公众号记得加星标⭐️，第一时间看推送不会错过。 将系统拆分成多芯片（multi-die）组件，可以优先处理不同的处理器和功能，同时简化在非关键组件 短缺时的应急预案。此外，无需将所有组件都塞进最先进的工艺节点上尺寸与光罩大小相同的SoC芯 片中，而是可以根据实际情况选择合适的工艺节点来开发不同的芯片。 缩小功能尺寸对某些逻辑电路仍然很重要，但能够扩展到最先进节点的功能在整体设计中所占的比例 越来越小。另一方面，只要处理器和内存之间的数据传输速度足够快，能够处理爆炸式增长的人工智 能数据，就可以添加更多以芯片组形式存在的晶体管来提升性能。 " 具 体 到 2nm 工 艺 ， 这 些 复 杂 的 集 成 系 统 中 可 能 只 有 少 数 部 件 会 采 用 最 先 进 的 技 术 节 点 ， " Lam Research公司副总裁David Fried表示。"最终会形成一种优化。你需要为系统的每个元件选择最佳技 术。过去，我们通过单片集成来优化功耗、性能、面积和成本。而先进封装技术使我们能够针对各个 子系统优化功耗、性能、面积和成本。其结果通常是通过异构集成将不同的技术结合起来。芯片组是 分层系统集成的自然演进 ...

We came across a bullish thesis on Synopsys, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SNPS. Synopsys, Inc.'s share was trading at $480.00 as of January 29th. SNPS’s trailing and forward P/E were 63.36 and 35.59 respectively according to Yahoo Finance. Kyndryl Launches Agentic AI Solutions, Targets Aviation and Enterprise AI Deployment Copyright: rawpixel / 123RF Stock Photo Synopsys, Inc. provides electronic design automation software ...

My name is Vishal Patel, I am 27 years old and have been investing in the stock market and crypto markets for approximately 8 years. I have around 15 percent annual returns on average and accumulated a modest $300,000 investment portfolio going into 2026. In 2018, like many novice investors, I began seeking returns through quick trades and arbitrage plays just to find out that the inconsistencies of ad hoc trading can be gut churning and the pain of unpredictable losses often times outweighed the joys of un ...

Industry Overview - Software stocks are experiencing strong demand driven by digital transformation and the rapid adoption of artificial intelligence (AI), including generative AI and Agentic AI moving into real business applications [1] - Key growth drivers include software-as-a-service models, cloud migration, hybrid work models, and increased usage of online payment platforms [1] Factors Favoring Software Stocks - The proliferation of AI-powered applications in various sectors such as voice recognition, telemedicine, and business management software is benefiting industry players [2] - The adoption of cloud-based services, IoT, AR/VR devices, and accelerated 5G deployment are enhancing software stock performance [3] - Rising cyberattacks are prompting enterprises to invest more in cloud-based security solutions, shifting preference towards software-defined models for agility [4] Customer-Centric Trends - A customer-centric approach allows users to perform actions with minimal provider intervention, while pay-as-you-go models enable scalability for different user needs [5] - Subscription-based business models ensure recurring revenues, with the affordability of SaaS models particularly benefiting small and medium-sized businesses [5] Company Highlights Snowflake - Expected to report fourth-quarter fiscal 2026 results on February 25, with a Zacks Rank 3 and an Earnings ESP of +8.08% [8] - Consensus estimate for revenues is $1.25 billion, reflecting a year-over-year increase of 26.9%, while earnings are expected to be 27 cents per share, down 10% from the previous year [9] - Strong customer growth driven by AI capabilities and partnerships with industry leaders like SAP and Google Cloud [10][11] Match Group - Scheduled to report fourth-quarter 2025 results on February 3, with a Zacks Rank 3 and an Earnings ESP of +3.38% [12] - Revenue consensus is $871.6 million, indicating a year-over-year increase of 1.3%, with earnings expected at $1.01 per share, up 23.2% [12] - Benefits from a first-mover advantage in online dating, with Tinder as a key growth driver supported by innovative features and international expansion [13] Synopsys - Set to report first-quarter fiscal 2026 results on February 25, with a Zacks Rank 3 and an Earnings ESP of +0.38% [14] - Revenue consensus is $2.39 billion, reflecting a year-over-year increase of 64.3%, with earnings expected at $3.57 per share, up 17.8% [14] - Growth driven by demand for advanced technology and design solutions, with strong traction for its Fusion Compiler product [15] Cloudflare - Expected to report fourth-quarter 2025 results on February 10, with an Earnings ESP of +0.20% and a Zacks Rank 3 [16] - Revenue consensus is $590.17 million, indicating a year-over-year growth of 28.3%, with earnings per share expected at 27 cents, suggesting a 42.1% increase [16] - Benefits from a growing customer base and robust security solutions, with a dollar-based net retention rate of 119% in Q3 2025 [17]

