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In the current session, Synopsys Inc. (NASDAQ:SNPS) is trading at $437.05, after a 0.01% decrease. Over the past month, the stock decreased by 14.46%, and in the past year, by 16.74%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. How Does Synopsys P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance aga ...

Core Viewpoint - Kahn Swick & Foti, LLC has initiated an investigation into Synopsys, Inc. following a lawsuit filed by Cangrade, Inc. alleging misappropriation of trade secrets [1] Group 1: Legal Issues - Cangrade, Inc. filed a lawsuit against Synopsys, Inc. in February 2025 in federal court in the Northern District of California [1]

Performance Overview - Synopsys shares increased by 2.4% this week, outperforming broader software indexes, while year-to-date performance shows a decline of 6.95% and a 13.51% drop over the past month [1] - The broader software sector only gained 0.33% during the same period, while semiconductor stocks rose by 1.76% [1] Design IP Weakness and China Headwinds - The Design IP segment saw an 8% year-over-year revenue decline, totaling $1.75 billion in fiscal 2025 [1] - Revenue from China dropped by 18%, with no near-term improvement anticipated, indicating a structural headwind for the company [1] NVIDIA Partnership - NVIDIA invested $2 billion in Synopsys at a share price of $414.79, marking a strategic partnership [1] - The collaboration includes GPU acceleration of Synopsys products, integration with Omniverse for intelligent systems, and leveraging ANSYS's channel partnerships for market reach [1] - This investment is expected to enhance debt repayment and positively impact fiscal 2026 earnings per share [1] Ansys Integration and Margin Expansion - The acquisition of Ansys has positioned Synopsys as a leader in engineering solutions, contributing $668 million in Q4 fiscal 2025 and projected to deliver $2.9 billion in fiscal 2026 with double-digit growth [1] - The company is targeting a non-GAAP operating margin of 40.5% in fiscal 2026, up from 37.3%, representing a 320 basis points expansion [1]

Summary of EDA Industry and Company Insights Industry Overview - **Industry**: Electronic Design Automation (EDA) - **Key Players**: Cadence Design Systems (CDNS) and Synopsys (SNPS) - **Market Dynamics**: The EDA industry is expected to experience volatility due to AI-driven disruptions, but high switching costs and ecosystem lock-in are likely to limit risks to incumbents [1][10][31] Cadence Design Systems (CDNS) - **Earnings Expectations**: CDNS is set to report December-quarter results on February 17, with expectations of upside driven by robust IP growth and a record backlog exceeding $7 billion [11][17] - **Revenue Guidance**: Anticipated revenue growth for 2026 is slightly above the consensus estimate of 12% YoY, supported by the Hexagon acquisition and strong IP sales, which account for 14% of revenue [2][13] - **Operating Margin Risks**: The Hexagon acquisition may pose downside risks to the operating margin estimates for 2026, which are expected to expand by 100 basis points [2][18] - **Valuation**: CDNS is currently trading at a 60% premium to the S&P 500, with a price target of $385, reflecting a valuation multiple of 40x C27 EPS [5][71] Synopsys (SNPS) - **Earnings Expectations**: SNPS will report January-quarter results on February 25, with expectations of muted guidance for F2Q26 due to seasonality and the sale of its Processor IP Business to GlobalFoundries, estimated at $70 million [3][21] - **Revenue Guidance**: The company is expected to reiterate its F26 revenue outlook, with potential upside to EPS due to lower interest expenses [25][29] - **Valuation**: SNPS is trading at a 32% premium to the S&P 500, with a price target of $580, reflecting a valuation multiple of 32x C27 EPS [6][79] Key Insights - **High Switching Costs**: The EDA market's high switching costs, driven by foundry-certified workflows, limit the impact of AI disruptions on incumbents like CDNS and SNPS [4][41] - **Market Position**: CDNS and SNPS together command 65-70% of the EDA market, benefiting from significant operating leverage and R&D investments [52] - **Growth Drivers**: The semiconductor industry's record profitability supports the EDA industry's ability to sustain low-double-digit revenue growth, with R&D spending increasing as a percentage of semiconductor revenue [34][35][38] - **Risks**: Potential risks include geopolitical tensions affecting export restrictions, rising competition from emerging EDA providers, and macroeconomic downturns leading to R&D budget cuts [72][81] Conclusion - **Investment Strategy**: Both CDNS and SNPS are rated as Buy, with expectations of sustained revenue growth driven by strong demand in the semiconductor sector and strategic acquisitions enhancing their market positions [6][70][78]

