Cadence and Samsung Foundry Sign Multi-Year Agreement for AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Newsfilter
- Expanded Technical Collaboration: The new agreement between Cadence and Samsung Foundry encompasses Memory and Interface IP, significantly enhancing capabilities for AI infrastructure design on the second-generation 2nm process, which is expected to accelerate the market delivery of AI and HPC systems.
- Rich Product Portfolio: This collaboration not only broadens Cadence's product offerings, including NVIDIA NVLink-C2C interconnect and CUDA-X GPU-accelerated libraries, but also enhances performance, reduces power consumption, and shortens delivery times for AI, HPC, and advanced system designs.
- Optimized Design Flows: Cadence's tools like Innovus™ and Virtuoso® provide a comprehensive design flow on the second-generation 2nm process, ensuring efficient power integrity and system-level analysis, enabling clients to achieve higher performance and faster time-to-market in complex designs.
- Market Demand Driven: With the explosive demand for AI infrastructure, Samsung Foundry's second-generation 2nm process has become the preferred choice for leading-edge AI designs, and Cadence's partnership will provide clients with a proven platform to drive innovation and development in next-generation AI and HPC systems.
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Analyst Views on CDNS
Wall Street analysts forecast CDNS stock price to fall
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 373.850
Low
275.00
Averages
350.00
High
390.00
Current: 373.850
Low
275.00
Averages
350.00
High
390.00
About CDNS
Cadence Design Systems, Inc. is an electronic systems designing company. The Company applies its Intelligent System Design strategy to deliver software, hardware and intellectual property (IP) that turn design concepts into reality. Its product categories include Core Electronic Design Automation (EDA), Semiconductor IP, and System Design and Analysis (SD&A). Core EDA includes software, hardware, and services used to design and verify a wide variety of semiconductors. The semiconductor IP portfolio includes silicon subsystems, software, and services that are used in semiconductor design. The SD&A category provides solutions and services that enable the design and verification of complete electronic systems, from PCBs to complex system assemblies. Its semiconductors are used in various industries, including automotive, aerospace, biotech, hyperscale and cloud computing, data centers, telecommunications, medical technology, industrial Internet of things, and artificial intelligence (AI).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Logic Folding Technology: The core technique, LogicFolding, aims to stack logic, analog, and memory circuits in tighter structures, potentially improving chip density and efficiency, although the actual breakthrough of this method remains to be validated over time.
- Market Competitive Pressure: While Huawei's technological innovation is seen as a breakthrough, industry experts argue that many of the underlying ideas resemble existing work in 3D stacking and advanced packaging, suggesting it may not pose a threat to TSMC, which has nearly a decade of experience in this area.
- New Kirin Chip Launch: Huawei's upcoming Kirin smartphone chip, which will utilize the LogicFolding architecture, is expected to improve power efficiency by 41% and peak operating speed by nearly 13%, and if achieved at commercial scale, it could significantly impact the market.
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- Technological Innovation: The portfolio includes Memory and Interface IP, integrating Nvidia's NVLink-C2C interconnect and CUDA-X GPU-accelerated libraries, while expanding Cadence's certification of AI digital, custom, and system design flows for Samsung's 2nm process technology.
- Enhanced Market Responsiveness: Cadence executives state that this collaboration will provide joint customers with a production-proven platform to accelerate the market delivery of next-generation AI and HPC systems, addressing the increasing demands of AI workloads.
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See More
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- Rich Product Portfolio: This collaboration not only broadens Cadence's product offerings, including NVIDIA NVLink-C2C interconnect and CUDA-X GPU-accelerated libraries, but also enhances performance, reduces power consumption, and shortens delivery times for AI, HPC, and advanced system designs.
- Optimized Design Flows: Cadence's tools like Innovus™ and Virtuoso® provide a comprehensive design flow on the second-generation 2nm process, ensuring efficient power integrity and system-level analysis, enabling clients to achieve higher performance and faster time-to-market in complex designs.
- Market Demand Driven: With the explosive demand for AI infrastructure, Samsung Foundry's second-generation 2nm process has become the preferred choice for leading-edge AI designs, and Cadence's partnership will provide clients with a proven platform to drive innovation and development in next-generation AI and HPC systems.
See More
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- Market Reaction: Executive sell-offs are often perceived as signals that could lead to investor concerns about the company's prospects, thereby affecting stock price volatility, especially in the current uncertain economic environment.
- Shareholding Structure Change: This sell-off may alter the internal shareholding structure, impacting shareholder trust in management, which could influence corporate governance and decision-making processes.
- Investor Attention: Investors should closely monitor subsequent executive trading activities to assess management's confidence in the company's future and the potential market reactions.
See More
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- Industry Leaders: Cadence Design Systems and GE Vernova were also included, with the former's design software playing a crucial role in advanced semiconductors and the latter's gas turbines powering data centers, highlighting a focus on technology and energy sectors.
- Excellent Ratings: Both Amazon and Cadence Design Systems received an IBD Composite Rating of 98 out of a possible 99, reflecting their strong competitiveness and investor confidence in the industry.
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