CDNS
Guest preview — showing qualitative direction only.
CDNS Analysis Summary
Cadence Design (CDNS) operates in Layer 1: Semiconductor Manufacturing, in the Eda Tools sub-sector. With a $80.0B market cap and 50% AI-derived revenue, it sits in the upstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
CDNS has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include AMD, NVDA, AVGO.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Cadence Design (Semiconductor Manufacturing, 50% AI revenue). Signal: -0.17.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
Sign in to unlock current target weights, sleeve placement, and conviction. Sign in.
Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $80,000M (80.0B)
- Avg Daily Volume
- $140.0M
- AI Revenue %
- 50%
- Liquid Options
- Yes
- Layer
- 1 — Semiconductor Manufacturing
- Sub-Sector
- Eda Tools
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About CDNS
- Company: Cadence Design
- Supply Chain Position: Semiconductor Manufacturing (Layer 1 of 10)
- Market Cap: $80.0B
- AI Revenue: 50%
- Sub-sector: Eda Tools
- Tier: Upstream
- Supply Chain Partners: 3 companies
CDNS FAQ
What does Cadence Design do in AI?
Cadence Design (CDNS) operates in the Semiconductor Manufacturing layer of the AI supply chain, in the Eda Tools sub-sector.
Is CDNS a buy or sell?
Full signal analysis for CDNS is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CDNS in?
CDNS is in Layer 1: Semiconductor Manufacturing. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Cadence Design's AI revenue exposure?
Cadence Design derives approximately 50% of its revenue from AI-related activities. It has a market capitalization of $80.0B and sits in the upstream tier of the AI supply chain.