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DigiTimes· DIGITIMES·· 3 小时前

Cadence 上调 2026 年展望,AI 设计需求推高订单储备

Cadence raises 2026 outlook as AI design demand drives record backlog

事实摘要

Cadence Design Systems 在第三季度上调 2026 年业绩展望,称 AI 驱动的芯片设计需求同时体现在营收与订单储备上,订单储备创下纪录。公司同时表示,为增长付出的收购成本正在拖累盈利能力。

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正文 · 原文摘要

Cadence Design Systems' third quarter suggests demand for chip design tools is still rising, with AI-driven design work showing up in both revenue and backlog, while the cost of buying growth is hurting profitability. Revenue for the three months ended September 30, 2026, rose 22% from a year earlier, the company said on October 26, but operating income barely moved.

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来源:DigiTimes · digitimes.com

所属事件:Cadence上调2026年展望,AI设计需求推高订单储备