Cadence — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
1 supplier1 customer3 partners15 competitors7 source filings
Featured in supply-chain maps: EDA & Chip IP
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Supplies to →
Intel
Filed 2026-07-27 · 25 days ago
“IP revenue grew more than 40% year-over-year, driven by strong demand for Cadence’s Star IP portfolio, highlighted by a significant agreement with Intel and additional wins with leading semiconductor companies”— CDNS 8-K, filed 2026-07-27 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Supplied by ←
NVIDIA
Filed 2025-07-28 · 389 days ago
“Launched Millennium M2000 AI Supercomputer featuring Nvidia Blackwell”— CDNS 8-K, filed 2025-07-28 EDGAR · View source filing ↗
Partners & collaborations
Last confirmed 2026-02-25 · 177 days ago · corroborated by 2 filings
“In May 2025, we announced the M2000 supercomputer. The M2000 is a specialized, AI-accelerated platform co-developed with NVIDIA to dramatically speed up complex simulations in fields like semiconductor design, aerospace and defense, and drug discovery.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Partners with ↔
UMC
Filed 2026-04-30 · 113 days ago
“We and Cadence Design Systems collaborate on certification of analog/mixed-signal flow for 28HPC+ process.”— UMC 20-F, filed 2026-04-30 EDGAR · View source filing ↗
Partners with ↔
Astera Labs
Filed 2025-11-04 · 290 days ago
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
Competitors
Competes with ↔
Synopsys
Filed 2026-02-19 · 183 days ago
“Key competitors include Synopsys, Inc., Ansys, Inc. (acquired by Synopsys), Siemens EDA, and a variety of other tool providers, electronics device manufacturers with in-house EDA capabilities, technical and computational software companies, electronics design and consulting firms, and IP companies.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Ansys
Filed 2026-02-19 · 183 days ago
“Key competitors include Synopsys, Inc., Ansys, Inc. (acquired by Synopsys), Siemens EDA, and a variety of other tool providers, electronics device manufacturers with in-house EDA capabilities, technical and computational software companies, electronics design and consulting firms, and IP companies.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Siemens EDA
Filed 2026-02-19 · 183 days ago
“Key competitors include Synopsys, Inc., Ansys, Inc. (acquired by Synopsys), Siemens EDA, and a variety of other tool providers, electronics device manufacturers with in-house EDA capabilities, technical and computational software companies, electronics design and consulting firms, and IP companies.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Keysight Technologies
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Schrödinger
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Ceva
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Altium
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Zuken
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Huada Empyrean
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Xpeedic Technology
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
X Epic
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Primarius Technologies
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Univista
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Giga Design Automation
Filed 2026-02-19 · 183 days ago
“U.S.-based competitors include Keysight Technologies, Inc., Schrödinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc. (Japan) and emerging players in China such as Huada Empyrean, Xpeedic Technology, X-EPIC, Primarius Technologies, Univista, and Giga Design Automation.”— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Rambus
Filed 2026-02-18 · 184 days ago
“In the Silicon IP market, Rambus competes with the in-house design teams at our potential customers, as well as with third-party IP suppliers, such as Cadence and Synopsys.”— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗
Filed activity
Filings by Cadence itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
Record Backlog of $8.1 Billion Raising 2026 Revenue Outlook to 19% YoY Growth Raising 2026 Non-GAAP EPS to $8.10 and Operating Cash Flow to $2 Billion SAN JOSE, Calif. — July 27, 2026 — Cadence (Nasdaq: CDNS) today announced results for the second quarter of 2026. Second Quarter 2026 Financial Results • Revenue of $1.584 billion, compared to revenue of $1.275 billion in Q2 2025Show more from the filing
