Cadence Advances SoC and Chiplet Design With Samsung Foundry

Core Insights - Cadence Design Systems, Inc. (CDNS) has expanded its partnership with Samsung Foundry through a new multi-year IP agreement aimed at enhancing its memory and interface IP solutions across Samsung's advanced process technologies [1][10] Group 1: Partnership and Collaboration - The collaboration combines Cadence's AI-driven design platforms with Samsung's fabrication technologies to deliver high-performance, low-power solutions for AI data centers, automotive applications like ADAS, and next-generation RF connectivity [2] - The renewed IP agreement reinforces Cadence's commitment to accelerating innovation, allowing mutual customers to develop next-generation products faster and more efficiently [3] Group 2: Advanced IP Offerings - Under the expanded IP agreement, Cadence will provide a robust suite of advanced IP targeting AI, HPC, and automotive markets, including memory and interface IP such as LPDDR6/5x-14.4G, GDDR7-36G, DDR5-9600, and PCIe 6.0/5.0/CXL 3.2 [4] - Tailored IP offerings include LPDDR5X-8533 PHY for automotive and a 32G PCIe 5.0 PHY for SF2P, further enhancing their joint IP portfolio [4] Group 3: Digital and Verification Solutions - Cadence's digital full flow has been certified for Samsung's SF2P node, developed through extensive design-technology co-optimization, including Hyper Cell methodology and Local Layout Effect support [5] - The Pegasus Verification System and broader physical verification flow have been certified for SF2P and other nodes, ensuring signoff-grade accuracy and scalability, thus reducing time-to-market [6] Group 4: RF and 3D-IC Innovations - Cadence and Samsung have demonstrated an advanced co-design flow for Front-End Module (FEM) and Antenna-in-Package (AiP) designs targeting mmWave applications, improving design data management and enabling quicker development cycles [7] - In the 3D-IC space, a comprehensive power integrity flow has been developed, resolving 80–90% of IR-drop issues with minimal performance impact, showcasing the effectiveness of Cadence's AI-driven analysis [8] Group 5: Market Performance - CDNS currently holds a Zacks Rank 3 (Hold), with shares increasing by 18.5% over the past three months, compared to the Zacks Computer-Software industry's growth of 21.3% [9]