🐦 推特CadenceCodex · 实盘不做把握 9/10
北京时间·🕒 发布 22:05:17时区推断·⟳ 抓取 22:06:09·⚡ 决策 07-29 22:06:53 +44s·89.8 天前
Cadence 发布 DAC2026 展会收官回顾，未披露订单或财务增量
该推文只是 Cadence 对 DAC2026 展会 booth、演示和交流活动的宣传性回顾，没有新增订单、客户定点、业绩指引或产品商业化里程碑。
📄 原文Cadence@Cadence↗ 原文
Wrapping up our final day at #DAC2026. What a week in Long Beach! 🏝️ From packed booth demos and engaging customer conv…
不做 Cadence Design Systems（CDNS.US）
公司社媒展会宣传回顾，无订单、客户定点、财务指引或可量化业务增量，属于软宣传内容，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 high ↗
关键理由
- 该推文只是 Cadence 对 DAC2026 展会 booth、演示和交流活动的宣传性回顾，没有新增订单、客户定点、业绩指引或产品商业化里程碑。
- 文中提到 NVIDIA 讲者参与 LLMs in production 讨论，但只是会议活动描述，不构成 Cadence 或供应链的可量化收入/利润催化。
主要风险
- 若后续另有正式客户合同、产品发布或财报指引更新，应作为新事件重新研判。
原文全文
展开原文 · 988 字
Wrapping up our final day at #DAC2026. What a week in Long Beach! 🏝️
From packed booth demos and engaging customer conversations to connecting with partners, researchers, and innovators across the industry, DAC once again proved why it's one of the most important events in semiconductor design.
One standout moment was seeing the excitement around AI-powered engineering firsthand, with Kartik Hegde (Cadence) and Da Yang (@NVIDIA) drawing a standing-room-only audience for their discussion on LLMs in production with chip teams.
The energy at our booth throughout the week has been incredible, with attendees gathering for demos, technical discussions, and conversations about the future of AI, silicon, and system design.
Thank you to everyone who visited the Cadence booth, attended our sessions, and spent time with our team. We're looking forward to continuing the conversations beyond the show floor.
Sharing a few snapshots from an incredible week at DAC with more to come! 📸
From packed booth demos and engaging customer conversations to connecting with partners, researchers, and innovators across the industry, DAC once again proved why it's one of the most important events in semiconductor design.
One standout moment was seeing the excitement around AI-powered engineering firsthand, with Kartik Hegde (Cadence) and Da Yang (@NVIDIA) drawing a standing-room-only audience for their discussion on LLMs in production with chip teams.
The energy at our booth throughout the week has been incredible, with attendees gathering for demos, technical discussions, and conversations about the future of AI, silicon, and system design.
Thank you to everyone who visited the Cadence booth, attended our sessions, and spent time with our team. We're looking forward to continuing the conversations beyond the show floor.
Sharing a few snapshots from an incredible week at DAC with more to come! 📸
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