Did Kimi Kill EDA? Cadence CEO’s Exclusive Response to the Controversy
Article excerpt
Not long ago, Kimi K3 independently designed a chip in 48 hours without using commercial EDA tools such as Cadence and Synopsys. Once the news came out, the market compared it to the impact brought by DeepSeek in 2025, which also reignited the discussion that "AI large models will kill EDA software". However, at the latest earnings call and Goldman Sachs conference, Cadence CEO Anirudh Devgan continuously responded to this issue. For the extreme scenario where large models directly generate GDSII in the future and complete tapeout by bypassing commercial EDA tools, his answer is: The three-layer framework will continue to exist, and EDA tools will not be commoditized. According to the technical blog of Moonshot AI, this chip has an area of 4 square millimeters, an operating frequency of 100MHz, adopts the public Nangate 45nm open-source standard cell library, and completes a total of 13 modules. The entire process from RTL to tapeout simulation does not use licensed IP or proprietary software of Cadence and Synopsys. But in Devgan's view, this is a small design using technology from about 20 years ago, and its frequency is 20 to 30 times lower than current technologies. "Even to design one such module, they still need EDA tools." He said that open-source EDA tools have existed for decades and are used in universities or some professional scenarios, but for "doing real...
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At the Goldman Sachs conference, Devgan also introduced Cadence's four current Super Agents, which correspond to front-end design, physical design, analog design, as well as PCB and packaging respectively.