• GAAP operating margin of 28.4%, compared to 19.0% in Q2 2025 • Non-GAAP operating margin of 45.5%, compared to 42.8% in Q2 2025 • GAAP diluted net income per share of $1.33, compared to $0.59 in Q2 2025 • Non-GAAP diluted net income per share of $2.11, compared to $1.65 in Q2 2025 • Quarter-end backlog was $8.1 billion and revenue expected to be recognized in the next 12 months from remaining performance obligations was $4.2 billion “Cadence delivered an outstanding Q2 driven by broad-based strength and the accelerating demand for our AI-driven solutions across both Design for AI and AI for Design fronts,” said Anirudh Devgan, president and chief executive officer. “Cadence is leading the agentic AI transformation in semiconductor design with a healthy environment.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Record Backlog of $8.0 Billion Raising 2026 Revenue Outlook to ~17% YoY Growth SAN JOSE, Calif. — April 27, 2026 — Cadence (Nasdaq: CDNS) today announced results for the first quarter of 2026. First Quarter 2026 Financial Results • Revenue of $1.474 billion, compared to revenue of $1.242 billion in Q1 2025 • GAAP operating margin of 29.3%, compared to 29.1% in Q1 2025Show more from the filing
• Non-GAAP operating margin of 44.7%, compared to 41.7% in Q1 2025 • GAAP diluted net income per share of $1.23, compared to $1.00 in Q1 2025 • Non-GAAP diluted net income per share of $1.96, compared to $1.57 in Q1 2025 • Quarter-end backlog was $8.0 billion and revenue expected to be recognized in the next 12 months from remaining performance obligations was $4.0 billion “Cadence had a strong start to 2026, delivering a solid Q1 with accelerating AI demand and record backlog, reflecting strong customer commitment to our AI-driven portfolio,” said Anirudh Devgan, president and chief executive officer.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
14% Revenue Growth and ~45% Non-GAAP Operating Margin for 2025 Record Backlog of $7.8 Billion SAN JOSE, Calif. — February 17, 2026 — Cadence (Nasdaq: CDNS) today announced results for the fourth quarter and fiscal year 2025. Fourth Quarter 2025 Financial Results • Revenue of $1.440 billion, compared to revenue of $1.356 billion in Q4 2024Show more from the filing
• GAAP operating margin of 32.2%, compared to 33.7% in Q4 2024 • Non-GAAP operating margin of 45.8%, compared to 46.0% in Q4 2024 • GAAP diluted net income per share of $1.42, compared to $1.24 in Q4 2024 • Non-GAAP diluted net income per share of $1.99, compared to $1.88 in Q4 2024 Fiscal Year 2025 Financial Results • Revenue of $5.297 billion, compared to revenue of $4.641 billion in 2024 • GAAP operating margin of 28.2%, compared to 29.1% in 2024 • Non-GAAP operating margin of 44.6%, compared to 42.5% in 2024 • GAAP diluted net income per share of $4.06, compared to $3.85 in 2024 • Non-GAAP diluted net income per share of $7.14, compared to $5.97 in 2024
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Record Backlog of $7.0 Billion Raising 2025 Revenue Outlook to ~14% Growth YoY SAN JOSE, Calif. — October 27, 2025 — Cadence (Nasdaq: CDNS) today announced results for the third quarter of 2025. Third Quarter 2025 Financial Results • Revenue of $1.339 billion, compared to revenue of $1.215 billion in Q3 2024 • GAAP operating margin of 31.8%, compared to 28.8% in Q3 2024Show more from the filing
• Non-GAAP operating margin of 47.6%, compared to 44.8% in Q3 2024 • GAAP diluted net income per share of $1.05, compared to $0.87 in Q3 2024 • Non-GAAP diluted net income per share of $1.93, compared to $1.64 in Q3 2024 • Quarter-end backlog was $7.0 billion and revenue expected to be recognized in the next 12 months from remaining performance obligations was $3.5 billion “Cadence delivered excellent results for the third quarter of 2025. With a record backlog and ongoing broad-based strength of our business, we are raising our full year revenue outlook to ~14% growth year-over-year,” said Anirudh Devgan, president and chief executive officer.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Exceeded Q2 Guidance for Revenue & Non-GAAP EPS Raising 2025 Revenue, Non-GAAP EPS & Cash Flow Outlook SAN JOSE, Calif. — July 28, 2025 — Cadence (Nasdaq: CDNS) today announced results for the second quarter of 2025. Second Quarter 2025 Financial Results • Revenue of $1.275 billion, compared to revenue of $1.061 billion in Q2 2024 • GAAP operating margin of 19.0%, compared to 27.7% in Q2 2024Show more from the filing
• GAAP diluted net income per share of $0.59, compared to $0.84 in Q2 2024 • Non-GAAP operating margin of 42.8%, compared to 40.1% in Q2 2024 • Non-GAAP diluted net income per share of $1.65, compared to $1.28 in Q2 2024 • Quarter-end backlog was $6.4 billion and current remaining performance obligations (“cRPO”), contract revenue expected to be recognized as revenue in the next 12 months, was $3.1 billion • GAAP results include a one-time charge relating to the $140.6 million settlements of our previously disclosed legal proceedings with the U.S. Department of Justice (“DOJ”) and the Bureau of Industry and Security (“BIS”) of the U.S. Department of Commerce “Cadence delivered an exceptional Q2, with 20% year-over-year revenue growth and stronger than expected bookings.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