2024年Cadence利潤預測上調，AI需求激增！

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**Cadence 調高2024年盈利預測中位數 因晶片設計需求強勁**

（路透社）— Cadence Design Systems (NASDAQ:CDNS) 於周一調高其年度盈利預測的中位數，押注生成式AI的興起將推動其用於設計複雜晶片的軟件需求，使其股價在延長交易時段上漲6.4%。

Cadence 向主要的AI晶片設計公司如Nvidia (NASDAQ:NVDA) 和 Apple (NASDAQ:AAPL) 提供軟件及專業電腦伺服器，將其調整後的年度盈利預測中位數提升至每股5.90美元，較早前的5.87美元有所增加。

Cadence的軟件有助於自動化部分晶片設計過程，同時允許公司在開發作為AI系統“大腦”的最快、最強大的半導體時，規劃數十億個晶體管的佈局。

該公司在九月季度的收入增長接近20%，達到12.2億美元，是至少六個季度以來的最大增幅。根據LSEG彙編的數據，這一數字高於市場預期的11.8億美元。

Cadence的收入亦可能受益於其新一代Palladium超級計算機的推出。該公司策略及新業務的高級副總裁Nimish Modi曾在四月份表示，該產品將於第三季度上市，第四季度銷售將有所增長。

Berenberg的分析師在十月初表示，Cadence的收入增長與半導體公司的研發支出密切相關，即使面對宏觀經濟壓力，這些支出仍保持韌性並在上升。

Cadence預期全年調整後的每股盈利在5.87美元至5.93美元之間，較早前預測的5.77美元至5.97美元有所調整。

Cadence亦收窄了2024年年度收入預測範圍，現預計收入在46.1億至46.5億美元之間，較早前預測的46.0億至46.6億美元有所調整。

**編者評論：**

Cadence的盈利預測上調反映出AI技術對於晶片設計需求的持續增長，這不僅顯示出科技產業的強勁增長潛力，也突顯出Cadence在行業中的戰略地位。然而，值得關注的是，儘管面對宏觀經濟挑戰，半導體公司的研發支出仍保持堅挺，這可能是因為企業在技術創新方面的長期承諾。未來，隨著AI和其他新興技術的進一步發展，Cadence能否持續保持其市場領先地位，將成為投資者關注的焦點。

以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂

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