions: business models, barriers to entry, and demand. Domestic EDA providers have launched AI-powered productivity tools, and engineering data is becoming the core moat. AI EDA is becoming the next important direction for AI agent deployment, and EDA valuations could be re-rated.