Cadence says chip design demand is broadening beyond AI as analysts test margins, rival targets
Cadence Design Systems used its third-quarter earnings call to argue that demand for chip design tools is no longer tied only to the AI hardware buildout. It pointed to analog and memory chipmakers, system companies, and new entrants such as space and finance firms designing their own silicon. Analysts on the October 26 call pressed two questions that will shape the coming year: how much growth comes from agentic AI rather than hardware, and whether Cadence can match the long-term targets rival Synopsys set a month earlier.
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