Results Summary Quarterly revenue of $1.604 billion, exceeding midpoint of guidance. Quarterly GAAP earnings per diluted share of $2.24; non-GAAP earnings per diluted share of $3.67, exceeding guidance. Reaffirming full-year 2025 revenue guidance, and non-GAAP operating margin guidance. SUNNYVALE, Calif., May 28, 2025 /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) today reported results for its second quarter of fiscal year 2025. Revenue for the second quarter of fiscal year 2025 was $1.604 billion, compared ...

Core Viewpoint - Siemens' EDA division may suspend support and services for mainland China due to a notification from the U.S. Department of Commerce's Bureau of Industry and Security (BIS), which requires Siemens to "decouple" from its customers in China [1] Group 1: Impact on the Semiconductor Industry - The potential suspension of EDA tools from Siemens, along with Synopsys and Cadence's cautious stance, poses a significant challenge for Chinese companies reliant on imported EDA tools for chip design [1] - Lack of necessary technical support could hinder R&D progress, impacting the entire semiconductor supply chain [1] - The situation is being closely monitored by both Chinese and international industries for its potential ripple effects on the global semiconductor supply chain [1] Group 2: Response and Adaptation - In response to this uncertainty, the Chinese government and domestic companies are accelerating efforts towards independent innovation and technological self-sufficiency to reduce sensitivity and dependence on external changes [1][2]

Core Viewpoint - Synopsys is expected to report strong fiscal second-quarter results driven by robust demand in AI and high-performance computing, despite some macroeconomic challenges impacting corporate budgets and currency exchange rates [3][7]. Financial Expectations - Non-GAAP earnings per share are anticipated to be between $3.37 and $3.42, with the Zacks Consensus Estimate at $3.39, indicating a 13% year-over-year increase [1]. - Revenue projections for the fiscal second quarter are between $1.585 billion and $1.615 billion, with the Zacks Consensus Estimate at $1.60 billion, reflecting a 10.10% increase from the previous year [2]. Growth Drivers - The performance is likely to benefit from strong demand in AI and high-performance computing markets, along with the momentum from Synopsys' expanded hardware-assisted verification (HAV) portfolio [3]. - The launch of next-generation HAPS 200 and ZeBu 200 systems, which offer up to 2x better performance, has reinforced Synopsys' leadership in HAV, with major customers like AMD, ARM, NVIDIA, and SiFive adopting these technologies [4]. - Advancements in agent AI are expected to enhance productivity across the industry, with continued adoption of Synopsys.ai driving significant growth [5]. - Development of IP for the global foundry ecosystem, particularly in security and encryption solutions, is also anticipated to positively impact results [6]. Challenges - Ongoing macroeconomic challenges and tightening corporate budgets are expected to partially offset the positive impacts of growth drivers [7]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for Synopsys, as it holds a Zacks Rank 3 and an Earnings ESP of 0.00% [8].

Core Insights - Wall Street analysts forecast Synopsys (SNPS) to report quarterly earnings of $3.39 per share, reflecting a year-over-year increase of 13% [1] - Anticipated revenues for Synopsys are projected to be $1.6 billion, indicating a 10.1% increase compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting a reassessment of projections by covering analysts [1] Revenue Estimates - Revenue from Maintenance and Service is expected to reach $279.24 million, showing a year-over-year change of +1% [3] - Total Products Revenue is estimated at $1.32 billion, indicating a +12.3% change from the prior-year quarter [4] - Revenue by segment for Design IP is projected to be $443.37 million, reflecting a +10.9% change from the year-ago quarter [4] - Revenue by segment for Design Automation is anticipated to reach $1.16 billion, indicating a +9.9% change from the prior-year quarter [4] - Upfront Products revenue is forecasted at $415.15 million, suggesting a +4.7% year-over-year change [5] - Time-based Products revenue is expected to come in at $904.12 million, reflecting a +15.7% change from the year-ago quarter [5] Stock Performance - Synopsys shares have increased by +14.7% in the past month, outperforming the Zacks S&P 500 composite, which has moved up by +10.7% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [6]

Group 1 - Synopsys, Inc. is currently in a notable situation due to an upcoming merger with Ansys [1] - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion, which present significant growth opportunities [1] - The ideal companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or more [1] Group 2 - A conservative investment strategy is primarily adopted, with occasional pursuits of favorable risk-reward opportunities [1] - The approach emphasizes maintaining a long-term perspective to generate higher returns compared to market indices in a rapidly evolving investment landscape [1]

