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27.10.26 - 03:06
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Cadence says chip design demand is broadening beyond AI as analysts test margins, rival targets (Digitimes)
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Cadence Design Systems used its third-quarter earnings call to argue that demand for chip design tools is no longer tied only to the AI hardware buildout. It pointed to analog and memory chipmakers, system companies, and new entrants such as space and finance firms designing their own silicon. Analysts on the October 26 call pressed two questions that will shape the coming year: how much growth comes from agentic AI rather than hardware, and whether Cadence can match the long-term targets rival Synopsys set a month earlier....
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27.10.26 - 03:06
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Cadence bets on its own chip design AI models as Synopsys teams up with OpenAI (Digitimes)
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Cadence Design Systems is betting that chipmakers will want AI models trained on its own design tools and run wherever customers choose. That puts it on a different route from rival Synopsys, which is building its specialized model with OpenAI on OpenAI-hosted infrastructure. On October 26, alongside its third-quarter results, Cadence introduced Maestro, a portfolio of domain-specialized AI models that power its AI super agents for chip and system design....
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27.10.26 - 01:48
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Cadence raises 2026 outlook as AI design demand drives record backlog (Digitimes)
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Cadence Design Systems' third quarter suggests demand for chip design tools is still rising, with AI-driven design work showing up in both revenue and backlog, while the cost of buying growth is hurting profitability. Revenue for the three months ended September 30, 2026, rose 22% from a year earlier, the company said on October 26, but operating income barely moved....
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