Semiconductor News & Analysis Feed

Cadence Design Systems says Jilin University students are using Cadence Fidelity CFD to design award-winning race cars. The company describes the technology as helping to optimize aerodynamics and accelerate every iteration. Cadence Design Systems shares a video on how hands-on CFD is shaping future engineers. Details are available in the linked content. CDNS is trading at $368.42, sitting below

Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels. Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to

Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.

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