thanks so much for this analysis. I'm a journalist and I'm trying to get my head around the implications of Synopsys' planned Ansys acquisition. Any way we could speak? I'd be very grateful for your insights.
Any update on your thesis for Cadence and Synopsis after Synopsis announced they will be selling their SIG business? Does this lead you to prefer one over the other? At Synopsis Investor Day in March they basically said the opportunities with AI and the innovation, especially with chiplet design and archtecture, was a huge growth opportunity. In your article you really liked their SIG exposure.
Pinning this for later! Been watching these two for a while now but never quite find the brain capacity to learn them. Thanks for your work!
thanks so much for this analysis. I'm a journalist and I'm trying to get my head around the implications of Synopsys' planned Ansys acquisition. Any way we could speak? I'd be very grateful for your insights.
Ok, feel free to DM me.
This post goes deep into the Synopsys - Ansys deal:
https://www.techfund.one/p/synopsys-ansys-a-semiconductor-software
Cadence and Synopsys are the two best companies in the EDA market and are likely to benefit from the increased adoption of AI/ML.
Thx for the amazing write up🙏👍
Any update on your thesis for Cadence and Synopsis after Synopsis announced they will be selling their SIG business? Does this lead you to prefer one over the other? At Synopsis Investor Day in March they basically said the opportunities with AI and the innovation, especially with chiplet design and archtecture, was a huge growth opportunity. In your article you really liked their SIG exposure.
I think I said the opposite, that SIG would fit better together with a Microsoft Github for example. Both are good names.