Sign in

    Naso Nain

    Vice President and Equity Analyst at Berenberg

    Naso Nain is a Vice President and Equity Analyst at Berenberg, specializing in coverage of the European industrials and capital goods sector, with a focus on companies like ABB, Siemens, and Schneider Electric. Known for precise stock analysis and sector forecasting, he has demonstrated above-average success rates and outperformance versus benchmark indices on multiple stock calls, as evidenced by strong performance metrics on analyst ranking platforms. Nain began his finance career at BNP Paribas before transitioning to Berenberg in 2021, where he rapidly advanced to his current leadership position. He holds Series 7 and Series 63 licenses and is recognized for insightful sector reports that have garnered industry recognition.

    Naso Nain's questions to CADENCE DESIGN SYSTEMS (CDNS) leadership

    Naso Nain's questions to CADENCE DESIGN SYSTEMS (CDNS) leadership • Q2 2025

    Question

    Naso Nain from Berenberg asked about the potential adoption barriers for Agentic AI, questioning if they would be operational or human-related.

    Answer

    President & CEO Anirudh Devgan argued that adoption barriers in EDA are low compared to other software sectors. He cited two key reasons: (1) chip designers are already accustomed to high levels of automation, and (2) the exponential increase in design complexity makes AI a necessity to keep pace, not a threat to jobs. He concluded that the primary factor for adoption is the tool's ability to deliver tangible productivity and performance benefits.

    Ask Fintool Equity Research AI