Charles Yang (@charlesyang): "This is a fantastic deep dive into the difference between Chinese and U.S. CAD software ecosystems, and China’s open-source strategy to break apart the closed U.S. oligopoly. I’m sure there is a similar Chinese playbook at work for disrupting semiconductor EDA software as well."

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This is a fantastic deep dive into the difference between Chinese and U.S. CAD software ecosystems, and China’s open-source strategy to break apart the closed U.S. oligopoly.

I’m sure there is a similar Chinese playbook at work for disrupting semiconductor EDA software as well.

Huawei is pursuing a sophisticated multi-pronged strategy: partnering to access Russian geometric modeling expertise and massively enhancing the open-source OCCT kernel to build an alternative to Western-controlled CAD infrastructure.

Lesley Gao

Oct 14

8:35 PM

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