Cadence

66 atoms · 跨 35 天 · 首见 2026-04-15 · 最近 2026-07-02

三色: 🟦 fact 59 · 🟥 take 7 · stance ▲25/▼2/◆23

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 7

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 66

时态: fresh:60 · aging:5 · stale:1

标签: 好信源:39 · 好观点:14 · 好数字:14 · 好思考:4

🧭 拥挤度 (一人一票): ▲ 4 位作者 (KOL4) vs ▼ 2 位作者 (KOL2)

📄 广泛报道的事实 · 1 个

💢 核心分歧 (1 轴)

1. AI Agent 落地 vs 工程瓶颈

*topic: 技术路线/产品发布/合作客户/供给产能/产品应用/数据中心算力/并购 · 17 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-7e7235d8a104683e"></a>2026-04-20 X·@HPCwire [老化中] · 战略方向 · 技术路线
  Cadence Maps Its Future Beyond EDA With Agentic AI and Simulation
  tags: 好观点 · → daily
  value: direction=toward Agentic AI and Simulation
  📷 原图
• <a id="atom-58bdcc34da5dab94"></a>2026-04-27 X·@chipestimate [老化中] · 与TSMC合作加速下一代AI芯片设计 · 合作客户/技术路线 +同日1条
  Cadence Collaborates with TSMC to Accelerate Design of Next-Generation AI Silicon
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-ee1a0689531b3f24"></a>2026-05-05 X·@Semicon_player · 收购模拟设计技术 · 并购/技术路线
  이런 아날로그 설계 기술 노하우는 케이던스와 시높시스에 아주 비싼값으로 매수되고 있습니다.
  tags: 好信源 · → daily
• <a id="atom-f23f12e8fcf58b2d"></a>2026-05-19 X·@IanCutress · Innovus 支持 CMOS 2.0 的 z 维度求解 · 技术路线 +同日1条
  Cadence Innovus now has a z dimension enabled in its solver for CMOS 2.0.
  tags: 好思考 · → daily
• <a id="atom-4583d42ee17ddfc1"></a>2026-05-27 X·@chipestimate · PCIe Gen8 Verification IP availability announcement · 产品发布
  Cadence announced the availability of its PCIe Gen8 Verification IP at the PCI-SIG Developers Conference US held on May 6-7, 2026
  tags: 好数字 · → daily
  value: date=2026-05-06/07
  📷 原图

🔴 bearish 侧:

• <a id="atom-05292fc3e21526cc"></a>2026-06-30 X·@DanielNenni · QED self-consistency checks struggles with size constraints in large hardware accelerator designs · 技术路线
  QED offers powerful self-consistency checks for correctness but struggles with size constraints in large hardware accelerator designs.
  tags: 好观点 · → daily

🟦 客观事实 (facts) (30)

