Group 1 - Synopsys, the leading global EDA software provider, reported strong earnings driven by robust demand for AI and HPC, with Q4 revenue increasing by 37.8% year-over-year to $2.26 billion, slightly above market expectations of $2.25 billion [2] - Adjusted earnings per share for Q4 were $2.90, lower than $3.40 in the same quarter of 2024 but exceeding Wall Street's estimate of $2.78 [2] - The Design Automation segment, responsible for semiconductor design software, saw a revenue growth of 65%, rising from $1.12 billion in Q4 2024 to $1.85 billion, accounting for 80% of total revenue, indicating sustained demand for EDA tools driven by AI chip design [2] Group 2 - For Q1 of the 2026 fiscal year, Synopsys forecasts revenue between $2.36 billion and $2.42 billion, with the midpoint exceeding Wall Street's expectation of $2.38 billion, and adjusted earnings per share projected between $3.52 and $3.58, also above the average estimate of $3.36 [3] - Major tech companies are accelerating investments in self-developed AI chips to reduce operational costs, relying on EDA software to streamline complex IC design processes, which is driving strong order momentum for Synopsys [3] - NVIDIA announced a $2 billion investment in Synopsys to collaborate on accelerating computing and AI engineering innovations, attracting significant industry attention [3]