台积电于2月6日正式公布最新EDA联盟名单，该名单共包含12家成员企业。 EDA作为半导体产业"芯片之母"，是先进工艺研发与芯片设计的核心支撑，而台积电EDA联盟更是全球半导体先进工艺生态的关键组成部分，其成员变动 直接反映行业格局调整。 其中，Synopsys（新思科技）、Cadence（楷登电子）、Siemens EDA（西门子EDA）等国际EDA巨头依旧占据主导地位，而Primarius（概伦电子）则是名 单中唯一入选的国产EDA厂商，延续了此前国产厂商"独苗"留守的格局。 图片来源：台积电官网 与上一版本的联盟名单相比，本次更新的核心调整仅有一项：Ansys正式退出联盟成员行列。这一变动的核心原因是Ansys已完成被新思科技收购的流程， 其相关EDA技术与业务能力已全面整合至新思科技体系内，因此不再以独立成员身份出现在名单中，这也意味着新思科技在台积电EDA生态中的话语权 进一步提升。除这一微调外，联盟其余11家成员均保持不变，凸显出台积电EDA生态的稳定性。 整体而言，本次台积电EDA联盟名单的更新，凸显出"高度稳定、动态微调"的整体特征。 当前，国际EDA巨头仍在全球先进EDA领域占据绝对主导地位 ...

Core Viewpoint - Jinglin Asset has made significant adjustments to its stock holdings in the fourth quarter of 2025, increasing its positions in key technology stocks while reducing exposure to others, reflecting a strategic focus on sectors like AI and new energy [1][6][9]. Group 1: Stock Holdings and Changes - As of the end of 2025, Jinglin Asset held stocks in 28 companies in the US market, with a total market value exceeding $4 billion [1]. - The top ten holdings include Google A, Meta, Pinduoduo, NetEase, Manbang Group, Futu Holdings, NVIDIA, Alibaba, Intel, and Atour, with Chinese stocks still dominating the portfolio [1][10]. - The largest holding shifted from Meta to Google A, with Google A valued at approximately $841.97 million, reflecting an increase of 926,084 shares from the previous quarter [2][3][10]. Group 2: Investment Strategy and Focus Areas - Jinglin Asset is focusing on sectors such as AI, new energy, smart driving, and humanoid robots, believing these areas will continue to see rapid growth and investment from both China and the US [1][9]. - The firm emphasizes a balanced global investment strategy, selecting companies with strong valuations and cash flows to mitigate risks while capitalizing on growth opportunities [9]. - The CEO highlighted the importance of major AI application platforms like Google, Apple, ByteDance, Tencent, and OpenAI, predicting that 2026 could be a pivotal year for AI agents [9]. Group 3: Recent Trading Activity - In Q4 2025, Jinglin Asset increased its holdings in Intel by 694,363 shares and in Futu Holdings by 139,473 shares, while also initiating a position in Broadcom [6]. - The firm significantly reduced its holdings in NVIDIA by 1.54 million shares and in Meta by 229,056 shares, alongside partial reductions in other stocks like TSMC and UnitedHealth [6].

