Synopsys
Synopsys is a provider of electronic design automation software and intellectual property 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. Synopsys' comprehensive portfolio is benefiting from a convergence of semiconductor companies moving up the stack of technologies toward systems-like companies, and systems companies moving down-stack toward in-house chip design. The resulting expansion in EDA customers alongside secular digitalization of various end markets benefits EDA vendors like Synopsys.www.synopsys.com
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Search complete. 128 mentions across 58 episodes found for "Synopsys".
Oct 30, 2026
KaseyHOST
And so they're getting into software.
KaseyHOST
This is different from Synopsys, which when it required Ansys was more like broadening its scope of work within the segment of the river, the industry river that it sits in.
KaseyHOST
not really vertical integration but just kind of widening its capabilities in its little segment so that's the purpose here with schneider electric making this move is trying to build out more of a vertically integrated industrial company and here's what they get for 23 24 billion dollars in cash
NickHOST
Yeah, this is a large business, 7,000 employees, 30,000 plus customers.
7 MINS LATER
KaseyHOST
Maybe that's where we should pause here and opine a bit about Schneider Electric and the opportunity it presents as an investment.
KaseyHOST
We can use a recent example, not because it's similar, but just because it's in recent memory.
KaseyHOST
Synopsys' purchase of Ansys.
KaseyHOST
Now, we owned Synopsys before that deal even happened.
David FaberHOST
And so if you do get an announcement on this, you may hear me talking about concern around China antitrust and things of that nature.
David FaberHOST
Remember when Synopsys was trying to buy ANSYS and how long that took in China? Oh, man,
Jim CramerHOST
that deal took forever.
Jim CramerHOST
Yeah,
Alodeep SanyalGUEST
I am a computer science PhD from University of Massachusetts.
Alodeep SanyalGUEST
And in my past life, I was with the semiconductor industry, starting from Synopsys and Intel.
Alodeep SanyalGUEST
I was a principal architect at Intel, at which point this venture became very interesting and intriguing one that I jumped ship and started working on it full time, driving it full time from 2018 and around this time frame.
Alodeep SanyalGUEST
So the whole journey on this particular problem and space started with a very personal note.
Nandan NayampallyHOST
and is the driving force behind TRAM's focus on 3D memory technology.
Nandan NayampallyHOST
He's the primary inventor of the fundamental read-write schemes for the VLT memories, which prior to TRAM, Charlie was CEO at Kilopass, a memory IP licensor acquired by Synopsys, and since then has worked very closely with SK Hynix and Samsung.
Nandan NayampallyHOST
So he has deep insights into the 1T1c DRAM technologies.
Nandan NayampallyHOST
But his career has spanned microprocessors, EDA, IP licensing, and the ASIC business.
John BatchelorHOST
We all remember the deep-seek scenario.
John BatchelorHOST
So Charles Burton of Synopsys, the author of The Bear and the Dragon, the story of Canada's relationship with China, is here to comment on the Chinese bear market.
John BatchelorHOST
Charles, I use this example not to... explore AI and is it real or not? Are they imitating or are they stealing? I use it as an example of one more time, Xi Jinping chasing the shiny object.
John BatchelorHOST
That's journalism talk for, you know, the hot gossipy talk of the day and not general news of how the economy is doing.
John BatchelorHOST
We all remember the deep-seek scenario.
John BatchelorHOST
So Charles Burton of Synopsys is here to comment on the Chinese bear market.
John BatchelorHOST
Charles, I use this example not to explore AI and is it real or not? Are they imitating or are they stealing? I use it as an example of one more time, Xi Jinping chasing the shiny object.
John BatchelorHOST
That's journalism talk for, you know, the hot gossipy talk of the day and not general news of how the economy is doing.
Austin LyonsHOST
I guess, you know, maybe on that topic, last question.
Austin LyonsHOST
Recently, I talked to Synopsys, and they're thinking a lot about agentic AI.
Austin LyonsHOST
You're obviously pathfinding and doing basic research and thinking further out, but is AI and agents coming into your workflow or the industry's workflow at all, even at a pathfinding perspective? Yeah.
Ravi MahajanGUEST
Yeah, in a couple of ways, Austin.
Ravi MahajanGUEST
One is, I also have heard similar talks from Synopsys, Cadence, Siemens, and we seem to be talking the same language.
Ravi MahajanGUEST
AI can be utilized to pick optimization paths faster.
Ravi MahajanGUEST
You know, you can also use it intelligently in manufacturing to distill out yield loss mechanisms and then filter them out of the system.
Peter SeebergHOST
Just to call them out, we have in our brain who we're talking about.
Peter SeebergHOST
They are Siemens, PTC, Dassault, MassWorks, Cadence, Synopsys, Ensis, Autodesk.
Peter SeebergHOST
Those represent probably 90% of the market together, right? They all do it differently.
Peter SeebergHOST
Now, I'm not going to go further here, but he says the tool is no longer only the machine, the engineer, right? It becomes the assistant.
Joe TerranovaPANELIST
I'm always looking to see what we don't own in JOTI that we could own.
Joe TerranovaPANELIST
We don't own Synopsys.
Joe TerranovaPANELIST
Synopsys will be reporting in December.
Joe TerranovaPANELIST
You like Synopsys, right? Mm-hmm.
Joe TerranovaPANELIST
I think off-cadence report, you want to own Synopsys.
Joe TerranovaPANELIST
Teradyne will report tomorrow.
Joe TerranovaPANELIST
Watch Teradyne.
speaker_2NARRATOR
Apple says more languages are coming.
speaker_2NARRATOR
The rollout matters because Siri has long trailed rival assistants and the company is now racing to put its AI features in front of iPhone owners well beyond the English-speaking world.
speaker_3NARRATOR
Next, AI for chip designers.
speaker_3NARRATOR
Cadence Design Systems posted strong third-quarter results and raised its outlook for the year, riding demand for AI-driven chip design tools.
speaker_3NARRATOR
Customers can run the models in the cloud or on their own hardware and train them further on private data.
speaker_3NARRATOR
Cadence says early results show quality gains of up to 30% over general-purpose models.
speaker_3NARRATOR
The models draw on NVIDIA's open technology, setting Cadence apart from its rival Synopsys, which recently struck a deal with OpenAI.
speaker_3NARRATOR
Turning to Telecom.
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