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Amazon과 Synopsys가 다년간 10억 달러 규모의 IP 계약을 체결했으며, Amazon은 맞춤형 칩 개발을 위한 Synopsys의 확대된 실리콘 IP 사업의 주요 고객으로 역할을 한다.

$1B 커스텀 실리콘 IP 거래는 Amazon의 수직 통합 및 칩 설계 독립성 추구를 반영하며, 하이퍼스케일러에 판매하는 제3자 EDA/IP 공급업체의 상용 모델을 검증합니다.
업계 전문지Slicast · 2026년 9월 30일 18:00 UTC · 글로벌 · 출처: Data Center Dynamics
중요도 85

Synopsys and Amazon have signed a multi-year, $1 billion IP agreement to support the development of Amazon's custom chips and AWS infrastructure. The deal marks a significant expansion of Synopsys' silicon IP business, with Amazon designated as its lead customer in this new phase.

Amazon has been developing custom silicon since 2015, following its acquisition of chip design firm Annapurna Labs. Its portfolio now includes Trainium for AI training and inference, and Graviton for general cloud computing and agentic AI workloads. Both chips are built on the Nitro System architecture for security and networking. In July 2026, Amazon reported that its custom chip business had surpassed $25 billion in annual revenue run rate.

Under the agreement, Amazon will gain access to Synopsys' application-optimized silicon IP alongside the company's EDA tools, simulation and analysis capabilities, and agentic AI technologies. In parallel, Synopsys will adopt Amazon EC2 and cloud storage services to accelerate development of its own IP and EDA tools, and will leverage Amazon Bedrock to build and deploy AI applications and agents.

The partners plan to collaborate on accelerating multiphysics solutions for Trainium and Graviton, and will work together across silicon-to-system engineering workflows. Amazon will also develop custom agentic AI capabilities to help its engineering teams design, analyze, optimize, and validate complex chips and systems more efficiently.

"Amazon has invested in custom silicon for more than a decade, and it has fundamentally changed what's possible for AWS and our customers," said Peter DeSantis, SVP of foundational AI, custom silicon, and quantum computing at Amazon. "From Graviton to Trainium, purpose-built chips deliver better performance at lower cost because they're designed for exactly what customers need. As our chip designs grow more ambitious and AI reshapes the engineering process itself, Synopsys helps us move faster across the design cycle, helping us deliver more capable, efficient computing for customers worldwide."

Sassine Ghazi, president and CEO of Synopsys, said: "Special-purpose silicon is at the heart of AWS innovation. As we expand into application-optimized IP solutions, we're proud to have Amazon as our lead customer for this next phase of growth. By combining Amazon's leadership in AI infrastructure and custom silicon with Synopsys' leadership in silicon IP, EDA, and multiphysics solutions, we can dramatically increase the productivity of our teams and shape the future of AI-native engineering."

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Amazon과 Synopsys가 다년간 10억 달러 규모의 IP 계약을 체결했으며,… · Slicast