Cadence Design Systems: A Silent Winner of the AI Supercycle with Complex Chips and More Custom Solutions!

Among the beneficiaries of the AI era is the provider of chip design software, Cadence Design Systems (CDNS). The following reasons could be behind this. As Cadence's management emphasized in the last conference call, the rapidly growing complexity of modern semiconductors driven by AI is creating strong demand for the company's EDA and IP solutions. Ever smaller manufacturing nodes, highly integrated system architectures, and memory technologies such as HBM4 or LPDDR6 present chip developers with challenges that can hardly be addressed without...