新思科技（SNPS）一度跌约3%，铿腾电子（CDNS）一度跌超2.3%，英伟达的H20市场前景让这两家公司承 压。 新思科技 synopsys 概览 对比 财务信息 NASDAQ: SNPS : 市场概况 > 新思科技 416.53 USD + 关注 +3.63 (0.88%) ↑ 过去 5 天 4月16日 GMT-4 上午10:23 · 免责声明 1 个月 6 个月 | YTD 1年 5年 最大 1 天 5 天 430 420 410 400 390- 4月11日 4月15日 4月16日 4月14日 643.71亿 624.80 开盘 416.19 市值 52 周高点 419.96 市盈率 30.82 365.74 最高 52 周低点 最低 412.62 股息收益率 Cadence cadence" 概览 对比 财务信息 NASDAQ: CDNS : 市场概况 > Cadence 258.30 USD + 关注 +1.42 (0.55%) ↑ 过去 5 天 4月16日 GMT-4 上午10:24 · 免责声明 1 天 1 个月 6 个月 YTD 5年 最大 5 天 1年 265 260 255 250 24 ...

继新思科技、西门子EDA等国际巨头接连出手并购之后，国内EDA（电子设计自动化）产业的并购步 伐明显提速。 4月11日晚间，国内EDA领先厂商概伦电子披露，公司拟通过发行股份及支付现金的方式取得锐成芯微 100%股权及纳能微45.64%股权，本次交易完成后，锐成芯微与纳能微均将成为上市公司的全资子公 司。 3月31日，行业龙头华大九天亦公布了收购芯和半导体100%股权预案；前者在3月下旬还通过九天盛世 EDA基金在亚科鸿禹B轮融资中战略领投…… 对于近阶段EDA频繁涌现的并购案，芯谋研究企业部总监王笑龙近日向证券时报记者分析："并购整合 是EDA产业发展的重要手段。全球EDA规模约150亿美元，容纳不下太多企业，长期以来国际三巨头也 是通过多年发展以及不断并购，各自构建了完整的产业生态链，形成非常高的壁垒。近几年国内EDA 企业纷纷冒出，但以开发单点工具居多，在此背景下，行业龙头可以通过并购整合补齐多款关键核心工 具，这不仅可以构建更完整的生态系统，还有助于实现全流程EDA平台企业这一目标，提升面对国际 巨头的竞争力。" 他还指出，在国际贸易摩擦不断升级背景下，国内EDA企业不可避免受到一定影响，这更需要企业 ...

Company Performance - Synopsys (SNPS) closed at $421.88, with a slight increase of +0.16% from the previous trading day, underperforming the S&P 500's gain of 0.79% [1] - Over the past month, Synopsys shares have decreased by 5.61%, which is worse than the Computer and Technology sector's loss of 4.81% and the S&P 500's loss of 3.56% [1] Financial Projections - The upcoming earnings per share (EPS) for Synopsys is projected to be $3.39, representing a 13% increase from the same quarter last year, with expected revenue of $1.6 billion, a 10.18% increase year-over-year [2] - For the entire fiscal year, earnings are estimated at $14.88 per share and revenue at $6.77 billion, indicating increases of +12.73% and +8.05% respectively from the previous year [3] Analyst Estimates and Rankings - Recent modifications to analyst estimates for Synopsys are crucial as they reflect changing business trends, with positive revisions indicating optimism about the company's outlook [4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Synopsys at 3 (Hold), with no changes in the consensus EPS estimate over the past month [6] Valuation Metrics - Synopsys has a Forward P/E ratio of 28.31, which is higher than the industry average of 24.06, and a PEG ratio of 2.12, compared to the industry average PEG ratio of 2.09 [7] Industry Context - The Computer - Software industry, which includes Synopsys, has a Zacks Industry Rank of 81, placing it in the top 33% of over 250 industries, indicating strong performance potential [8]

