Synopsys and Ansys Forge Ahead with Significant Developments in Semiconductor Design
In the rapidly evolving world of semiconductor design, two organizations are making significant strides: Synopsys and Ansys. Synopsys has recently reported a remarkable 21% increase in year-over-year revenue, reaching $1.65 billion, along with a 36% rise in adjusted earnings per share (EPS). These figures are a testament to the company’s consistent performance, with a compound annual growth rate (CAGR) of 17% in revenue and a 26% CAGR in non-GAAP EPS over the past three years. This growth is not occurring in isolation, the entire semiconductor industry is undergoing a transformation, driven by innovation and the integration of artificial intelligence (AI) into business operations.
The landscape of semiconductor design is witnessing dynamic changes, with industry peers also making notable contributions. For instance, Cadence Design Systems has unveiled an AI-powered supercomputing platform and Keysight Technologies has broadened its horizons through strategic acquisitions. These moves highlight the corporation’s commitment to pioneering new technologies and the pivotal role of AI in reshaping the sector.
Altair Engineering, another key player, has achieved a record-breaking fourth quarter in 2023, boasting the highest total quarterly and full-year revenue in its history. This success is largely due to the company’s software product revenue and adjusted EBITDA exceeding projections. Altair’s growth spans across regions, technologies and industries, with a focus on computational intelligence, e-mobility and data analytics solutions. The organization’s growth strategy includes investing in new software technologies and realigning its sales team to capitalize on future opportunities. Altair is also strengthening its academic partnerships and is poised to introduce new technology tailored for the electronics market.
Amidst these developments, Ansys has embarked on a collaboration with Intel Foundry to deliver multiphysics signoff solutions for Intel’s innovative 2.5D chip assembly technology. Ansys’ simulation engines play a crucial role in ensuring thermal integrity, power integrity and mechanical reliability signoff verification for applications in AI, high-performance computing (HPC), autonomous driving and graphic processing. The Ansys RedHawk-SC Electrothermal platform is leading the charge in multiphysics analysis for complex 2.5D and 3D integrated circuits (ICs). The collaboration between Ansys and Intel is designed to democratize embedded multi-die interconnect bridge (EMIB) technology, enabling the creation of competitive products in the market. Furthermore, Ansys has certified its multiphysics solutions for signoff verification of ICs designed with Intel’s advanced 18A process technology, which incorporates manufacturing innovations like RibbonFET transistors and backside power distribution.
The semiconductor design software sector is experiencing a period of transformative growth and technological innovation, with Synopsys and Ansys leading the charge. The impending merger between Synopsys and Ansys is set to enhance their capabilities in the AI and semiconductor domains, solidifying their market positions. Altair Engineering’s record revenues underscore its effective strategy in computational intelligence and data analytics. Ansys’ partnership with Intel Foundry highlights the critical nature of collaboration in addressing multiphysics challenges and setting new benchmarks in power, performance and reliability. These developments indicate a future of significant technological advancements in semiconductor design, with implications that will resonate across the industry for years to come.
