"At the time when the "AI bubble" panic resurges, Wall Street envisions a counterattack on the AI computing power chain, with "Mother of Chips" EDA potentially becoming a new focal point."

date
10/06/2026
According to the app of Wisdom Financial, the well-known investment firm on Wall Street Stifel recently released a research report stating that EDA super giant Cadence (CDNS.US) announced an expansion of cooperation with Intel's chip foundry business unit (Intel Foundry), in order to accelerate Intel's possible optimization progress in 14A advanced chip process technology that may be launched in the next two years. This collaboration constitutes an "incremental positive" for this electronic design automation company.