Cadence Design Systems

seekingalpha.com/news/4657647-cadence-raises-2026-outlook-to-21-percent-revenue-growth-and-8_40-non-gaap-eps-as-it-launches

19h

Cadence raises 2026 outlook to 21% revenue growth and $8.40 non-GAAP EPS as it launches Maestro models

Intel’s CEO Reportedly Had A Conversation With AMD’s Lisa Su On Potential Areas Of Collaboration, Says 0.9 PDK On The 14A Process Coming Soon

0

1

Wccftech Oct 26

barrons.com/articles/cadence-design-systems-earnings-stock-price-387a2535

16

13

Barron's Oct 26

Cadence Design Systems Raises Guidance on Agentic AI Opportunities: The company beat expectations for third quarter results.

2

0 0

cnbc.com/2026/10/12/intel-broadcom-ceos-warn-capital-crunch-could-become-ai-bottleneck.html

Oct 12

Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneck: The CEOs of Intel and Broadcom warned that access to capital could emerge as a ...

243

17

thestreet.com

Oct 15

Lip-Bu Tan’s remarks point to cheaper AI spreading across more servers, a shift that could lift demand for Intel’s own processors. Read more: thestreet.com

185

1

benzinga.com/markets/tech/26/10/62316768/elon-musk-fires-back-at-broadcom-ceo-hock-tans-ai-investment-warning-no-crying-in-the-casino

Oct 13

Elon Musk Fires Back at Broadcom CEO Hock Tan's AI Investment Warning: 'No Crying in the Casino' - Broadcom…

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4

Wccftech Oct 19

Intel CEO Lip-Bu Tan Says China Is “Not That Far Behind” In Chip Manufacturing, Despite US Sanctions Blocking Its Access To EUV Machines

wccftech.com/intel-ceo-lip-bu-tan-says-china-is-not-that-far-behind-in-chip-manufacturing-despite-us-sanctions-blocking-its-access-to-euv-machines/

12

22

The Straits Times

AI set to continue growing, but how it unlocks value is the question: TikTok, Broadcom, Intel CEOs

Oct 12

1:17

195

4

Quartz

qz.com/intel-broadcom-ceos-capital-constraint-ai-growth-101226

Oct 14

Intel and Broadcom CEOs warned that capital could be the biggest constraint on AI growth

wccftech.com/intel-ceo-lip-bu-tan-warns-ai-hardware-shortage-will-last-two-to-three-years-says-sector-has-to-show-return-on-investment/

0

Wccftech Oct 13

Intel CEO Lip-Bu Tan Warns AI Hardware Shortage Will Last Two To Three Years & Says Sector Has To Show Return On Investment

wccftech.com/intel-wants-to-become-the-go-to-foundry-for-asics-and-specialized-chips-and-lip-bu-tans-secret-weapon-is-a-former-marvell-exec/

32

9

Wccftech Oct 09

Intel Wants To Become The Go-To Foundry For ASICs And Specialized Chips, And Lip-Bu Tan’s Secret Weapon Is A Former Marvell Exec

20

2

TNW

Intel will stay on Musk’s Terafab chip project, CEO tells Bloomberg

Oct 07

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news.mit.edu Oct 04

Documenting the tech worker movement: MIT PhD student JS Tan co-wrote with Clarissa Redwine the book "Against Tech Oligarchy," on the rise and fall of ...

news.mit.edu/2026/documenting-tech-worker-movement-0918

15

7

Inside AT&S and the race to make the critical layer beneath AI chips

Sep 27

1:47

wccftech.com/intel-ceo-lip-bu-tan-is-impressed-by-photonic-quantum-computing-says-he-now-leans-on-ai-agents-to-do-his-homework/

201

12

Wccftech Sep 26

Intel CEO Lip-Bu Tan Is Impressed By Photonic Quantum Computing – Says He Now Leans on AI Agents to Do His “Homework”

51

9

finance.yahoo.com

Sep 17

Intel CEO Lip-Bu Tan: Businesses "cannot get enough memory." $MU: Say less. 📈

278

34

cnbc.com/2026/09/14/broadcom-ceo-on-anthropics-slowdown-push-ai-revenue-targets-havent-changed.html

