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is the engagement around 14A more likely an incremental driver to the sort of 20-25% growth
is Cadence able to sort of charge for AgentStack or the increased base licenses as an incremental add-on
could you help us think about gross margins and OpEx trajectory?
I am wondering how much visibility do you have in the enterprise data end market?
Could you provide an update with regards to which end markets are currently above or below that corporate average
Is there any market share gains assumption there, or is it just primarily due to this industry growth?
I was hoping if you could share more, especially with regards to material side of things like gallium nitride, silicon carbide
how do you guys feel today versus a quarter ago. Especially, you guys have come a long way since the start of the year
does it mean that MPS sort of back to the historical kind of diversified growth where there's no one customer that's more than 5%
that would imply sort of like a close to a 20% growth rate perhaps for next year. Is that a right assumption?
is there room for gross margin expansion going forward in the second half?
could you provide more color on those applications? And also, when can we expect
is it unreasonable to think that IP business could achieve a much stronger growth than the mid-teens
can we use the Rule of 50 to think about the operating margins at a normalized level
Is there a risk that Synopsys may miss customer design starts or customers may shift away from using the IP that Synopsys has developed
Is that the same reason for the lower growth rate this year as well? And are there any share shift dynamics happening over there
Synopsys, Inc. provides several IPs for a large foundry customer, including the in EMID advanced packaging technology