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Cadence Design Systems

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TSMARMSNPSCDNS
partner 2competitor 1

relationship list

  • SNPScompetitor0.90
  • TSMpartner0.70
  • ARMpartner0.60

market consensus 3prediction-market quotes (latest)

recent signals

2026-07-28·CDNS·earnings surprise
highup

Cadence Design Systems reported Q2 revenue of $1.58B, up 24.2% YoY, beating estimates, and raised its FY2026 revenue...

Cadence Design Systems reported Q2 revenue of $1.58B, up 24.2% YoY, beating estimates, and raised its FY2026 revenue forecast to $6.26-6.34B above the $6.21B consensus, driven by AI chip design demand (Reuters).

spilloverSNPSTSMARMAAPLNVDAAMDAVGOMRVL+4
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2026-07-16·CDNS·new product launch
highup

Cadence has introduced AuraStack, an AI 'super agent' platform designed to accelerate PCB and advanced chip packaging...

Cadence has introduced AuraStack, an AI 'super agent' platform designed to accelerate PCB and advanced chip packaging design.

spilloverSNPSTSMNVDAAMDAVGOMRVL
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2026-05-30·CDNS·partnership
medup

Cadence and Samsung Foundry announced a multi-year agreement to expand Memory and Interface IP, including NVIDIA...

Cadence and Samsung Foundry announced a multi-year agreement to expand Memory and Interface IP, including NVIDIA NVLink-C2C, and certify Cadence's agentic AI EDA flows on Samsung's second-generation 2nm node.

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2026-05-29·CDNS·eda competitive threat
lowdown

Peking University's School of Integrated Circuits has unveiled a prototype EDA tool specifically designed for Huawei's...

Peking University's School of Integrated Circuits has unveiled a prototype EDA tool specifically designed for Huawei's LogicFolding architecture, a 3D chip design approach that folds transistor-level logic into vertical stacks.

spilloverSNPSTSMARM
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Cadence Design Systems (CDNS) — signals and market context — High Signal