Sep 15

Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed

barrons.com/articles/micron-stock-price-intel-memory-chips-b0eca0f2

115

6

Barron's Sep 17

Why Micron Stock Is Rising as Intel CEO Issues Memory-Chip Warning: Micron stock was gaining after Intel CEO Lip-Bu Tan highlighted soaring memory prices.

wccftech.com/intel-ceo-lip-bu-tan-reportedly-moves-up-14a-risk-production-to-q1-2027-as-the-nodes-defect-density-races-toward-target/

0

1

Wccftech Sep 16

Intel CEO Lip-Bu Tan Reportedly Moves Up 14A Risk Production To Q1 2027, As The Node’s Defect Density Races Toward Target

winfuture.de/news,161318.html

25

9

WinFuture.de Sep 16

Intel can't keep up: CPU demand 50% higher than capacity: Intel CEO Lip-Bu Tan has indicated that further price increases for processors and other products ...

6

7

Sep 10

UBS Group CEO Sergio Ermotti says sticky inflation remains a concern for central banks, with no signs of abating. In an exclusive interview with CNBC’s ... Show more

0:43

39

1

techspot.com/news/113771-sources-another-10-price-increase-intel-cpus-job.html

Sep 08

Intel's CPUs could get 10% more expensive next month: According to DigiTimes, supply-chain sources say Intel is prioritizing profit margins as CEO Lip-Bu Tan ...

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0

BNN Bloomberg

bnnbloomberg.ca/markets/2026/09/03/kim-boltons-top-picks-for-sept-3-2026/

Sep 03

Kim Bolton’s Top Picks for Sept. 3, 2026: Top Picks from Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas

instyle.de/fashion/savoir-faire-geheimnis-french-girl-style

2

0

InStyle

C−

Sep 01

Savoir-faire: This is what really defines the French girl style: Savoir-faire is the true secret of effortlessly elegant French girl style! Here we explain why ...

0

The New Stack Aug 26

Next month, AI Infra Summit brings together 8,000 attendees, 400+ speakers, and 250 partners across five tracks: Compute, AI Data Center, Data Movement ... Show more

Registration to the AI Infra Summit 2026

Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU

0

trendforce Aug 16

0:32

2

1

cnbc.com/2026/08/18/cadence-is-a-chip-stock-left-behind-by-the-ai-boom-why-the-ceo-says-thats-a-mistake.html

Aug 19

Cadence is a chip stock left behind by the AI boom. Why the CEO says that's a mistake

wccftech.com/intel-ceo-hints-that-chipzilla-might-return-to-making-memory/

29

5

Wccftech Aug 13

Intel CEO Hints Chipzilla’s Return To Making Memory, As He Teases “New Memory Architecture” & 3D Stacking To Tackle The DRAM Wall

418

65

pcmag.com

uk.pcmag.com/components/166714/intel-ceo-teases-possible-return-to-memory-business

Aug 13

Intel CEO Teases Possible Return to Memory Business: During a recent podcast appearance, Intel CEO Lip Bu-Tan said one of his pet projects is exploring new ...

0

Semafor

semafor.com/article/08/11/2026/lip-bu-tan-sought-us-blessing-for-intels-secondary-offering

Aug 11

Exclusive: Lip-Bu Tan sought US blessing for Intel’s stock sale: The US government will remain on the sidelines for the $15 billion stock sale.

theregister.com/systems/2026/07/24/intel-knows-it-needs-to-leapfrog-arm-and-amd-says-ceo-lip-bu-tan/5277968

0

dlvr.it Jul 24

Intel knows it needs to ‘leapfrog’ ARM and AMD, says CEO Lip-Bu Tan: Chipzilla changes PC biz name to reflect belief edge and robots could be as valuable one day

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benzinga.com/markets/earnings/26/07/60660614/intel-ceo-lip-bu-tan-eyes-100-billion-custom-ai-chip-market-backs-20-over-billion-capex-push-amid-unprecedented-demand-for-compute

Jul 26

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unp

3

2

techspot.com/news/113239-intel-reversing-course-bringing-hyper-threading-back-server.html

Jul 26

Intel is reversing course and bringing hyper-threading back to its server chips: Speaking to investors and analysts at Intel's Q2 2026 earnings call on Thursday ...