全球最大的个人电脑制造商联想集团的首席财务官Winston Cheng上周在接受采访时也表示，"我们将看到内存价格上涨"，并指出目前需求旺盛且供应不 足。 Winston Cheng表示，由于内存芯片需求旺盛，他"非常有信心，随着市场周期的推移，我们可以将成本转嫁出去"。因为联想拥有遍布全球的"多元化"供应 链，在全球设有 30 家制造工厂，这可能有助于其减轻内存短缺带来的一些风险。 1月26日，电子设计自动化（EDA）软件及半导体IP大厂新思科技（Synopsys）CEO Sassine Ghazi在接受CNBC采访时表示，存储芯片价格上涨及短缺的情 况很可能会延续至2027 年。这也进一步印证了人工智能（AI）基础设施繁荣造成的存储芯片短缺可能会比预期持续更长时间的观点。 但Winston Cheng也指出，消费电子设备领域"在价格需求方面也受到了一定程度的冲击"。他还补充说，PC和笔记本电脑用户仍在升级到Windows 11，"我 认为产品更新换代周期是真实存在的。"不过，价格上涨会首先冲击电子产品市场的低端产品。 随着数百亿美元的资金持续投入数据中心基础设施，对存储芯片的需求激增，引发了半导体价格前所 ...

SUNNYVALE, Calif., Jan. 27, 2026 /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) today announced it will report results for the first quarter fiscal year 2026 on Wednesday, February 25, 2026, after market close. The company will host a conference call at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to review its financial results and business outlook. Investor Contact: Christine Salvi-Sullivan Synopsys, Inc. (650) 584-1901 Editorial Contact: Continue Reading Synopsys headquarters in Sunnyvale, Calif. (PRNe ...

Group 1 - U.S. stock index futures show mixed performance, with Nasdaq futures up 0.63% and S&P 500 futures up 0.25%, while Dow futures are down 0.44% [1] - Major European indices also display mixed results, with Germany's DAX down 0.09%, UK's FTSE 100 up 0.35%, France's CAC up 0.37%, and the Euro Stoxx 50 up 0.28% [1] - The Federal Reserve officials expect to pause interest rate cuts this week, with an unclear path for future cuts [1] Group 2 - Samsung Electronics and SK Hynix are negotiating with Apple to significantly increase the price of LPDDR memory used in iPhones, with a potential increase of up to 100% [2] Group 3 - The European Union has initiated two compliance procedures to ensure Google meets its obligations under the Digital Markets Act [3] Group 4 - Microsoft has received approval to build 15 additional data centers in Wisconsin, USA [4] Group 5 - Micron Technology is investing $24 billion to expand production in Singapore to address AI chip shortages [5] - Synopsys CEO anticipates that the price increase and shortage of memory chips will persist until 2027 [5] Group 6 - Nike is reportedly planning to lay off 775 employees to enhance profitability and accelerate automation [6] Group 7 - Alibaba has officially launched its flagship reasoning model Qwen3-Max-Thinking, which is noted for its stronger initiative and proficiency in logical reasoning [7] Group 8 - XPeng Motors' CEO expects "very strong" growth this year, with overseas sales growth potentially surpassing that of the domestic market [8] Group 9 - VinFast is collaborating with AI company Autobrains to develop autonomous driving technology [9] Group 10 - The U.S. Treasury has terminated its contract with consulting firm Booz Allen, related to the leak of tax records for Trump and Musk [10] Group 11 - UnitedHealth reported Q4 revenue of $113.215 billion, with adjusted EPS down 69.02% year-over-year to $2.11 [11] - General Motors reported Q4 revenue of $45.29 billion, with a loss of $3.31 billion; the company approved a $6 billion stock buyback plan [12] - American Airlines reported Q4 adjusted EPS of $0.16, which was below expectations, and anticipates a revenue decrease of $150 million to $200 million due to winter storms [13] - Raytheon Technologies reported a 12% year-over-year increase in Q4 sales to $24.24 billion, with adjusted EPS of $1.55, exceeding expectations [14]

