MILPITAS, CA — Printed circuit board and multichip module design software revenue rose 3.4% in the September quarter, reaching $466 million, the ESD Alliance announced today.

The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 8.1%.

Electronic system design (ESD) industry revenue increased 8.8% to $5.6 billion in the third quarter, from $5.1 billion in 2024. The four-quarter moving average rose 10.4%.

“The electronic design automation (EDA) industry continues to report strong year-over-year revenue growth in Q3 2025,” said Walden C. Rhines, executive sponsor of the SEMI Electronic Design Market Data report. “All product categories reported increases, with semiconductor IP and services showing double-digit gains. Geographic regions including Americas, EMEA and APAC reported growth in Q3, with a double-digit increase in APAC.”

The companies tracked in the report employed 73,185 people globally in Q3, up 17.3% over 2024 and up 0.9% sequentially.

Computer-aided engineering (CAE) revenue increased 9.1% to $2.1 billion. The four-quarter CAE moving average increased 11.6%. IC physical design and verification revenue increased 1.3% to $865 million. The four-quarter moving average for the category decreased 1.2%.

Semiconductor intellectual property (SIP) revenue increased 13.6% to $1.92 billion. The four-quarter SIP moving average rose 14.8%.

Services revenue increased 10.2% to $221.4 million. The four-quarter moving average rose 13.7%.

The Americas, the largest reporting region by revenue, procured $2.4 billion of electronic system design products and services in Q3 2025, a 3.4% increase. The four-quarter moving average for the Americas rose 10.3%. Europe, Middle East and Africa (EMEA) procured $675 million of electronic system design products and services, a 4.6% increase. The four-quarter moving average for EMEA grew 7.6%.

Japan's revenues decreased 11.5% to $264 million in Q3 2025. The four-quarter moving average for Japan increased 2.4%. Asia Pacific (APAC) procured $2.2 billion, up 20.5%. The four-quarter moving average for APAC grew 12.8%.