16

1 4

benzinga.com/markets/earnings/26/07/60660243/intel-ceo-lip-bu-tan-ai-chip-shortage

Jul 26

Intel CEO Lip-Bu Tan Warns AI Supply Crunch Won't Ease: Shortages Will 'Persist for the Foreseeable Futur

2

0

cnbc.com/2026/07/27/stocks-making-the-biggest-moves-after-hours-cdns-rmbs-well.html

Jul 27

Stocks making the biggest moves after hours: Cadence Design Systems, Rambus, Welltower and more

37

3

HotHardware

hothardware.com/news/intel-hands-atom-cpu-tech-to-rosaiclabs

Jul 30

Intel Quietly Hands Atom CPU Tech To Startup Linked To CEO Lip-Bu Tan: A major chipmaker like Intel handing synthesizable RTL to a nascent company seeking a mere ...

wccftech.com/intel-ceo-tan-makes-bold-move-shares-atom-chip-tech-with-rosaic-a-startup-led-by-his-former-investment-partner/

0

Wccftech Jul 30

Intel CEO Tan Makes Bold Move – Shares Atom Chip Tech With Rosaic, A Startup Led By His former Investment Partner

47

6

finance.yahoo.com

Jul 24

$INTC popped after the company reported a blowout earnings win on Thursday after the bell. CEO Lip-Bu Tan declared "Q2 was another quarter of solid ... Show more

Intel tops Q2 estimates on top and bottom lines, offers upbeat Q3 outlook

barrons.com/articles/goldman-sachs-will-continue-to-beat-targets-analyst-says-plus-draftkings-and-4-more-stocks-792dc60b

162

3

Barron's Jul 17

Goldman Sachs Will Continue to Beat Targets, Analyst Says. Plus, DraftKings and 4 More Stocks.

1

0

pcgameshardware.de

pcgameshardware.de/RAM-Hardware-154108/News/Helium-Exportstopp-China-Chip-Engpass-Intel-CEO-1548011/

Jul 13

Helium export ban: China confirms Intel CEO's concerns: China banned all helium exports with immediate effect on July 10, 2026. Intel CEO Lip-Bu Tan had ...

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0

Lexington Herald-Leader

kentucky.com/news/business/article316383369.html

Jul 04

Jim Cramer surprises investors with his favorite stock pick : Jim Cramer has named plenty of favorite stocks over the years.

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1

LinkedIn Jun 28

Qualcomm Modular Acquisition to Deliver AI Solutions from Edge to Cloud | Lip-Bu Tan

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54

Wccftech Jun 18

Lip-Bu Tan Nearly Walked Away From Semiconductors, But One Plea to ‘Save Intel’ Pulled Him Back as CEO, Now Hiring Top CPU/GPU Architects

barrons.com/articles/cadence-stock-price-ai-robot-chip-6696045d

52

1

Barron's Jun 01

Cadence Stock Rises as It Launches AI ‘Robot’ to Design and Check Chips: Cadence Design Systems stock was climbing as it said its AI agent can now independently ...

3

0

cnbc.com/2026/05/18/intel-ceo-says-foundry-is-gaining-momentum-as-customer-interest-grows.html

May 19

Intel CEO says foundry business is gaining momentum as customer interest grows: Intel CEO Lip-Bu Tan said the company’s Foundry turnaround is gaining traction.

781

6 0

The New Stack Jun 04

Jeff Dean. Ian Buck. Lip-Bu Tan. Santosh Janardhan. Fidelma Russo. That's the opening line-up - and more still to be announced for the AI Infra Summit ... Show more

Registration to the AI Infra Summit 2026

financialexpress.com/business/news/ai-data-centres-power-semiconductor-demand-says-cadence-india-md-alok-jain/4258587/

0

The Financial Express

C−

Jun 04

‘AI, data centres power semiconductor demand’, says Cadence India MD Alok Jain: In this interview with Sudhir Chowdhary, Jain speaks about AI-led chip design ...

