M Update Empyrean Technology Co Ltd | Asia Pacific US lifts EDA export restriction What's new? According to Reuters (link), Synopsys (SNPS.O) and Cadence Design Systems (CDNS.O) are restoring access to their software and technology for their customers in China. To our knowledge, Cadence hasn't yet confirmed the news. Meanwhile, Synopsys issued a statement in connection to the lifting of recent US export restrictions related to China (link) that it is working to restore access to recently restricted products ...

Core Viewpoint - The recent earnings season has alleviated concerns regarding an AI infrastructure bubble, indicating sustained demand for data centers and related equipment, while investors are shifting focus from high-valuation tech stocks like NVIDIA to more attractively priced alternatives [1][2]. Group 1: Company Insights - Super Micro Computer Inc. (SMCI) is experiencing a turnaround after resolving accounting irregularities, with analysts now optimistic about its growth prospects linked to NVIDIA's Blackwell chips, projecting revenue to triple in the coming years [4][5][6]. - Arista Networks Inc. (ANET) is positioned to maintain its leadership in Ethernet networking, with significant clients like Meta and Microsoft, despite facing a 15% decline in stock due to tariff concerns; however, it has shown a 7% increase in the last three months [8][10]. - Synopsys Inc. (SNPS) provides essential electronic design automation tools for AI chip development, with a projected 25% compound annual growth rate in earnings over the next five years, despite facing challenges from trade restrictions [12][13][14]. Group 2: Market Trends - Investors are actively seeking value in the AI sector, moving away from premium-priced stocks and looking for companies that are not priced for perfection but still show strong revenue and earnings growth [2][3]. - The demand for data center infrastructure is expected to grow, driven by the increasing reliance on AI technologies, which will benefit companies like Super Micro and Arista Networks [1][8].

Silvaco Group (SVCO) FY 2025 Conference June 11, 2025 04:00 PM ET Speaker0 Afternoon, everyone. It's Blair Abernethy, a software analyst here with Rosenblatt. Welcome to another session this afternoon. Here this time, we're switching gears over to the design software space with Silvaco. With us here on the line is CEO, Bebek Tahiri, who has been with the company for several years, took it public last year. And joining him is Keith Tainsey. Keith is CFO of Solvaco. We're going to just actually start off with ...

Today, Synopsys (NASDAQ: SNPS ) is the unequivocal leader in the electronic design automation (EDA) market, developing software solutions for the automation of chip design. An important part of the company's business is licensing IP blocks, such as USB interfaces and memory controllers, which becomeHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked ...

Shares in semiconductor design products company Synopsys (SNPS -1.89%) spiked higher by 5.5% in early trading today before settling back later in the day. The move came after the U.S. Federal Trade Commission (FTC) gave conditional approval for its intended $35 billion acquisition of simulation and analysis software company Ansys (ANSS -0.57%).For reference, the European Commission has already approved the acquisition. Synopsys is now awaiting approval from China before potentially closing the deal in the s ...

Core Insights - Synopsys reported revenue of $1.6 billion for the quarter ended April 2025, reflecting a year-over-year increase of 10.3% and an EPS of $3.67, up from $3.00 in the same quarter last year [1] - The reported revenue met the Zacks Consensus Estimate, with a slight surprise of +0.16%, while the EPS exceeded expectations by +8.26% [1] Revenue Breakdown - Maintenance and service revenue was $265.26 million, below the estimated $279.24 million, representing a year-over-year decline of -4.1% [4] - Total products revenue reached $1.34 billion, slightly above the $1.32 billion estimate, marking a year-over-year increase of +13.7% [4] - Design IP revenue was $482 million, surpassing the average estimate of $443.37 million, with a year-over-year growth of +20.6% [4] - Design Automation revenue was $1.12 billion, below the estimated $1.16 billion, showing a year-over-year increase of +6.4% [4] - Upfront products revenue was $510.68 million, exceeding the estimate of $415.15 million, with a significant year-over-year increase of +28.8% [4] - Time-based products revenue was $828.33 million, falling short of the $904.12 million estimate, but still reflecting a year-over-year growth of +6% [4] Stock Performance - Synopsys shares have returned +11.1% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

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]

Siemens EDA is a global technology leader in Electronic Design Automation software. Our software tools enable companies around the world to develop highly innovative electronic products faster and more cost-effectively. Our customers use our tools to push the boundaries of technology and physics to deliver better products in the increasingly complex world of chip, board, and system design. Key Responsibilities: Qualifications WE ARE SIEMENS A collection of over 377,000 minds building the future, one day at ...