Core Insights - Lightmatter has announced a strategic collaboration with Synopsys to integrate Synopsys' 224G SerDes and UCIe IP into Lightmatter's Passage™ 3D Co-Packaged Optics (CPO) platform, aimed at enhancing AI infrastructure [1][2][3] Group 1: Collaboration Details - The collaboration focuses on developing a low-latency CPO platform that optimizes the electrical-to-optical interface, ensuring high-bandwidth connectivity between AI accelerators and Lightmatter's photonic engine [1][2] - The integration of Synopsys' silicon-proven technology into the Passage platform is expected to provide a high-performance, high-volume manufacturing-ready solution for customers [2][3] Group 2: Market Impact - The partnership is seen as a critical step in the maturation of the CPO ecosystem, addressing the market needs for next-generation AI silicon and providing a validated roadmap for hyperscalers to scale AI clusters [4] - The collaboration bridges silicon-centric systems with emerging 3D photonic architectures, reinforcing Synopsys' commitment to advancing the photonic IC design ecosystem [3][4] Group 3: Benefits of the Collaboration - Enhanced bandwidth and energy efficiency are achieved through the optimized 224G SerDes and UCIe IP, which complement the energy-saving benefits of Lightmatter's 3D architecture [7] - The use of pre-verified IP and proven design flows reduces design risk, allowing customers to deliver high-performance AI silicon on schedule [7] - The collaboration accelerates time-to-market by leveraging Synopsys' AI-powered electronic design automation tools, facilitating the co-design of electrical and photonic components [7]

Core Viewpoint - The CEO of Synopsys, Sassine Ghazi, stated that the price increase and shortage of memory chips will persist until 2027, primarily due to high demand from AI infrastructure and limited production capacity [1] Group 1: Memory Chip Market - The majority of memory produced by top manufacturers is directly used for AI infrastructure, leading to shortages in other markets that also require memory [1] - Ghazi indicated that while chip companies are working to expand production, it will take at least two years to achieve significant capacity increases, contributing to ongoing supply constraints [1]

【环球网财经综合报道】全球芯片设计自动化工具龙头新思科技（Synopsys）首席执行官盖思新（Sassine Ghazi）近日发出警示，由人工智能基础设施热潮 引发的存储芯片供应紧张与价格上涨，可能会持续到2027年。这一判断加剧了市场对全球半导体供应链结构性失衡的担忧。 从历史来看，内存芯片行业以其强烈的周期性波动著称，在短缺与过剩之间循环。但本次由AI引发的需求被普遍认为具有"结构性"和"持久性"特征，正在重 塑行业的增长逻辑。正如盖思新所言，"现在对存储芯片厂商来说，是一个黄金时代。"然而，这个"黄金时代"对全球电子产业供应链带来的挑战，才刚刚开 始显现。 AI基础设施"，导致智能手机、个人电脑、汽车乃至消费电子等其他市场需求受到严重挤压，因为已没有多余产能可供分配。 尽管主要存储芯片厂商正在计划扩大产能，但盖思新强调，从投资到生产线真正投产，至少需要"两年时间"，这决定了紧缺格局在短期内难以缓解。券商研 究也佐证了这一观点，新增产能主要集中在2027年及以后释放，2026年行业将呈现需求快速增长而供给释放滞后的结构性错配。 持续的供应紧张正推动存储芯片价格强劲上涨，一些分析将此轮行情称为"超级周期"。 ...