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Edge27 Aug 2024
The Silicon Empire: TSMC's Revolution and Morris Chang's Legacy
The story of how Morris Chang founded one of the most important companies in history – the world's largest semiconductor foundry – TSMC.
Cadence Design Systems (CDNS) investor relations material
Cadence Design Systems Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Business model and growth drivers
Central to AI infrastructure, with exponential workload growth and strong customer engagement fueling a flywheel effect.
Achieved consistent double-digit, low-teens revenue growth over the past decade, with improving operating leverage.
Strength across all business lines, including EDA, IP, and system design analysis, with complexity in AI and high-performance computing driving demand.
Record backlog and multi-year contracts provide strong visibility into future revenue, with Q4 expected to set another record.
Hardware refresh cycles and a large install base contribute to predictability and ongoing demand.
AI and customer dynamics
AI complexity is accelerating license growth, with both new and existing customers increasing spend.
AI tools layered on top of traditional EDA workloads are driving incremental, mostly recurring revenue.
Partnerships with foundries like TSMC, Samsung, and Intel are deepening, expanding flows for future customers.
Non-AI semiconductor customers are gradually increasing engagement after lean years, with signs of stabilization.
Acquisitions and portfolio strategy
Recent acquisition of Hexagon's Design and Engineering business (MSC) aims to expand system design analysis, with integration expected to take 12–15 months for full synergy realization.
MSC is expected to be dilutive in the first year but accretive to incremental margin after integration.
Focus remains on organic investment to fill small portfolio gaps, with MSC as the largest recent deal and future M&A expected to be smaller tuck-ins.
How is AI impacting license count growth?
What inning is the hardware refresh cycle in?
MSC acquisition's strategic customer base impact
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Next Cadence Design Systems earnings date
Q4 20259 Feb, 2026
Next Cadence Design Systems earnings date
Q4 20259 Feb, 2026
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Frequently asked questions
Cadence Design Systems, Inc. offers functional verification, logical equivalence checking, and formal verification solutions, as well as tools for emulation, prototyping, field programmable gate arrays, power management design, low power design and analysis, physical verification and signoff, analysis-driven debugging and side channel security defect detection. Cadence Design Systems also provides simulation and debugging products to facilitate hardware and software co-development of embedded computer systems, system level verification solutions that enable SoC verification prior to implementation, a family of emulation platforms with the capacity and performance of large ASICs and the ability to emulate a portion or all of an ASIC and scale to millions of gates. Cadence Design Systems, Inc. was incorporated in 1987 and is headquartered in San Jose, California.
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