By Yahoo Finance Video
Publication Date: 2026-06-08 16:01:00
00:00 Speaker A
There is such an insatiable demand for semiconductor and chips because as you envision the world of the future, the car, the drone, the robots, etc, demand increased sophisticated silicon, not the traditional sensors, uh small type of semiconductor, more sophisticated semiconductor chips. And these systems are AI driven. Uh so the the design of these systems create a significant opportunities for many companies.
00:41 Speaker B
Right. And so there’s fundamental reasons there behind the the push that we’ve seen into these investments.
00:49 Speaker A
Exactly, because uh the you you see most advanced semiconductor chips are on a uh in a period of time of of great demand. Now, you look at the design of these systems, be it an EV or a robot, they’re complex engineering uh design. So it provides as well a great opportunity. Say a company like Synopsys, our customer base expanded dramatically with the acquisition of Ansys. and going from a physical prototype of a product to more digital twin of designing a product given the the the complexity of electronics with mechanical, with thermal, with fluid, uh which is a fantastic opportunity.
01:34 Speaker B
Nvidia is an investor in Synopsys. Now, you’ve been partners with them and and had a customer relationship with them for a long time. But has that involvement changed at all the way that you’re doing business, the way that you sell? Have there has there been any kind of…