$CDNS · Chip Stock Investor · 2026-10-26
Cadence 与 Synopsys 同为领先的 EDA 公司，不太容易被 AI 取代，因为它做的远不止设计，还在其平台中部署 AI、销售计算平台，并拥有重要的 IP 业务。它一直保持着相当不错的复利增长。
逐段跳播
然后是 EDA 公司，Cadence 和 Synopsis 是你能想到的这个领域最大的两家。
And then EDA companies, uh, Cadence and Synopsis are two of the biggest that you can think of in that that space.
关键寡头 Synopsis 和 Cadence，大概是这批里表现最差、第二差的。
key igopoly uh synopsis and cadence probably the biggest second biggest bummer of of the lot.
用 AI 取代 Synopsis 和 Cadence 所做的工作不会那么容易，因为他们做的远不止设计，还有设计平台的部分。他们也在把 AI 部署进去。
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.
比如 Cadence 有整个计算平台卖给客户，Synopsis 也有类似的业务部分，还有整个 IP 业务部分，这对向客户销售整个方案非常重要，要取代他们不会那么容易。
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.
Cadence 实际上一直是一个相当不错的复利增长型公司。
Cadence is actually continued to be a fairly decent little compounder.