#3 EDA · Calibre signoff
Siemens EDA
#3 in EDA share (~13%). Built on Mentor Graphics (acquired by Siemens 2017, $4.5B). Its Calibre physical-verification (DRC/LVS) signoff is the de-facto standard specified by TSMC, Samsung and Intel (85%+ share), so every advanced chip passes through it regardless of overall rank. Tessent (DFT) and Questa (verification) are also strong. Part of Siemens Digital Industries Software (not separately listed).
Updated Jun 21, 2026
Financials & Segments
- Total revenue · ~13% of EDA (#3)
- Customer concentration · Calibre signoff 85%+; all foundries and designers.
- Segments · Calibre signoff · Tessent DFT · Questa verification
Revenue from
- TSMC High confidence
Supplies EDA tools to tsmc. - Samsung Electronics High confidence
Supplies EDA tools to samsung-electronics. - Intel High confidence
Supplies EDA tools to intel. - SMIC Medium confidence
Supplies EDA tools to smic. - MediaTek Medium confidence
Supplies EDA tools to mediatek. - United Microelectronics (UMC) Medium confidence
Supplies EDA tools to umc. - Qualcomm Medium confidence
Supplies EDA tools to qualcomm. - NVIDIA Medium confidence
Supplies EDA tools to nvidia. - Marvell Medium confidence
Supplies EDA tools to marvell. - AMD Medium confidence
Supplies EDA tools to amd. - Apple Medium confidence
Supplies EDA tools to apple. - GlobalFoundries Medium confidence
Supplies EDA tools to globalfoundries. - Broadcom Medium confidence
Supplies EDA tools to broadcom. - Arm Holdings Medium confidence
Supplies EDA tools to arm.
Pays to
- R&D·엔지니어 인건비 (비공개) Medium confidence
EDA cost base is mostly R&D engineers. - 클라우드·컴퓨팅 인프라 (비공개) Low confidence
Cloud EDA/verification compute infrastructure (undisclosed).Confirms EN SemiWiki Published Jun 1, 2025: "Cloud-based EDA/verification raises compute-infrastructure cost."
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| SK hynix | lead3 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +204.7 |
| Samsung Electronics | lead3 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +121 |
| CoreWeave | lead3 | · | · | · | · | · | +64.7 |
| Arista Networks | lead3 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +29.5 |
| Foxconn (Hon Hai) | lead3 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +21.8 |
| Alphabet (Google) | lead3 | +65.3 | -39.1 | +58.3 | +35.8 | +66.1 | +17.8 |
| Amazon | lead3 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +5.9 |
| Super Micro | lead3 | +38.8 | +86.8 | +246.2 | +7.2 | -4 | +4.7 |
| Meta Platforms | lead3 | +23.1 | -64.2 | +194.1 | +65.9 | +13.1 | -12.3 |
| Microsoft | lead3 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | -21.2 |
| Marvell | lead2 | +84.9 | -57.5 | +63.7 | +83.8 | -22.8 | +265.9 |
| Intel | lead2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +263.1 |
| MediaTek | lead2 | +27.8 | -26.6 | +49 | +59.1 | +25.1 | +154.3 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +150.9 |
| Astera Labs | lead2 | · | · | · | · | +25.6 | +150.7 |
| Credo Technology | lead2 | · | · | +46.3 | +245.2 | +114.1 | +88.9 |
| Texas Instruments | lead2 | +17.5 | -9.9 | +6.4 | +13.1 | -4.5 | +88.3 |
| Global Unichip | lead2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +86.3 |
| Renesas Electronics | lead2 | +8.2 | +2.4 | +88 | -13.6 | +23.8 | +83.8 |
| NXP Semiconductors | lead2 | +44.8 | -29.4 | +48.4 | -8 | +6.4 | +45.7 |
| Alchip Technologies | lead2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +40.2 |
| Qualcomm | lead2 | +22.3 | -38.4 | +35.1 | +7.7 | +13.9 | +34.2 |
| Broadcom | lead2 | +56.8 | -13.4 | +104.9 | +110.9 | +50.7 | +19.3 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.3 | +38.9 | +13.1 |
| Apple | lead2 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +9.8 |
| Sony Semiconductor Solutions | lead2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | -8.7 |
| Arm Holdings | lead1 | · | · | · | +64.2 | -11.4 | +302 |
| United Microelectronics (UMC) | lead1 | +43.2 | -40.3 | +39.2 | -19 | +28.8 | +206.4 |
| GlobalFoundries | lead1 | · | -17.1 | +12.5 | -29.2 | -18.6 | +145.8 |
| TSMC | lead1 | +12.1 | -36.8 | +42.5 | +92.9 | +56 | +53.3 |
| SMIC | lead1 | -29.6 | -7.4 | -18.3 | +169.9 | +98.4 | +1.5 |
| Siemens EDA | node | · | · | · | · | · | · |
Siemens EDA is not separately listed (part of Siemens), so it has no standalone stock return, but with Synopsys and Cadence it is the third pillar of the EDA oligopoly. Its Calibre physical verification is the de-facto tape-out signoff standard at TSMC, Samsung and Intel (85%+), so every advanced chip must pass through it regardless of its #3 overall share. It cannot be validated via returns directly, but its subscription/essential-good structure, insensitive to the cycle, matches the Synopsys and Cadence share-price pattern.