Synopsys
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 3, 2021 by John Bathgate · said 22 times in 8 episodes since 2021 · across every show →
Mentions by year
brought up most by Ben Gilbert (10), David Rosenthal (7), John Bathgate (3), Jensen Huang (2)
tap a year for its mentions
2025 10 mentions in 2 episodes 5 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 2 mentions in 1 episode
2022 2 mentions in 1 episode
2021 5 mentions in 1 episode
Everything said about Synopsys, 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.”