4

1

Fortune

fortune.com/2026/06/03/intel-ceo-lip-bu-tan-ai-semiconductors-innovation/

Jun 04

Intel’s new CEO cut management layers in half. The stock is up nearly 500%: When Lip-Bu Tan took over, Intel was drowning in debt and losing the AI game ...

trendforce.com/news/2026/06/02/news-intels-lip-bu-tan-highlights-taiwan-ties-and-ai-vision-across-pcs-edge-ai-and-data-centers-at-computex/

101

3

trendforce Jun 02

[News] Intel Lip-Bu Tan Reflects on Taiwan’s Semiconductor Journey, Highlights AI and 18A Roadmap at COMPUTEX

0

Central News Agency

focustaiwan.tw/sci-tech/202606020023

Jun 02

Agentic AI to drive CPU demand: Intel CEO - Focus Taiwan: Agentic AI will drive demand for central processing units (CPUs) as artificial intelligence (AI) takes ...

2

0

Nikkei Asia

asia.nikkei.com/business/technology/artificial-intelligence/intel-ceo-praises-friend-nvidia-and-tsmc-despite-rising-competition

Jun 02

Intel CEO praises 'friend' Nvidia and TSMC despite rising competition: TAIPEI -- Intel CEO Lip-Bu Tan described TSMC as an important partner and Nvidia as a ...

6

1 3

tomshardware.com

tomshardware.com/tech-industry/watch-intels-computex-2026-keynote-here-ceo-lip-bu-tan-takes-the-stage-in-taipei-at-10-30pm-pt-on-june-1

Jun 02

Watch Intel's Computex 2026 keynote here — CEO Lip-Bu Tan takes the stage in Taipei at 10:30pm PT on June 1

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May 20

Intel $INTC CEO Lip-Bu Tan says the company is trying to build a “new Intel” focused on faster decisions, flatter management and stronger execution ... Show more

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1

BÖRSE ONLINE

May 25

Die Aktie hat seit Jahresbeginn fast 200 % zugelegt. Grund dafür ist die radikale Neuausrichtung unter CEO Lip-Bu Tan – und vor allem die Hoffnung auf einen ... Show more

0

1

pcgameshardware.de

pcgameshardware.de/CPU-CPU-154106/News/Intel-Lip-Bu-Tan-Fehler-Chipentwicklung-neue-Struktur-CEO-1536088/

May 25

Intel CEO admits "many mistakes": New chip strategy aims to restructure the company

6

0

techspot.com/news/112482-intel-14a-track-2028-risk-production-10a-7a.html

May 21

Intel says 14A is on track for 2028 risk production, 10A and 7A now in development

5

0

benzinga.com/markets/tech/26/05/52692773/intel-ceo-is-building-a-new-intel-that-works-at-speed-of-light

May 20

Intel CEO Is Building A 'New Intel' That Works At ‘Speed Of Light’ - Intel (NASDAQ:INTC)

0

PC Gamer

pcgamer.com/hardware/processors/intel-chief-in-the-past-we-made-a-lot-of-mistakes-from-day-one-i-came-on-board-as-ceo-i-have-all-the-engineering-report-to-me/

May 20

Intel chief: 'In the past, we made a lot of mistakes... from day one I came on board as CEO, I have all the engineering report to me'

wccftech.com/intel-ceo-tan-rips-up-former-ceo-gelsingers-playbook-brings-talent-back-and-strips-silos-to-salvage-data-center-business/

3

2

Wccftech May 19

Intel CEO Tan Rips Up Former CEO Gelsinger’s Playbook, Brings Talent Back And Strips Silos To Salvage Data Center Business

27

6

deraktionaer.de

deraktionaer.de/artikel/aktien/intel-aktie-nach-227-prozent-plus-verschnaufpause-oder-ende-der-rally-20401182.html

May 19

Intel: Stock after 227 percent gain - | Breather or end of the rally?: Intel has recorded a strong stock increase of 227% since March. CEO Tan emphasizes ...

2

0

TNW

thenextweb.com/news/intel-tan-relationships-manufacturing-turnaround

May 09

Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan.

546

17

techspot.com/news/112381-intel-ceo-promises-partnership-nvidia-produce-exciting-new.html

May 12

Intel CEO promises partnership with Nvidia will produce "exciting new products"

videocardz.com/newz/intel-and-nvidia-product-plans-remain-active-after-2025-chip-deal

0

VideoCardz May 11

Intel and NVIDIA product plans remain active after 2025 chip deal: Intel CEO says NVIDIA product collaboration is still active It has been quiet since one of ...

