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Cadence Design Systems (CDNS) is once again an interesting long candidate after the recent breakout to an all-time high and the subsequent pullback to the breakout level. The company is expected to benefit from high demand in the AI era, ranging from data centers to Physical AI, thanks to advanced manufacturing technologies. The manufacturing partnerships with Samsung Foundry for 2-nanometer technologies and Intel Foundry for optimizing Intel 14A are being deepened. Cadence is a diversified winner from the increasing chip development activities....
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