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Cadence

7 research articles

Research Articles

EDA Market Primer - Market Dynamics, Cadence, Synopsys, Siemens, China EDA Rise

Cadence • By SemiAnalysis • 2026-05-21

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry

Cadence • By scuttleblurb • 2020-02-28

Cadence, Synopsys, and the Future of Chip Design

Cadence • By scuttleblurb • 2025-04-28

Cadence Design: A defensive compounder in the semi space & one of the most profitable software businesses in the world is getting better

Cadence • By Crack The Market • 2025-08-20

The Cadence Ambition the Market Isn't Pricing Yet

Cadence • By Damnang's Substack • 2026-04-16

Cadence vs Synopsys: a Stock Duel

Cadence • By Quality Stocks • 2024-03-19

Cadence, a Pick-and-Shovel Play in the Semiconductor Industry

Cadence • By Quality Stocks • 2024-10-26

Capital CyclistsBenzingaBizTocChit Chat StocksAlphaSenseBest Anchor StocksCapital AllocatorsAmibrokerEquity MatesBase Hit InvestingBamSECA Peek Behind the NumbersAlessandro (Macro Strategist)Fresh InvestBeyondSPXAsian Dividend StocksBusiness Breakdowns41investmentsFinPodAtom FinanceBos InvestBristlemoon ResearchBeehiivBehind the Balance SheetAlluvialBehind the Balance SheetAcquiredBurak FinanceCapital Employed FMFoundersCapital CyclistsBenzingaBizTocChit Chat StocksAlphaSenseBest Anchor StocksCapital AllocatorsAmibrokerEquity MatesBase Hit InvestingBamSECA Peek Behind the NumbersAlessandro (Macro Strategist)Fresh InvestBeyondSPXAsian Dividend StocksBusiness Breakdowns41investmentsFinPodAtom FinanceBos InvestBristlemoon ResearchBeehiivBehind the Balance SheetAlluvialBehind the Balance SheetAcquiredBurak FinanceCapital Employed FMFoundersCapital CyclistsBenzingaBizTocChit Chat StocksAlphaSenseBest Anchor StocksCapital AllocatorsAmibrokerEquity MatesBase Hit InvestingBamSECA Peek Behind the NumbersAlessandro (Macro Strategist)Fresh InvestBeyondSPXAsian Dividend StocksBusiness Breakdowns41investmentsFinPodAtom FinanceBos InvestBristlemoon ResearchBeehiivBehind the Balance SheetAlluvialBehind the Balance SheetAcquiredBurak FinanceCapital Employed FMFounders