1

0

The Oregonian

oregonlive.com/silicon-forest/2026/05/elon-musk-was-in-oregon-this-week-heres-why.html

May 09

Elon Musk was in Oregon this week: Here’s why: The billionaire is apparently serious about a tech deal he announced last month.

elektronikpraxis.de/eda-tools-das-ziel-ist-ein-gleichgewicht-zwischen-ingenieurs-expertise-und-ki-assistenz-a-e9dfd0c885dc67c11d8ed21914953815/

126

37

ELEKTRONIKPRAXIS May 06

EDA tools: The goal is a balance between engineering expertise and AI assistance: Where does artificial intelligence actually help in EDA tools ...

0

benzinga.com/markets/private-markets/26/05/52205646/intel-ceo-lip-bu-tan-has-a-new-role-in-nvidia-backed-fault-tolerant-quantum-computing-firm

May 02

Intel CEO Lip-Bu Tan Has A New Role In Nvidia-Backed 'Fault-Tolerant' Quantum Computing Firm - Intel (NAS

videocardz.com/newz/intel-confirms-silicon-innovation-for-computex-keynote-along-with-more-ai

3

1

VideoCardz May 05

Intel confirms “silicon innovation” for Computex keynote, along with more AI: Intel Computex 2026 keynote will focus on AI Intel has shared more details about ...

0

deraktionaer.de

deraktionaer.de/artikel/aktien/intel-was-laeuft-da-mit-apple-20400301.html

May 05

Intel: What's going on with Apple?: Intel announces leadership change and could produce Apple chips. CEO Lip-Bu Tan wants to drive innovation as the company ...

0

cnbc.com/2026/04/24/intel-stock-soars-more-than-20percent-as-chipmaker-shows-signs-of-turnaround.html

Apr 24

Intel's stock soars more than 20% as chipmaker shows signs of a turnaround: Shares of Intel have more than doubled this year on optimism that backing from the ...

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Reuters

A

May 02

Intel's Sambanova deal gets U.S. antitrust clearance: U.S. antitrust authorities have completed ‌their review of Intel's investment in SambaNova ...

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268

1

Semafor

semafor.com/article/04/30/2026/quantum-computing-company-psiquantum-adds-intels-lip-bu-tan-to-board

Apr 30

Exclusive: PsiQuantum adds Intel’s Lip-Bu Tan to board : The appointment draws PsiQuantum closer to the semiconductor industry.

4

1

Fortune

fortune.com/2026/04/27/intel-share-price/

Apr 29

Intel’s share price just blew the doors off. One man thinks he knows the reason why

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Yardbarker

Apr 25

SOPHIE CUNNINGHAM TROLLS CAITLIN CLARK 😂🏀 The chemistry between Caitlin Clark and Sophie Cunningham keeps delivering. During a “Pass the Phone” game ... Show more

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3

benzinga.com/markets/tech/26/04/52022171/intel-ceo-lip-bu-tan-tesla-14a-chips-elon-musk-partnership-excited

Apr 25

Intel CEO Lip-Bu Tan Is Excited About Partnering With Tesla On 14A Chips: 'Can Think Of No Better Partner

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1

Nvidia

Apr 20

The companies that will shape AI are the ones that understand every layer, from chips to applications. Our CEO Jensen Huang joined Cadence CEO Anirudh Devgan ... Show more

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55

tomshardware.com

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Apr 24

Intel CEO says he can 'think of no better partner than Elon Musk' to explore 'unconventional' ways to improve chip manufacturing — TeraFab ...

42

9 0

benzinga.com/analyst-stock-ratings/analyst-color/26/04/52033897/cadence-design-systems-targets-faster-chip-design-cycles-to-keep-pace-with-ai

Apr 25

Cadence Design Systems Targets Faster Chip Design Cycles To Keep Pace With AI - Cadence Design Systems (N

3

0

marketwatch.com

marketwatch.com/story/why-cadences-chatgpt-moment-may-have-already-arrived-5379e63e

Apr 21

Why Cadence’s ‘ChatGPT moment’ may have already arrived: The rise of agentic AI tools should drive more demand for the company’s electronic design automation ...

wallstreet-online.de/nachricht/20738920-ki-entwicklung-paukenschlag-nvidia-cadence-kooperieren-roboter-ki

5

0

wotwitt Apr 16

Breaking news: Nvidia and Cadence are collaborating on robot AI!: Nvidia and Cadence have teamed up to develop AI for robotics—a partnership with enormous ...