> you need to work closely with existing fabs
It's mostly this part.
The fabs are using the EDA companies the same way PC manufacturers used Microsoft in the 1990s. There is only really one company for each particular piece of the EDA toolchain -- Cadence and Synopsys don't really compete directly now that they've run everybody else out of business (or bought them up). "Using" here is in the symbiotic sense.