Nov. 21 at 12:08 AM
$CDNS may be performing better than
$SNPS in recent quarters, but completing one of the largest acquisitions in corporate history and beginning to integrate that acquisition into the existing company is a monumental task
$SNPS has completed its acquisition of Ansys. What was already the most dominant EDA software provider in the world bought one of the few competitors out there to give it an incredible suite of software for semiconductor development and all sorts of virtual testing and development requiring highly accurate real-time physics
$SNPS went from the dominant player in an oligopoly to being an even more dominant player in what has become a near duopoly (
$SIEGY does have a competitive EDA suite but it remains much smaller than
$CDNS and
$SNPS)
These companies are absolutely critical to future chip development, and tend to be overlooked for sexier companies like
$TSM and
$ASML
