公司预计将产生3亿至3.5亿美元的税前费用，用于支付遣散费和其他一次性离职福利，以及与部分办公 地点关闭相关的成本；同时预计大部分裁员将在2026财年执行，并将在2027财年末基本完成重整计划。 全球EDA领先企业Synopsys(新思科技)近日提交的监管文件显示，该公司将裁员约10%，约涉及2000名 员工，原因是公司希望将投资重新分配到增长机会上。 新思科技于今年早些时候完成了对工程设计公司Ansys的350亿美元现金加股票收购，这一裁员决定是在 收购后做出的。公司在相关声明中指出，这项重整行动将让公司能更有效配置资源，把投资转向人工智 能(AI)芯片设计与系统模拟软件等高增长领域。这是该公司完成Ansys收购后的关键策略调整。这笔总 值350亿美元的现金与股票交易扩大了新思在芯片、汽车与航太模拟设计领域的布局。该公司表示，重 整完成后将具备更灵活的成本结构与资源配置，以应对AI时代的设计需求与产业变局。 公司第三财季设计自动化业务营收同比增长23%，达到13.1亿美元，高于市场预期的11.8亿美元。不 过，设计知识产权(IP)业务营收同比下降7.7%，至4.276亿美元，低于市场预期的5.521亿美元。 ...

Core Viewpoint - Synopsys (SNPS.US) stock price plummeted after third-quarter performance and guidance fell short of expectations, leading to downgrades from several Wall Street analysts [1][2] Group 1: Analyst Ratings and Price Targets - Baird downgraded Synopsys from "Outperform" to "Neutral" and reduced the target price from $670 to $535, citing significant changes in the design intellectual property (IP) outlook, including restrictions in China and changes in customer behavior [1] - Morgan Stanley maintained an "Overweight" rating with a target price of $715, noting strong performance in core electronic design automation (EDA) despite unexpected weakness in the design IP business [1] - Needham kept a "Buy" rating but lowered the target price from $660 to $550, highlighting mixed results post-Ansys acquisition and questioning whether the IP issues are structural or temporary [2] - Wells Fargo reiterated a "Hold" rating while reducing the target price from $630 to $550 [2] Group 2: Financial Performance and Guidance - Synopsys completed the $35 billion acquisition of Ansys in July, but the subsequent financial report showed mixed results, particularly poor performance in the IP business, which has historically influenced stock volatility [2] - Analysts indicated that the fourth-quarter revenue guidance exceeded market expectations, primarily due to the inclusion of Ansys, which offset the weakness in the IP business [1] - Concerns were raised about the potential challenges in financial reporting following the Ansys acquisition, with analysts noting that the company's performance is significantly below historical standards [2] Group 3: Market and Business Outlook - Analysts expressed surprise at the ongoing challenges from the Chinese market and Intel, but remain optimistic that these headwinds will eventually subside [2] - The transition of the IP business model towards "larger IP" (such as subsystems and chips) and its impact on profitability is a key focus for analysts moving forward [2]