The US administration has lifted some restrictions on the export of software for chip design to China, which is part of a trade agreement between the two countries. According to Bloomberg, the US Department of Commerce informed Siemens AG, Synopsys, and Cadence Design Systems about the cancellation of export licensing requirements for working with Chinese clients. These restrictions were imposed in May 2025 in response to actions by Beijing that limited the supply of rare earth metals to the USA. Siemens has already restored full access for Chinese clients to its software, while Synopsys and Cadence are in the process of resuming supplies.
This step aims to reduce tensions in the technological confrontation between the USA and China. In addition to chip software, the agreement includes permission for the export of ethane and jet engines. However, analysts warn that the situation remains unstable, and new restrictions may be introduced if agreements are violated. The decision is important for the global chip supply chain, considering China's key role in the global technological ecosystem.
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