• <a id="atom-d05d3f6d9862d511"></a>🟦 2026-06-12 X·@chipestimate ⭐ · 宣布 PCIe Gen8 验证 IP 可用性 · 产品发布/技术路线
  Cadence announced the availability of its PCIe Gen8 Verification IP
  tags: 好信源·好数字 · → daily
  value: date=2026-05-06/07
  📷 原图
• <a id="atom-e1b27f6481e3e5c2"></a>🟦 2026-04-28 X·@lithos_graphein · Implied Future Revenue from Backlog · 订单需求
  They've $8B in software yet to code.
  tags: 好数字·好观点 · → daily
  value: qty=$8B
• <a id="atom-0733ac51eb8cd55a"></a>🟦 2026-05-29 X·@chipestimate · 与三星 Foundry 在 2nm 和 3D-IC 深化合作 · 合作客户/技术路线
  Cadence and Samsung Foundry Deepen 2nm and 3D‑IC Collaboration to Meet Surging AI Infrastructure and Physical AI Demand
  tags: 好观点·好信源 · → daily
  value: date=2026-05-29
  📷 原图
• <a id="atom-7419c4f3452d46cd"></a>🟦 2026-06-01 X·@nvidianewsroom · 使用 NVDA NemoClaw 创建自主 AI 工程师 · 合作客户/产品应用
  @Cadence, ... are using NVIDIA NemoClaw to create autonomous AI engineers that can compress weeks of simulation and verification work into hours.
  tags: 好信源 · → daily
• <a id="atom-4583d42ee17ddfc1"></a>🟦 2026-05-27 X·@chipestimate · PCIe Gen8 Verification IP availability announcement · 产品发布
  Cadence announced the availability of its PCIe Gen8 Verification IP at the PCI-SIG Developers Conference US held on May 6-7, 2026
  tags: 好数字 · → daily
  value: date=2026-05-06/07
  📷 原图
• <a id="atom-6b4af3e84272bea7"></a>🟦 2026-07-02 X·@chipestimate · 与 Intel Foundry 合作加速 Intel 14A 工艺优化 · 合作客户/技术路线
  Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
  tags: 好信源 · → daily
  value: direction=合作加速
  📷 原图
• <a id="atom-c8d354905d182ee5"></a>🟦 2026-06-29 X·@tbpn · 患者数量 · 患者规模
  They manage nearly 100,000 patients.
  tags: 好数字 · → daily
  value: qty=100000
• <a id="atom-10c61c4cf0ae8195"></a>🟦 2026-06-29 X·@tbpn · 每周检测中风数 · 预防检测
  And they're catching ~20 strokes a week before patients know they're having one.
  tags: 好数字 · → daily
  value: qty=20
• <a id="atom-d3b435826406d7d3"></a>🟦 2026-06-29 X·@tbpn · 血压监测响应时间 · 服务质量
  Cadence can call within 2.5 minutes to check symptoms and decide what needs to happen next.
  tags: 好数字 · → daily
  value: qty=2.5 minutes
• <a id="atom-f930be0f882b8e85"></a>🟦 2026-06-23 X·@Cadence_Care · 患者数量 · 订单需求
  Today Cadence supports care for 100,000+ patients
  tags: 好数字 · → daily
  value: qty=100,000+ · date=2026-06-23
• <a id="atom-23127dedc8fc9087"></a>🟦 2026-06-23 X·@Cadence_Care · 住院率降低 · 盈利能力
  27% fewer hospitalizations
  tags: 好数字 · → daily
  value: qty=27% fewer · direction=decrease
• <a id="atom-640262bdc779220b"></a>🟦 2026-06-23 X·@Cadence_Care · 年人均成本降低 · 盈利能力
  $1,302 annual cost reduction per patient, net of fees
  tags: 好数字 · → daily
  value: qty=$1,302 · direction=decrease
• <a id="atom-0b7ef000c2c8ba8c"></a>🟦 2026-06-23 X·@Cadence_Care · Medicare成本效益比 · 盈利能力
  $3 back to Medicare for every $1 spent
  tags: 好数字 · → daily
  value: qty=$3 back for every $1 spent · direction=positive
• <a id="atom-1f099ea3bd9b16b8"></a>🟦 2026-06-23 X·@Cadence_Care · 周节约成本 · 盈利能力
  $2.7m saved every week
  tags: 好数字 · → daily
  value: qty=$2.7m saved every week · direction=positive
• <a id="atom-ba09b109a0520308"></a>🟦 2026-06-23 X·@Cadence_Care · 融资额 · 融资
  Today we announced our $100M Series C
  tags: 好数字 · → daily
  value: qty=$100M · date=2026-06-23
