Cadence Design Systems
Cadence Design Systems is a provider of electronic design automation software, intellectual property, and system design and analysis products. EDA software automates and aids in the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Cadence offers a portfolio of design IP, as well as system design and analysis products, which enables system-level analysis and verification solutions.www.cadence.com
15
MENTIONS
13
EPISODES
13
PODCASTS
Search complete. 15 mentions across 13 episodes found for "Cadence Design Systems".
Nov 2, 2026
Daniel NewmanHOST
It's kind of like an EDA for Quantum.
Daniel NewmanHOST
Abstracts hardware-specific circuit designs, the way Cadence and Synopsys does this for chip designs.
Daniel NewmanHOST
And obviously, the former Cadence CEO is probably a good person to do this.
Daniel NewmanHOST
You know, Intel, you know, it does own silicon spin qubits.
Daniel NewmanHOST
So they are in that space.
Tobias MannPANELIST
Yeah.
Tobias MannPANELIST
Actually, to Tom's point, Cadence Systems, which does a lot of electronic design automation and circuit board layout and that kind of thing, just rolled out a new product line called Maestro that's currently built around NVIDIA's Nemotron open weights models.
Tobias MannPANELIST
But the idea is that they had been using proprietary APIs to power their agents that assist engineers with kind of like PCB layout and chip design.
Tobias MannPANELIST
But those agents generate a ton of data that could be used to train and fine tune open weight models.
Jesse OwenHOST
There's a smaller specialist model release worth a look, particularly if your work ends up on silicon.
Jesse OwenHOST
Cadence announced Maestro on the 26th of October, a portfolio of AI models specialized for chip and system design.
Jesse OwenHOST
The models are integrated with its design agents and engineering tools with initial access for selected customers in the fourth quarter of 2026.
Jesse OwenHOST
The mechanism is the interesting part.
Jesse OwenHOST
That creates a close connection between generating a proposed result and evaluating it in the design tool chain.
Jesse OwenHOST
For specialist engineering work, feedback from those tools could help steer an agent towards outputs that are more useful to a designer.
Jesse OwenHOST
Cadence reports up to 30% better design workflow results and five-fold token efficiency in its comparisons.
Jesse OwenHOST
tokens are the pieces of information a model processes and generates.
Gordon G. ChangGUEST
The reason why this is important is because you know that Trump has been supporting Intel, and Intel's CEO is Lipu Tan.
Gordon G. ChangGUEST
He was formerly the CEO of Cadence Design Systems, and he was head of the company from 2008 to 2021.
Gordon G. ChangGUEST
And during that time, from 2015 to 2021, that company was involved in illicit sales of services to a Chinese defense university, which they pled guilty to account.
Gordon G. ChangGUEST
So the story here is that, you know, we had a Trump administration that is not imposed very much in the way of penalties, because Louboutin actually became the CEO of Intel, which is now you know, part of which the U.S. government has rescued.
Morgan BrennanHOST
Applied Materials announcing that it's increasing its investment in the company to 20% of outstanding shares, broadening its strategic collaboration, and AMAT noting that it has no intention of increasing its stake beyond 20%.
Morgan BrennanHOST
Also, Cadence Design reporting modest upside on both earnings and revenue for Q3, also raising its full-year guide as management talks about, quote, broad-based investments.
Morgan BrennanHOST
business momentum and growing momentum from AI-driven designs.
Morgan BrennanHOST
They also added $2.5 billion to the stock buyback.
speaker_0HOST
HCA Healthcare beat but saw mixed headwinds.
speaker_0HOST
Cadence Design Systems raised takeaways positive on breadth of demand and agentic AI traction.
speaker_0HOST
United Parcel Service raised guidance following restructuring traction.
speaker_0HOST
Royal Caribbean Group raised guidance on strong demand, onboard spending trends, Nucor guided above with pricing a bright spot.
Brent FosterHOST
We're gonna be tracking it all for you.
Brent FosterHOST
But let's see, we've already had Verizon, Welltower and Cadence Design Systems.
Brent FosterHOST
That was yesterday.
Brent FosterHOST
Today, we've got Visa, Coke.
John J. HardyHOST
I'll just reel out some names coming in today.
John J. HardyHOST
We have Cadence Design Systems and Verizon as the top two highlights.
John J. HardyHOST
And these are highlights only.
John J. HardyHOST
Consult your earnings calendars.
Qasar YounisGUEST
I don't know if there's a real comp of us in the industry.
Qasar YounisGUEST
In each of the verticals, like in the tooling comps, it's like if you guys know ANSYS, if you're any mechanical engineers, or if you're Cadence or Snopsys, that's kind of that.
Qasar YounisGUEST
In the vehicle platforms, I guess NVIDIA, saying this is interesting being the NVIDIA.
Qasar YounisGUEST
Software platforms.
Daniel NenniHOST
Nir was responsible for driving Zoran Silicon Technologies in delivering more than 10 new silicon products each year.
Daniel NenniHOST
Prior to that, Nir held various managerial and technological VLSI roles at 3dfx Interactive, GigaPixel Corporation, Cadence Design Systems, ASP Solutions, and Zoran Microelectronics.
Daniel NenniHOST
Welcome back to the podcast, Nir.
Nir SeverGUEST
Thank you very much, Daniel.
3 more episodes mention Cadence Design Systems.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.