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Research · $CDNS · Cadence Design Systems, Inc.

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Cadence: durable design tools, demanding expectations

We initiate with hold. Cadence benefits from increasingly complex chip design, but the research tests its valuation, acquisition economics and the price at which patient ownership becomes more attractive.

CDNSElectronic design automationHoldElevated risk
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Archival Cadence Research and Development Center photograph, uploaded in 2009
Cadence; crop: Cristiano Tomás · CC BY-SA 3.0 · Wikimedia Commons

Stance

Hold

Risk

Elevated risk

Reviewed

YieldCove Research Desk

Updates

0

6 min read

CDNS

The verdict

Members only
StanceHoldRiskElevated risk
Wheel fit
•••
CSP entry zone
•••
Fair value
•••

On September 23, Cadence described certified tool flows for TSMC N2P and progress in advanced interconnect IP. Certification supports the argument that design tools become embedded in customer workflows. It does not establish a specific new revenue amount, and this article adds none. We would…

Inside this report1 chart2 tables6 min read

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