• <a id="atom-839735328669e362"></a>🟦 2026-06-23 X·@Cadence_Care · 合作健康系统数量 · 合作客户
  supporting 20+ leading health systems
  tags: 好数字 · → daily
  value: qty=20+ · date=2026-06-23
• <a id="atom-4b9ad5fa911f0971"></a>🟦 2026-06-08 X·@AIStockSavvy · 与Intel Foundry合作 · 合作客户/技术路线
  📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Cadence and Intel Foundry Expand Multi-Year DTCO Collaboration
  tags: 好信源 · → daily
  value: qty=multi-year · date=N/A
• <a id="atom-47bfce8fff9febde"></a>🟦 2026-06-07 X·@BenBajarin · agentic EDA capability · 技术路线
  No how their software enables agentic workflows for verification/ design, etc.
  tags: 好信源 · → daily
• <a id="atom-64d61476046f3998"></a>🟦 2026-06-02 X·@chipestimate · announced availability of PCIe Gen8 Verification IP · 产品发布
  Cadence announced the availability of its PCIe Gen8 Verification IP at the PCI‑SIG Developers Conference US held on May 6-7,2026
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-f172d95097f9edc1"></a>🟦 2026-04-28 X·@semidoped · 营收同比增速 · 营收
  Cadence营收同比增速: +19%
  tags: 好数字 · → daily
  value: qty=+19% · date=Q1 2026
  [图: 半导体行业分析文章截图，包含Amkor先进封装技术方案表格及相关公司Q1财报营收数据 — Amkor营收同比增速: +27%; Cadence营收同比增速: +19%; POET股价跌幅: -50%]
  📷 原图
• <a id="atom-5e0641d9cbef2956"></a>🟦 2026-04-15 X·@chipestimate · 与NVDA合作发布AI芯片设计解决方案 · 合作客户/技术路线
  Cadence and NVIDIA Unveil Accelerated Engineering Solutions Purpose-Built for Agentic AI Chip and System Design
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-1763d0d107400de5"></a>🟦 2026-06-25 X·@chipestimate · 发布业界首个完全自主虚拟工程师用于芯片设计 · 产品发布
  Cadence Unveils Industry’s First Fully Autonomous Virtual Engineer for Chip Design, powered by NVIDIA
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-41dd4f9b87a8beb4"></a>🟦 2026-06-24 X·@chipestimate · 发布实时 eUSB2V2 演示 · 产品发布
  Cadence Debuts Industry's First Real-Time eUSB2V2 Demo at CES 2026 | Powered by 3nm Tech
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-991dfea7e7349801"></a>🟦 2026-06-24 X·@chipestimate · 使用 3nm 制程 · 技术路线
  Powered by 3nm Tech
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-6197092f435a2561"></a>🟦 2026-06-24 X·@chipestimate · 宣布与 Intel Foundry 合作加速 Intel 14A 工艺优化 · 合作客户/技术路线
  Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-245e7b0a7372e35b"></a>🟦 2026-06-24 X·@chipestimate · 合作范围包括 DTCO、IP 就绪和设计支持 · 合作客户/技术路线
  Expanded cooperation spans DTCO, IP readiness and design enablement to advance next-generation customer innovation
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-332b2c7b5e2eb698"></a>🟦 2026-06-22 X·@chipestimate · announced PCIe Gen8 Verification IP availability · 产品发布
  Cadence announced the availability of its PCIe Gen8 Verification IP
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-6f7dcdb43939c985"></a>🟦 2026-06-18 X·@chipestimate · demonstrated PCIe 8.0 PHY · 产品发布/技术路线
  Cadence Demonstrates PCIe 8.0 PHY at PCI-SIG DevCon 2026
  tags: 好信源 · → daily
  value: date=2026-06-18
  📷 原图
• <a id="atom-446c9faf8bbc1d94"></a>🟦 2026-06-15 X·@chipestimate · 与 Intel Foundry 合作 · 合作客户
  Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-7b04eb9faa341225"></a>🟦 2026-06-10 X·@chipestimate · demonstrates PCIe 8.0 PHY at PCI-SIG DevCon 2026 · 产品发布/技术路线
  Cadence Demonstrates PCIe 8.0 PHY at PCI-SIG DevCon 2026
  tags: 好信源 · → daily
  📷 原图

