Chip Stock Investor on $SNPS (Oct 26, 2026)
SNPS and Cadence are hard to displace in EDA, doing more than design, deploying AI, and selling platforms and IP. SNPS' stock has slowed much more than Cadence's on merger wrinkles, Intel's troubles becoming SNPS' troubles as its longtime biggest customer, and IP portfolio reshuffling; no directional call.
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And then EDA companies, uh, Cadence and Synopsis are two of the biggest that you can think of in that that space.
key igopoly uh synopsis and cadence probably the biggest second biggest bummer of of the lot.
Is the synopsis video or a clip of it is that is that public? I mean, I know we have we have like an extended session and like some articles on synopsis post Ances merger.
It's not going to be that easy to just replace what Synopsis and and Cadence uh what they do with AI because there's a lot that they do beyond just design um and the design part of their platforms. They're also deploying AI into it.
like cadence has like an entire computing platform uh that they sell their customers synopsis has has has something similar as a part of the business there's the whole IP part of the business as well that is a very important part of selling the whole package um for their customers it's not going to be so easy to just displace them.
The big question for both of them, why the the stock prices have slowed down, Synopsis obviously much more so than than Cadence. It's just simply the mega merger with Ancis. There's a lot of wrinkles that need to be ironed out.
And then like hot on the heels of that merger getting completed, Intel's drama became Synopsis' drama as well. Um because that was their their longtime biggest customer. Um some issues with the IP portfolio that needed to be shuffled around, but you know, these things these things happen.
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