AI Semiconductor Design Surge: US Software Firms Boost Performance and Guidance

Synopsys Inc. (NASDAQ: SNPS) reported fiscal 2026 second-quarter revenue of $2.276 billion (approximately ₩3.2 trillion), up sharply year-over-year and exceeding its own guidance. Non-GAAP earnings per share came in at $3.35. The company raised its full-year revenue outlook to a midpoint of $9.665 billion (about ₩13.5 trillion) and lifted its non-GAAP EPS guidance to $14.76. Synopsys said it based these upward revisions on solid business performance, disciplined cost management and accelerated synergies—despite a roughly neutral EPS impact from Ansys-related channel accounting and a partial offset from the planned sale of its Processor IP Solutions unit. The company also noted that on May 16 and June 1, certain restricted stock units belonging to Janet Lee, General Counsel and Corporate Secretary, vested and were sold by the company to satisfy tax-withholding obligations, in line with standard compensation practices.

According to international reports, Synopsys cited strong demand for AI chips and infrastructure design when it raised its full-year guidance on May 27. At the same time, it disclosed governance changes under its cooperation agreement with Elliott Investment, including adjustments to the board of directors. The company is also conducting workforce realignments—affecting several dozen employees at certain Sunnyvale, California, sites—as part of its Ansys integration and broader restructuring efforts.

Headquartered in California, Synopsys is a leading provider of electronic-design-automation (EDA) software for the semiconductor industry. It offers chip-design tools, intellectual property (IP) and software-security solutions to global fabless companies and foundries. In 2025, Synopsys completed its approximately $35 billion (around ₩49 trillion) acquisition of Ansys, extending its platform to cover multiphysics simulation. With rising demand for AI semiconductors and increasingly complex system designs, Synopsys—and fellow EDA vendors such as Cadence—remain in the industry spotlight.