最新！新思裁员10%，股价暴跌

Core Viewpoint - Synopsys, a chip design software manufacturer, experienced a significant drop in stock price after warning that U.S. export restrictions are causing a slowdown in the Chinese semiconductor market, which is the largest globally [1][5]. Financial Performance - In the quarterly report, CEO Sassine Ghazi indicated that efforts to develop proprietary intellectual property have not met expectations, primarily due to challenges from China [3]. - The company reported adjusted earnings per share of $3.39 and revenue of $1.74 billion for the quarter ending July 31, which fell short of Wall Street expectations of $3.80 per share and $1.77 billion in revenue [8]. - For the upcoming quarter ending October 31, Synopsys expects revenue to reach $2.26 billion, with adjusted earnings per share projected between $2.76 and $2.80, significantly lower than analysts' previous expectations of over $4 per share [6][8]. Market Context - The U.S. government has implemented export restrictions on advanced semiconductor technology to China, citing national security concerns, which has impacted companies like Synopsys and its competitor Cadence Design Systems [5]. - The stock price of Synopsys fell over 19% in after-hours trading, reflecting investor concerns over the company's performance and outlook [3][12]. Strategic Direction - CEO Ghazi mentioned a need to refocus resources and reduce the workforce by approximately 10% due to underperformance in the intellectual property business [3]. - The recent acquisition of Ansys for $35 billion is seen as a transformative move for Synopsys, expanding its product offerings and customer base amid challenging geopolitical conditions [9][10]. Future Outlook - CFO Shelagh Glaser expressed a more conservative outlook for the fourth quarter, while still anticipating a second consecutive year of profit growth [11].