Hacker News Reader

Apparently SNPS share price gone up a little bit because of this. However, the rise didn't compensate their loss over the years. I keep wondering why EDA companies didn't get the hype like AI labs and Chip design companies.

View on HN

I remember the stock taking a beating after Kimi K3 created all that buzz about the open model designing chips that could run itself (even though the chip in question seemed small in today's standard of massive AI chips). It was only a matter of time before Synopsys released an offering like this. I can almost see the meeting where the C suite demanded working with an external partner over anything in-house they could build.

Why the overall market cap is smaller than both Synopsys and Ansys combined before the merger still beats me tho.

To maximize hype, a company has to be losing money, but with a story about how it will eventually be making massive money. Stable companies that make some money, are growing steadily but with no hope of growing massively, aren't so exciting, and that's what EDA companies are.

Reply on news.ycombinator.com