in postCDNCDNSLONGFIRST CALL

“Cadence is no longer just an EDA company.”

Cadence's IP portfolio expansion into HBM PHY, UCIe, NPUs re-rates it from EDA tool vendor to AI SoC platform company, expanding its TAM and multiples.

CDNCDNSLONG@ $386.10

$345.69-10.47%

since call Jun 27

peak +1.5%

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