CDNS Cadence Design Systems, Inc.

$CDNS expands partnership w/ $TSM to deliver advanced capabilities for AI & HPC designers Cadence has achieved tool certification for TSMC’s advanced A14 process, demonstrated an industry-leading UALink solution in TSMC N3P, & introduced new silicon-proven IP for N3P & N2P technologies Cadence's digital full flow, signoff flow, and custom/analog flows are now certified for TSMC A16 &A14 process technologies. The digital full flow features the Innovus Implementation System, Cadence Cerebrus Intelligent Chip Explorer for DTCO, & enhanced signoff tools including the Tempus Timing & ECO Solution, EMX Planar 3D Solver, Voltus IC Power Integrity Solution, Quantus Extraction Solution, Pegasus Verification System, the Liberate Characterization Portfolio, & the enabled Genus Synthesis Solution This partnership, the companies are enabling agentic AI chip & 3D-IC design flows across TSMC's N3, N2, A16 & A14 process technologies, including TSMC 3DFabric support for wafer-scale systems with hundreds of chiplets

$CDNS I also picked up $SNPS at the lows. It’s crazy to think these chip design duopolies were trading at multi-year lows in the middle of an AI bull market. When I write about this later in a Substack post, it’ll be so clear. But did you buy? Probably not, since the headlines were nothing but FUD.

$CDNS Silent Sleeper. Absolutely LOVE this company. THE ENTIRE INDUSTRY USES THEM U GUYS.

$CDNS Curious, when other sector stocks turned down today CDNS keept up... Something is up?

$CDNS Shares fell 10% this past week in the tech selloff, and KeyBanc is expecting the Oct. 26 print to push estimates the other way. Analyst Jason Celino anticipates "quite a large estimate revision," with fourth-quarter consensus looking overly conservative against organic revenue growth in the high teens.

$CDNS $SNPS yeah buddy. There seems be a dynamic duo in each area of the tech stack. This is one of them. 🤑

$CDNS Cadence Designs, a semi-conductor company $SMH traded just 18 shares for profit. Sep-23-2026 YOU SOLD CADENCE DESIGN SYSTEMS INC COM USD0.01 (CDNS) (Margin) +$5,619.84 Processing Sep-04-2026 YOU BOUGHT CADENCE DESIGN SYSTEMS INC COM USD0.01 (CDNS) (Margin) -$5,438.70 $32,054.79