Core Viewpoint - Synopsys Inc. (SNPS) has experienced a 6.8% decline in stock value over the past month, underperforming the Zacks Computer-Software industry's decline of 4.9, raising questions about whether investors should exit or hold the stock. Despite near-term challenges, the long-term growth potential for Synopsys remains strong, suggesting that holding the stock is advisable [1]. Performance Analysis - The decline in Synopsys' stock is attributed to broader market weaknesses and concerns over additional tariffs, particularly a 10% tariff on imports from China, which has negatively impacted investor sentiment. Revenues from China accounted for over 15% of total revenues in 2024, 2023, and 2022 [4]. - The Design Automation segment, a key growth driver, saw only a 3.5% year-over-year sales increase in Q1 fiscal 2025, reaching $1.02 billion, which is significantly lower than the double-digit growth rates seen in previous years [5]. - The stagnation in the Design Automation segment raises uncertainties about maintaining competitive advantages, as these tools are essential for semiconductor design [6]. Economic Context - The decline in segment revenue is partly due to economic uncertainties, with semiconductor companies reducing R&D spending amid fears of an economic slowdown, leading to investor skepticism about sustaining past growth trajectories [7]. Strategic Initiatives - Despite current macroeconomic and regulatory challenges, Synopsys is focusing on long-term value creation by leveraging trends in AI-driven semiconductor design [8]. - The company has developed an AI-powered tool, VSO.ai, aimed at improving verification times and design accuracy, catering to the increasing demand for sophisticated chips [9]. - Synopsys has formed partnerships with major semiconductor companies, including Taiwan Semiconductor Manufacturing, NVIDIA, and Arm Holdings, to advance AI, high-performance computing, and next-generation semiconductor designs [10]. - Collaborations with Taiwan Semiconductor Manufacturing have led to the development of production-ready design processes, while partnerships with NVIDIA and Arm Holdings aim to enhance design capabilities and reduce development time and costs [11][12]. Conclusion - Despite recent stock declines, Synopsys' long-term prospects remain positive due to its strategic focus on AI innovations and partnerships, making it worthwhile for investors to hold the stock [13].

Core Insights - Cadence Design Systems, Inc. (CDNS) is enhancing its business through strategic acquisitions, which provide valuable tools, technologies, and market access to accelerate organic growth [1][2] Recent Acquisitions - In January 2025, Cadence signed an agreement to acquire Secure-IC, a provider of embedded security IP platforms, expected to close in the first half of 2025 [3] - The acquisition will enhance Cadence's capabilities in delivering security solutions for complex system-on-chips across various industries, leveraging Secure-IC's expertise and proven portfolio [4] - Cadence's existing portfolio, including AI/machine learning and digital signal processing solutions, will benefit significantly from Secure-IC's offerings [5] - Previous acquisitions include BETA CAE, which enhances Cadence's Intelligent System Design strategy, and Invecas, Inc., a provider of embedded software solutions [6] - Other notable acquisitions include Intrinsix, which expanded Cadence's footprint in advanced nodes and security algorithms, and the purchase of the SerDes and memory interface PHY IP business from Rambus [6][7] Acquisition Strategy Challenges - While acquisitions can be beneficial, they also present challenges such as integration difficulties and impact on the balance sheet, with Cadence's goodwill and intangible assets totaling $2.973 billion, representing 33.1% of total assets as of December 31, 2024 [8] Competitive Landscape - The pending acquisition of ANSYS by Synopsys is expected to increase competition in the electronic design automation (EDA) space, affecting Cadence and other players like Keysight Technologies [9][10] - Synopsys' acquisition of ANSYS, valued at $35 billion, is anticipated to create a synergistic powerhouse in semiconductor design and testing [10][12] - Keysight Technologies is also pursuing inorganic expansion, having acquired Synopsys' Optical Solutions Group, with the deal expected to close in the first half of 2025 [13]

