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21:00
Jul 27 ◎
John Wall Senior Vice President and Chief Financial Officer, Cadence … CDNS Q2 FY26 call
Cadence's hardware business (Palladium/Protium) remains supply-constrained by customer demand; systems are built as quickly as possible to meet backlog. — Persistent hardware tightness indicates that leading chip designers (including hyperscalers and semiconductor firms) are aggressively investing in verification capacity, a leading indicator of design activity.
AMD
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About AMD Analyst Coverage

Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: John Wall.