Cadence Design Systems, Inc. at Deutsche Bank Technology Conference Transcript
Amazing. Welcome back, everyone, to DB's 20th Annual Tech Conference. My name is Gianmarco Conti, and I'm heading the hardware equity research division here. Today, we have the pleasure of having Richard Gu, Head of Investor Relations at Cadence.
So before we start, a quick Safe Harbor. Today's discussion will contain forward-looking statements, including Cadence's outlook on future business and operating results. Due to risks and uncertainties, actual results may differ materially from those projected or implied in today's discussion.
Questions & Answers
So Richard, now that we got that out of the way, let's frame the time for the room. EDA for the past 30 years has been growing a few percentage points faster than R&D spending. And then suddenly -- well, not so suddenly, I guess, in the past three to five years, we've had a lot of companies start to do custom ASICs and custom designs from hyperscalers to large system companies. So I guess what has
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