Core Insights - Synopsys and NVIDIA are deepening their collaboration to accelerate chip design by up to 30 times using the NVIDIA Grace Blackwell platform [1][2] - The partnership aims to enhance the efficiency of electronic design automation (EDA) software, significantly reducing simulation times for various applications [2][3] Group 1: Performance Enhancements - Synopsys' PrimeSim™ SPICE simulation workload is expected to achieve a 30-fold acceleration using the NVIDIA Grace Blackwell platform, reducing simulation time from days to hours [2] - The Proteus tool has been optimized for NVIDIA's H100 GPU, achieving a 15-fold speed increase for optical proximity correction (OPC) and a projected 20-fold acceleration for lithography simulations [2] - Early experiments indicate that applying GPU support and NVIDIA's CUDA-X library to Synopsys' Sentaurus™ TCAD solutions can reduce computation time by 10 times [3] Group 2: Future Developments - Synopsys plans to continue advancing its entire product line on NVIDIA platforms, with over 15 cutting-edge EDA solutions optimized for the Grace CPU architecture expected by 2025 [4] - The integration of NVIDIA's NIM microservices with generative AI technology is anticipated to further enhance chip design efficiency, potentially doubling productivity for partners [4]

Core Viewpoint - Synopsys has experienced a significant decline in stock performance recently, with a return of -14.7% over the past month, which is worse than the Zacks S&P 500 composite's -8.3% and the Zacks Computer - Software industry's -8.6% [2] Earnings Estimates Revisions - For the current quarter, Synopsys is expected to post earnings of $3.39 per share, reflecting a year-over-year increase of +13% and a 30-day change in the Zacks Consensus Estimate of +3.1% [5] - The consensus earnings estimate for the current fiscal year is $14.88, indicating a +12.7% change from the prior year, with a slight 30-day change of +0.6% [5] - For the next fiscal year, the consensus estimate is $17.03, showing a +14.5% change from the previous year, although this estimate has decreased by -1.3% over the past month [6] Revenue Growth Projections - The consensus sales estimate for the current quarter is $1.6 billion, representing a year-over-year increase of +10.2% [9] - For the current fiscal year, the revenue estimate is $6.77 billion, indicating an +8.1% change, while the next fiscal year's estimate of $7.6 billion reflects a +12.3% change [9] Recent Performance and Surprise History - In the last reported quarter, Synopsys generated revenues of $1.46 billion, which is a year-over-year decline of -11.8%, and EPS of $3.03 compared to $3.56 a year ago [10] - The reported revenues exceeded the Zacks Consensus Estimate of $1.45 billion by +0.16%, and the EPS surprise was +7.83% [11] - Over the last four quarters, Synopsys has surpassed consensus EPS estimates three times and revenue estimates three times [11] Valuation Metrics - Synopsys is graded F on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [15] - The assessment of valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) suggests that the stock may be overvalued relative to its historical values and peers [13][14] Overall Outlook - The Zacks Rank 3 suggests that Synopsys may perform in line with the broader market in the near term, despite the recent stock performance and valuation concerns [16]

Announcing Up to 30x Projected Performance Gains on the NVIDIA Grace Blackwell Platform to Speed Circuit Simulations for Next-Generation SemiconductorsNews Highlights: Today's GTC keynote featured Synopsys as part of the ecosystem with full-stack EDA suite acceleration across design, verification, and manufacturing on NVIDIA GPU and NVIDIA CUDA-X libraries. Leveraging the NVIDIA GB200 Grace Blackwell Superchip, Synopsys PrimeSim is projected to accelerate circuit simulation by up to 30x.1 Leveraging the NVI ...

Synopsys Inc. (SNPS) shares have plunged 22.4% in the past year, underperforming the Zacks Computer and Technology sector and the S&P 500 index’s return of 7.8% and 9.5%, respectively. The stock has also underperformed Zacks Computer – Software industry’s decline of 4.6% in the same time frame.This underperformance raises questions — whether investors should buy, sell or hold SNPS stock?Synopsys One-Year Price Return PerformanceImage Source: Zacks Investment ResearchKey Challenges Impacting Synopsys' Perfor ...

Core Viewpoint - The future of Ansys (NASDAQ: ANSS) is increasingly influenced by external factors, particularly bureaucratic and governmental decisions, amid rising geopolitical tensions [1]. Group 1 - Ansys's management and shareholders currently have limited control over the company's future direction [1].