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Cadence Design Systems (CDNS) investor relations material
Cadence Design Systems Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
AI and design innovation
AI is leveraged both to build AI systems and to enhance design tools, improving productivity and design quality, especially in power, performance, and area (PPA), with AI tools delivering up to half the benefit of a technology node shift.
Exponential growth in chip complexity and workload is expected to continue for at least the next decade, necessitating AI-driven productivity gains to keep pace.
AI and automation are increasing their share of R&D budgets, now approaching 11%, as companies seek to manage rising design complexity without proportional increases in engineering headcount.
Market trends and customer activity
Chip design activity is accelerating, with increased commitment from hyperscalers and system companies to develop their own silicon, driven by AI infrastructure and physical AI applications.
Revenue growth is supported by rising chip complexity and customer willingness to pay for value, with a focus on maximizing both revenue and operating margin.
The market for silicon is projected to reach $1.2 trillion by 2030 and $2.5 trillion by 2035, with both system and semiconductor companies expected to increase R&D investment.
Geographic and regulatory landscape
China revenue has stabilized after a brief EDA ban, now representing about 10-11% of total revenue, down from 17% a few years ago, with demand remaining strong and the regulatory environment currently stable.
The company is geographically and product diversified, reducing risk from regional disruptions.
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