Cadence Design Systems
also referred to as: cadence
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 3, 2021 by John Bathgate · said 19 times in 4 episodes since 2021 · across every show →
Mentions by year
brought up most by John Bathgate (11), David Rosenthal (5), Ben Gilbert (3)
tap a year for its mentions
2025 6 mentions in 3 episodes 2 per episode
2021 13 mentions in 1 episode
Everything said about Cadence Design Systems, oldest first
Nov 3, 2021 bullish
Bathgate: Cadence is taking digital EDA market share from Synopsys
“We do think they're taking market share, especially in digital markets, like where they would be selling to an Intel or an Apple or an Nvidia. We think they're the share gainer, but both companies, it's like an extremely high quality duopoly.”