MARKET PULSE
SOX$7,833.390.40%NVDA$177.390.93%TSM$301.531.18%INTC$41.535.03%AMD$258.010.64%QCOM$126.800.38%ASML$1,052.480.71%MRVL$102.307.88%ARM$173.093.18%AMAT$195.421.21%SOX$7,833.390.40%NVDA$177.390.93%TSM$301.531.18%INTC$41.535.03%AMD$258.010.64%QCOM$126.800.38%ASML$1,052.480.71%MRVL$102.307.88%ARM$173.093.18%AMAT$195.421.21%

EDA & Design

EDA tools, chip design IP, verification, and design-to-tapeout coverage.

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum
Analysis

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum

Synopsys Q1 earnings show strong AI-led design automation demand, Ansys momentum, and disciplined execution supporting full-year guidance.

Brendan Burke · May 28, 2026 · 6 min

Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum
Analysis

Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum

Cadence Q4 FY 2025 shows AI-led EDA momentum, hardware strength, and record backlog; agentic AI and hyperscaler supporting FY 2026 guidance.

Brendan Burke · May 28, 2026 · 5 min

Arm AGI CPU Goes to Market via Supermicro and Verda at 2026 OCP EMEA Summit
Analysis

Arm AGI CPU Goes to Market via Supermicro and Verda at 2026 OCP EMEA Summit

Agentic AI infrastructure advances as Supermicro and Verda leverage OCP standards to integrate Arm AGI CPUs with NVIDIA GPUs at scale.

Brendan Burke · May 28, 2026 · 5 min

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
Analysis

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Synopsys and NVIDIA chip design collaboration boosts EDA simulation speeds up to 30x with Grace Blackwell, CUDA-X, and NIM microservices.

Richard Gordon · May 28, 2026 · 4 min

CadenceLIVE 2026 — Can Agentic AI Finally Crack 3D IC Design Automation?
Analysis

CadenceLIVE 2026 — Can Agentic AI Finally Crack 3D IC Design Automation?

CadenceLIVE 2026 expands Cadence agentic AI chip design with ViraStack and InnoStack; 3D IC automation remains the toughest frontier.

Guy Currier · May 28, 2026 · 9 min

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
Analysis

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

Cadence Q1 FY 2026 earnings center on agentic AI expansion, hardware demand, and integration execution shaping FY 2026 strategy.

Brendan Burke · May 28, 2026 · 5 min

Arm's $15 Billion CPU Opportunity Hinges on Agentic Data Center Design
Analysis

Arm’s $15 Billion CPU Opportunity Hinges on Agentic Data Center Design

Arm AGI CPU transforms the data center CPU market with first-party silicon, creating a dual revenue model that redefines competition.

Brendan Burke · May 28, 2026 · 9 min

Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design?
Analysis

Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design?

Insights on Synopsys Converge 2026, where the “New Synopsys” unveiled Multiphysics-Fusion, AgentEngineer, and Ansys 2026 R1.

Brendan Burke · May 28, 2026 · 9 min

EDA Vendors Race to Align With TSMC's Angstrom-Era Roadmap at Technology Symposium
Analysis

EDA Vendors Race to Align With TSMC’s Angstrom-Era Roadmap at Technology Symposium

Synopsys, Cadence, and Siemens EDA unveil TSMC collaborations at the 2026 Symposium as COUPE co-packaged optics reshape EDA competition.

Brendan Burke · May 28, 2026 · 8 min

Cadence and NVIDIA Double Down on AI-Driven Engineering—Accelerated Computing Bridges Simulation and Verification
Analysis

Cadence and NVIDIA Double Down on AI-Driven Engineering—Accelerated Computing Bridges Simulation and Verification

Cadence and NVIDIA expand partnership to integrate agentic AI into engineering design, simulation, and verification workflows.

Brendan Burke · Apr 20, 2026 · 5 min