What Cadence Design Systems (CDNS)'s Chiplet Ecosystem Launch With Samsung Means For Shareholders

Simply Wall St.01-13

In early January 2026, Cadence Design Systems unveiled a Chiplet Spec-to-Packaged Parts ecosystem, partnering with Arm, Samsung Foundry and several IP vendors to simplify chiplet design for physical ...

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An interesting aspect is Cadence’s move to offer a pre-integrated, silicon-validated chiplet platform that aims to cut engineering complexity and adoption risk for customers building next-generation AI and HPC systems. We’ll now examine how Cadence’s chiplet ecosystem push, especially its Samsung Foundry collaboration, may influence the company’s existing investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.AdvertisementCadence Design Systems Investment Narrative RecapTo own Cadence, you generally need to believe that its AI-focused design tools and IP portfolio can justify a premium valuation despite slower recent earnings growth and rich multiples. The new chiplet ecosystem fits that thesis by deepening Cadence’s role in AI and data center design, but it does not fundamentally change the near term catalyst around continued AI tool adoption or the key risk from competitive pressure in AI design software. Among recent developments, the expanded June 2025 Samsung Foundry collaboration around advanced-node IP and design enablement looks especially relevant. It underpins the new chiplet Spec-to-Packaged Parts platform on Samsung’s SF5A process, reinforcing Cadence’s position in chiplet-based AI and HPC design flows, which remains a central catalyst for the company’s growth ambitions. Yet, against that opportunity, investors should also be aware of competitive pressures in AI design tools that could... Read the full narrative on Cadence Design Systems (it's free!)Cadence Design Systems' narrative projects $6.9 billion revenue and $1.7 billion earnings by 2028. This requires 10.9% yearly revenue growth and about a $0.7 billion earnings increase from $1.0 billion today.Uncover how Cadence Design Systems' forecasts yield a $384.20 fair value, a 18% upside to its current price.Exploring Other PerspectivesCDNS 1-Year Stock Price Chart Ten Simply Wall St Community valuations span roughly US$237 to US$418 per share, showing a wide spread of expectations around Cadence’s future. Against this, the key risk of intensifying AI design tool competition could affect how these different views on performance eventually play out, so it is worth exploring several of these perspectives before forming your own stance.Explore 10 other fair value estimates on Cadence Design Systems - why the stock might be worth 27% less than the current price!Build Your Own Cadence Design Systems NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Cadence Design Systems research is our analysis highlighting 2 key rewards that could impact your investment decision.Our free Cadence Design Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cadence Design Systems' overall financial health at a glance.Ready For A Different Approach?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.These 18 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Rare earth metals are the new gold rush. Find out which 39 stocks are leading the charge.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? 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