Topic

SNPS

A collection of 3 issues

Synopsys' Pricing Evolution in Design IP

While design IP was as high as 39% of Synopsys total revenue back in 2022, it has come down to ~25% of revenue following Ansys acquisition. So, although this segment has somewhat declined in significance, the performance of this segment can still be needle mover for the company. It certainly

Why Synopsys Sank

First, let me follow-up on yesterday’s piece related to Oracle’s eye-popping quarter and what it may have implied for the broader ecosystem. Later yesterday, WSJ reported that it was OpenAI who signed a contract with Oracle to buy $300 Billion of compute in the next five years! It

Synopsys: Harnessing Complexity

You can listen to this Deep Dive here Chip design has long been a paradoxical craft. On one hand, engineers must trust sophisticated software to help them craft circuits of mind-boggling complexity; on the other, they maintain a healthy skepticism, knowing a single flaw can doom a chip. The old