🟥 多头 takes (bullish) (4)

• <a id="atom-6741d325cc9ac2bf"></a>🟥 2026-07-01 X·@chipestimate · 推出业界首个全自主虚拟工程师用于芯片设计 · 产品发布/技术路线
  Cadence Unveils Industry’s First Fully Autonomous Virtual Engineer for Chip Design, powered by NVIDIA
  tags: 好观点·好信源 · → daily
  📷 原图
• <a id="atom-8faee0977bb8cbe0"></a>🟥 2026-06-07 X·@BenBajarin · custom programs growth · 订单需求
  More custom programs are also great $snps and $CDNS
  tags: 好观点 · → daily
• <a id="atom-f3f0e51913479ca7"></a>🟥 2026-06-27 X·@damnang2 [老化中] · 业务定位 · 竞争力
  Cadence is no longer just an EDA company
  tags: 好观点 · → daily
  value: qty=is no longer just an EDA company
  📷 原图
• <a id="atom-7e7235d8a104683e"></a>🟥 2026-04-20 X·@HPCwire [老化中] · 战略方向 · 技术路线
  Cadence Maps Its Future Beyond EDA With Agentic AI and Simulation
  tags: 好观点 · → daily
  value: direction=toward Agentic AI and Simulation
  📷 原图

🟥 空头 takes (bearish) (2)

• <a id="atom-05292fc3e21526cc"></a>🟥 2026-06-30 X·@DanielNenni · QED self-consistency checks struggles with size constraints in large hardware accelerator designs · 技术路线
  QED offers powerful self-consistency checks for correctness but struggles with size constraints in large hardware accelerator designs.
  tags: 好观点 · → daily
• <a id="atom-ac1f8c63b4caabe1"></a>🟥 2026-05-22 X·@bubbleboi [老旧] · 持仓观点 · 仓位情绪
  Cadence too.
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (1)

• <a id="atom-1af51daf0810c50e"></a>🟥 2026-04-24 X·@HPCwire [老化中] · AI 能力 · 技术路线/产品发布
  Cadence Is Teaching AI to Think Like an Engineer
  tags: 好观点·好思考 · → daily
  📷 原图

⏱ 时间轴 (近 20)

• 🟦 2026-07-02 · fact · 与 Intel Foundry 合作加速 Intel 14A 工艺优化 · → daily
• 🟥 2026-07-01 · narrative · 推出业界首个全自主虚拟工程师用于芯片设计 · → daily
• 🟥 2026-06-30 · narrative · QED self-consistency checks struggles with size constraints · → daily
• 🟦 2026-06-29 · fact · 患者数量 · → daily
• 🟦 2026-06-29 · fact · 每周检测中风数 · → daily
• 🟦 2026-06-29 · fact · 血压监测响应时间 · → daily
• 🟦 2026-06-29 · fact · 患者再入院改善案例 · → daily
• 🟥 2026-06-27 · position · 业务定位 · → daily
• 🟦 2026-06-25 · fact · 发布业界首个完全自主虚拟工程师用于芯片设计 · → daily
• 🟦 2026-06-24 · fact · 发布实时 eUSB2V2 演示 · → daily
• 🟦 2026-06-24 · fact · 使用 3nm 制程 · → daily
• 🟦 2026-06-24 · fact · 宣布与 Intel Foundry 合作加速 Intel 14A 工艺优化 · → daily
• 🟦 2026-06-24 · fact · 合作范围包括 DTCO、IP 就绪和设计支持 · → daily
• 🟦 2026-06-23 · fact · 患者数量 · → daily
• 🟦 2026-06-23 · fact · 住院率降低 · → daily
• 🟦 2026-06-23 · fact · 年人均成本降低 · → daily
• 🟦 2026-06-23 · fact · Medicare成本效益比 · → daily
• 🟦 2026-06-23 · fact · 周节约成本 · → daily
• 🟦 2026-06-23 · fact · 融资额 · → daily
• 🟦 2026-06-23 · fact · 合作健康系统数量 · → daily

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