Released March 2nd, 2022
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Brinton Johns, Jon Bathgate - Cadence: Software Behind Semiconductor Design
Brinton Johns and Jon Bathgate are investors at NZS Capital. We cover the value chain of semiconductors, the evolution of Cadence and the EDA market, and how Cadence has been able to mitigate the cyclical nature of the industry over the last decade.
Semiconductors
Public Equity
Professional Investors
00:00:00
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Semiconductors: No 'Big Thing' is a Good Thing
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The Complete History & Strategy of TSMC
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Semiconductors: Everything You Wanted to Know
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