根据内部信，葛群经过深思熟虑后决定离开新思科技，休息一段时间照顾家人、陪伴家人。 在新思科技近二十年的职业生涯中，葛群一直是新思科技中国战略的奠基人之一。他明确了发展方向，并将其转化为严谨的市 场推广策略，同时协调跨部门团队执行，推动业务增长，成功应对了复杂的地缘政治环境。 葛群的稳健领导在调动团队和合作伙伴，最终促成了对Ansys收购的成功完成。他还提升了新思科技中国品牌形象，塑造了清晰 的品牌故事，在业内积累了良好的声誉，并在市场上树立了统一的声音。 姚尧自2017年加入新思科技以来，在中国销售部门一路晋升，担任过多个职位，近期担任中国区销售副总裁。他在客户管理和 知识产权运营方面拥有深厚的专业知识，并在建立高效的客户关系和在重点客户中超额完成收入目标方面业绩出色。 芯东西（公众号：aichip001） 作者 | ZeR0 编辑 | 漠影 芯东西2月9日报道，全球EDA巨头新思科技发内部信宣布，新思科技全球资深副总裁、中国区董事长兼总裁葛群即将离职，姚 尧将担任新思科技中国区临时销售负责人，并将加入新思科技市场拓展团队。 ...

新思科技中国区人事变动 据悉，姚尧2017年加入新思科技，在国内销售部门逐步晋升，近期担任中国区销售副总裁，在客户管 理、知识产权运营方面经验深厚，擅长搭建高效客户关系并超额完成重点客户收入目标。2023年时，姚 尧曾任新思科技中国区副总裁，负责华东地区销售业务及战略项目，主导与华东地区重点芯片、手机、 新能源车企及云计算系统公司的战略合作。加入新思科技前，他曾任职于ARM、三星电子总部等企业， 在集成电路、移动无线等多个领域拥有超20年行业经验。 转自：芯榜 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 本文转自媒体报道或网络平台，系 作者个人立场或观点。我方转载仅为分享，不代表我方赞成或认同。若来源标注错误或侵犯了您的合法权益，请及时 联系客服，我们作为中立的平台服务者将及时更正、删除或依法处理。 加入"中国IC独角兽联盟"，请点击进入 新思科技在致销售的内部信中宣布，全球资深副总裁、中国董事长兼总裁葛群即将离职。 内部信称，葛群经深思熟虑后决定离职，以便休息并陪伴照顾家人。在新思科技近二十年职业生涯中， 葛群是公司中国战略的奠基人之一，明确发展方向并落地市场推广策略，协调跨部 ...

Core Insights - The introduction of 2nm and more advanced process nodes will require new power consumption and thermal management methods, while also providing greater design flexibility and more options for performance enhancement and cost optimization [2] - The semiconductor market is evolving, with a shift from traditional low-power chips for mobile devices and high-performance chips for servers to more specialized applications driven by artificial intelligence [2][3] - The transition to multi-die components allows for prioritization of different processors and functionalities, simplifying emergency plans during component shortages [2][3] Group 1: Design and Manufacturing Challenges - The complexity of integrating various components in chipsets is significant, as designing and manufacturing chipsets is easier than integrating them [4] - A hybrid design approach allows for the combination of different standard cells, enhancing flexibility and performance while managing power consumption [5] - The interconnect technology between chips has improved, allowing for the mixing of different process nodes, which helps mitigate cost and yield challenges [6] Group 2: Performance and Power Management - The performance and power advantages of new nodes are not absolute; the real value lies in how close the system can approach the physical limits of silicon [7] - The economic benefits of 2nm technology depend on intelligent management of the power band, as excessive power bands can lead to wasted investments [7] - The trend of increasing power density with each new node presents challenges in thermal management, necessitating advanced cooling solutions [11][12] Group 3: Market Dynamics and Future Directions - The reasons for upgrading to higher process nodes are no longer based on a single factor but vary by market segment and workload [15] - The integration of multiple nodes in a single design is becoming more common, with new PPA/C trade-offs to balance priorities in large systems [15] - The semiconductor industry is at a turning point, requiring continuous management of correctness rather than assuming everything is normal at acceptance [10]