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Siddhi Panigrahi

Research Analyst at Mizuho

Siddhi Panigrahi is a Research Analyst at Mizuho, specializing in technology sector research with a focus on semiconductor and design software companies. She has covered specific companies including Cadence Design Systems, engaging actively by asking earnings call questions, though detailed performance metrics such as success rates or rankings on platforms like TipRanks are not publicly available. Panigrahi's career timeline and previous firms remain undisclosed in available sources, and no professional credentials like FINRA registrations or securities licenses are documented.

Siddhi Panigrahi's questions to CADENCE DESIGN SYSTEMS (CDNS) leadership

Question · Q4 2025

Siddhi Panigrahi asked for color on robust design activity, specifically any improvements in the traditional semi segment versus AI or automotive, and inquired about traction and significant contribution timelines for physical AI.

Answer

President and CEO Anirudh Devgan stated that design activity is accelerating for both system and semi companies, with the semi industry potentially hitting $1 trillion this year. He highlighted strong partnerships with major semi players and AI leaders like NVIDIA and Broadcom, and noted that memory companies are performing phenomenally. Devgan observed a healthier environment for the general semi market in 2026 compared to 2025, with broad-based strength. He confirmed growing traction for physical AI, especially in autonomous driving and robotics, positioning Cadence well for multimodal silicon and system challenges.

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Question · Q4 2025

Siddhi Panigrahi asked for color on design activity improvements in traditional semi segments versus AI or automotive, and the current traction and expected contribution of physical AI.

Answer

President and CEO Anirudh Devgan stated that design activity is accelerating across system and semi companies, with the semi industry potentially hitting $1 trillion this year. He highlighted strong partnerships with major semi players and AI leaders (NVIDIA, Broadcom, memory companies). Devgan also noted a healthier outlook for traditional mixed-signal semi companies in 2026 compared to 2025, leading to broad-based strength. He confirmed traction in physical AI, particularly in autonomous driving and robotics, and expects it to be a significant contributor as the trend accelerates.

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