# EDA Growth Hit 10.3%. The Number That Actually Predicts Chip Supply Fell 2.6%.

- slug: eda-growth-hit-103-the-number-that-actually-predicts-chip-supply-fell-26
- date: 2026-04-08
- category: Space & Aerospace

Physical design IP, the metric most directly tied to chip tape-out, contracted in Q4 while planning tools grew. That divergence typically shows up as a supply shortfall 18 to 24 months later.

---