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]

Core Insights - Synopsys and Intel Foundry have announced collaborations to enhance EDA and IP solutions for advanced semiconductor processes, specifically targeting the Intel 18A and 18A-P process nodes [2][5][6] EDA and IP Solutions - Synopsys has introduced certified AI-driven digital and analog design flows for the Intel 18A process node and production-ready EDA flows for the Intel 18A-P process node, which includes advanced technologies like RibbonFET and PowerVia [2][6] - The collaboration aims to accelerate the development of AI and high-performance computing (HPC) chip designs, providing comprehensive technologies for mutual customers [5][6] Multi-Die Design Innovation - Synopsys and Intel Foundry are working together to enable the new Embedded Multi-die Interconnect Bridge-T (EMIB-T) technology, which combines benefits from both 2.5D and 3D packaging technologies [3][9] - The EMIB-T reference flow is powered by Synopsys' unified exploration-to-signoff platform, facilitating efficient designs and high-quality results [9] Power, Performance, and Area (PPA) Optimization - Synopsys' EDA flows are optimized for power and area, leveraging Intel's PowerVia technology for enhanced thermal-aware implementations [6][10] - The collaboration has resulted in significant advancements in power, performance, and area (PPA) for designs on Intel 18A and Intel 18A-P process nodes [6][10] Ecosystem Expansion - Synopsys has joined the Intel Foundry Accelerator Design Services Alliance and the Intel Foundry Accelerator Chiplet Alliance to further support the semiconductor ecosystem [11] - This membership aims to enhance interoperability and manufacturability for multi-die chip designs on Intel 18A [11]

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其他人对此表示赞同。"我们最近重组或重新激活了一个跨公司的 AI 团队，"Cadence 验证软件产 品管理高级部门主管 Matt Graham 说，"我们仍然需要基础引擎，工程师需要理解所有这些的要 求。但我们也需要这些总体工程团队。以前，这些可能是市场营销团队和产品工程团队——上市类 型的团队，如果我们以某种方式将它们结合起来使用，我们可以解决诸如低功耗混合之类的问题。 但我们越来越发现这实际上是一个工程问题，而不仅仅是一个上市解决方案。我们可能需要在工具 中构建特定的功能，或者在代码级别（而不仅仅是在脚本级别）将特定的流程拼接在一起，以实现 这些不同的解决方案。这不是一个完全统一的单一流程，但它是一个接一个地流动的。" 一个巨大的挑战是如何集成各种 AI 实现，这实际上可以在设计过程开始时收集的数据与芯片制造 前后显示的结果之间架起一座桥梁。 "我们的应用工程师团队和产品工程团队越来越开始构建这种跨职能的知识，"Graham 说，"我们 的客户也在寻找这类人才并组建这类团队。验证工程师非常擅长使用 UVM、SystemVerilog 和运 行各种调试工具来找到仿真过程中发现的逻辑错误的根本原因。但他们也 ...

Core Insights - Synopsys, in collaboration with TSMC, is enhancing EDA and IP solutions for advanced semiconductor designs, particularly focusing on AI chip design and 3D multi-die innovations [2][3] - The partnership aims to accelerate the adoption of Angstrom-scale designs through certified EDA flows on TSMC's latest processes, including A16 and N2P [2][4] Collaboration and Innovation - Synopsys and TSMC are working together to provide certified digital and analog flows that improve design productivity and optimization for advanced semiconductor processes [2][3] - The collaboration includes the development of EDA flows for TSMC's A14 process, demonstrating Synopsys' commitment to high-performance design solutions [5] Technology Advancements - Synopsys' 3DIC Compiler supports TSMC's CoWoS technology, enabling unprecedented 5.5x reticle interposer sizes, which is crucial for next-generation HPC and AI chips [7] - The integration of multi-physics analysis and signoff solutions with Ansys simulation technologies enhances power, thermal, and signal integrity analysis for advanced designs [7] IP Solutions and Market Impact - Synopsys offers a broad portfolio of silicon-proven IP solutions for TSMC's advanced processes, which are essential for achieving low power and high performance in various applications, including HPC and automotive [8][9] - The successful deployment of Synopsys IP in thousands of designs helps reduce integration risk while meeting stringent power, performance, and area targets [8] Industry Engagement - Synopsys is actively participating in industry events, such as the TSMC Tech Symposium, to showcase its innovations and strengthen partnerships within the semiconductor ecosystem [10]