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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.
Synopsys (SNPS) investor relations material
Synopsys Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025
Key business drivers and recent performance
Recent quarter impacted by a six-week BIS restriction on China sales and a transformative acquisition, leading to disruptions in the IP business.
Two major headwinds for IP: ongoing China market uncertainty and lack of customer uptake for a large foundry investment.
IP revenue growth for FY2026 is expected to be muted, while other business segments are forecasted to grow healthily.
China growth slowed from 20–25% CAGR to significant reductions due to restrictions and customer uncertainty.
De-risking assumptions for IP include no recovery in China and no foundry customer uptake through 2026.
IP business strategy and operational adjustments
IP market shifting from off-the-shelf to customized subsystems, increasing resource intensity and complexity.
Investments in architecture and AI aim to improve efficiency and delivery of customized IP solutions.
New business model includes NRE, use fees, and royalties for subsystem IP engagements.
Resource constraints limit ability to capture all available IP opportunities despite strong demand.
Internal restructuring and division mergers are underway to accelerate capacity and delivery.
Ansys acquisition and cost synergy program
Ansys revenue is performing in line with expectations; future reporting will provide more transparency.
10% headcount reduction by end of FY2026 aims to accelerate $400M cost synergies and enable reinvestment.
Cost synergy target remains $400M, but timeline is accelerated to support business scaling.
Operating margin target remains in the mid-40% range long-term.
IP business model changes and monetization?
Ansys integration: what are the first joint solutions?
Synopsys AI monetization strategy?
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Frequently asked questions
Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits. The company's solutions enable semiconductor manufacturers and system companies to create the integrated circuits that power millions of consumer and enterprise devices, including mobile phones, automobiles, tablets, smart homes and IoT devices. Our product offerings include software design tools, intellectual property libraries and embedded software components; timing analysis tools; physical verification solutions; emulation/formal verification environments; electronic system level (ESL) solutions. The company is based in Mountain View, California.
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