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Company Research27 Aug 2024
The Silicon Empire: TSMC’s Revolution and Morris Chang’s Legacy
The story of how Morris Chang founded one of the most important companies in history – the world’s largest semiconductor foundry – TSMC.
Synopsys
Synopsys (SNPS) investor relations material
Synopsys 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Business performance and outlook
Fiscal Q3 saw headwinds in the IP business due to China-related uncertainty, foundry customer challenges, and resource allocation issues, impacting revenue and outlook for 2025 and 2026.
Resource shifts to high-performance computing (HPC) titles are expected to yield results in the second half of the year.
Guidance for 2026 assumes persistent China headwinds and no improvement in foundry customer acquisition.
Enhanced transparency and visibility into the Ansys segment have been implemented following investor feedback.
Ansys integration and performance
Ansys is delivering strong growth in 2025, with expectations for continued outperformance in 2026 due to its leading simulation and analysis portfolio.
Simulation and analysis tools remain underpenetrated in R&D, presenting significant growth opportunities.
Integration of Ansys is progressing smoothly, with accelerated cost synergies and significant progress in deleveraging term loans.
Revenue synergies are targeted at a $400 million run rate by year four, with joint product solutions expected in 2026.
Further details on joint products will be shared at the upcoming SNUG conference.
IP business strategy and evolution
Focus is shifting to interface and essential IP, with divestment of the ARC processor IP to prioritize strategic areas.
Rapidly evolving standards, especially driven by AI and data center customers, are creating new opportunities for custom and high-value IP.
Monetization models are evolving, with selective exploration of royalty-based models for specific data center AI customers.
Automotive and industrial markets are expected to increase demand for sophisticated IP over time.
What drives selective IP royalty model adoption?
How do joint EDA-Ansys products drive higher value?
What conditions improve China's business environment?
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Next Synopsys earnings date
Q1 202625 Feb, 2026
Synopsys
Next Synopsys earnings date
Q1 202625 Feb, 2026
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Frequently asked questions
Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits. The company's solutions enable semiconductor manufacturers and system companies to create the integrated circuits that power millions of consumer and enterprise devices, including mobile phones, automobiles, tablets, smart homes and IoT devices. Our product offerings include software design tools, intellectual property libraries and embedded software components; timing analysis tools; physical verification solutions; emulation/formal verification environments; electronic system level (ESL) solutions. The company is based in Mountain View, California.
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