EDA software export controls (US “wall-building”) outline the starkly different approaches of China and the US in the fields of EDA and nuclear fusion, and the core facts stand up to scrutiny. Western hegemony is on the decline!
EDA软件出口管制（美国“砌墙”）勾勒出了中美在EDA和核聚变两个领域截然不同的做法，核心事实经得起推敲. 西方霸權日落西山！
· 暂停供应：2025年5月23日，美国商务部向新思科技(Synopsys)、楷登(Cadence)、西门子EDA(Siemens EDA) 发出通知，要求对华出口特定软件须获许可证。
· 恢复供应：2025年7月2-3日，美国政府撤销限制，三大厂商恢复对中国客户的支持与服务。
· 市场份额：摩根士丹利报告显示，这三家公司曾占据中国EDA市场约82% 的份额。
https://weixin.qq.com/sph/AIZ9MQihHv
https://www.tiktok.com/t/ZP8c3W1d2/
核聚变领域（美国“焦虑”）
· CFS首席执行官专访：2025年12月30日，CFS的CEO鲍勃·马姆加德在福克斯商业频道警告，美国聚变战略“停留在过去”，而中国正大力投资。
· 国会作证：2025年9月18日，他在众议院听证会上呼吁美国加速行动，以应对中国在聚变领域的竞争。
中国核聚变进展（“跑在前面”）
· EAST世界纪录：2025年1月20日，中国“人造太阳”EAST实现1亿摄氏度、1066秒的高约束模运行，打破世界纪录。
· 中国环流三号：2025年3月28日，实现原子核温度1.17亿度、电子温度1.6亿度的“双亿度”运行。
· 中国聚变能源有限公司：2025年7月22日在上海挂牌成立，注册资本达150亿元人民币。
· 投资规模：CFS的CEO称中国近年投入约60亿至120亿美元；另一分析称自2023年以来投入约65亿美元，是美国联邦投入的三倍。
· ITER线圈交付：2025年12月28日，中国承担的ITER校正场线圈全部竣工交付，项目历时15年，实现100%国产化。
美国自身困境
· 资金差距：2026财年，美能源部聚变能源科学项目预算仅7.45亿美元，而行业呼吁的年度投资高达100亿美元。
· 设施老旧：行业人士承认，美国部分聚变装置已运行三十年，参数落后。
EDA Export Controls (US “Wall-Building”)
· Suspension of supply: On May 23, 2025, the US Department of Commerce notified Synopsys, Cadence, and Siemens EDA that licenses would be required for exporting specific software to China.
· Resumption of supply: On July 2–3, 2025, the US government lifted the restrictions, and the three major vendors resumed support and services for Chinese customers.
· Market share: A Morgan Stanley report showed that these three companies once held approximately 82% of China’s EDA market.
Nuclear Fusion (US “Anxiety”)
· CFS CEO interview: On December 30, 2025, Bob Mumgaard, CEO of CFS, warned on Fox Business that the US fusion strategy is “stuck in the past” while China is making major investments.
· Congressional testimony: On September 18, 2025, he called for accelerated action in a House hearing to counter China’s competition in fusion.
China’s Fusion Progress (“Running Ahead”)
· EAST world record: On January 20, 2025, China’s “artificial sun” EAST achieved a high‑confinement mode operation of 1066 seconds at 100 million degrees Celsius, breaking the world record.
· China Huanliu‑3: On March 28, 2025, it achieved “double 100 million degrees” operation with an ion temperature of 117 million degrees and an electron temperature of 160 million degrees.
· China Fusion Energy Company: Incorporated in Shanghai on July 22, 2025, with registered capital of RMB 15 billion.
· Investment scale: CFS’s CEO said China has invested about $6–12 billion in recent years; another analysis puts the figure at about $6.5 billion since 2023, three times the US federal investment.
· ITER coil delivery: On December 28, 2025, China completed and delivered all ITER correction coils – a project spanning 15 years – achieving 100% domestic production.
US Own Difficulties
· Funding gap: In fiscal year 2026, the US Department of Energy’s fusion energy science program budget is only $745 million, while the industry calls for an annual investment of up to $10 billion.
· Aging facilities: Industry insiders admit that some US fusion devices have been operating for thirty years and lag behind in parameters.
Johnson Choi Biz 