#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 Jul 12, 2026 5 AI consumers· 2 recurring
Per the valuechain.wiki graph, Siemens EDA is directly linked to 15 companies (0 supply, 14 revenue, 1 investment relationships) and reaches 38 companies within two hops; the links are backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).
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 engineers labor (undisclosed) Medium confidence
EDA cost base is mostly R&D engineers. - cloud & computing infrastructure (undisclosed) Low confidence
Cloud EDA/verification compute infrastructure (undisclosed).
Investors
- Siemens AG (parent, 100%) High confidence· Market share 100% · parent stake (100%)
A wholly owned subsidiary of Siemens AG within Digital Industries Software — its capital, R&D and go-to-market lean on the parent, and for Siemens it is a high-margin chip-design-software axis decoupled from the automation cycle.Confirms EN Siemens AG Published Nov 13, 2025: Siemens Earnings Release Q4 FY2025 (year ended Sep 30, 2025)
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Intel | lead2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +197.7 |
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +177.8 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +160.5 |
| Astera Labs | lead2 | · | · | · | · | +25.6 | +148.2 |
| MediaTek | lead2 | +27.8 | -26.6 | +52.9 | +58.3 | +24.9 | +124.3 |
| Fortinet | lead2 | +142 | -32 | +19.7 | +61.4 | -16 | +98.4 |
| GigaDevice | lead2 | +7.3 | -17 | -45.1 | +103.8 | +147.9 | +94.6 |
| Renesas Electronics | lead2 | +8.2 | +2.4 | +88 | -13.6 | +23.8 | +84.9 |
| Texas Instruments | lead2 | +17.5 | -9.9 | +6.4 | +13.1 | -4.5 | +81.6 |
| Credo Technology | lead2 | · | · | +46.3 | +245.2 | +114.1 | +79.2 |
| Realtek | lead2 | +19.6 | -33.8 | +56.2 | +19.1 | -6.4 | +73.7 |
| Global Unichip | lead2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +66.4 |
| Cambricon | lead2 | -48.7 | -21.2 | +77.1 | +420 | +120.1 | +65.9 |
| Cisco | lead2 | +45.8 | -22.5 | +9.3 | +21 | +33.5 | +59.8 |
| Montage Technology | lead2 | -18.2 | -21.8 | -18 | +51.4 | +169 | +47.4 |
| Analog Devices | lead2 | +21 | -4.9 | +23.4 | +8.8 | +29.8 | +46.7 |
| Microchip Technology | lead2 | +27.5 | -18 | +30.9 | -35 | +14.6 | +40.6 |
| NXP Semiconductors | lead2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +35.8 |
| Alchip Technologies | lead2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +34.7 |
| Hygon | lead2 | · | · | +54.2 | +93.4 | +106.9 | +33.6 |
| Apple | lead2 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +16.2 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +16 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +11.7 |
| Ambarella | lead2 | +121 | -59.5 | -25.5 | +18.7 | -2.6 | +9.1 |
| Sony Semiconductor Solutions | lead2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | -2.4 |
| Phison Electronics | lead2 | +26.8 | -10.7 | +45.1 | -6.7 | +418.3 | -6 |
| Mobileye | lead2 | · | · | +23.6 | -54 | -47.6 | -8.5 |
| Will Semiconductor | lead2 | -12.1 | -49.7 | -8.3 | +22.8 | +15.5 | -14.8 |
| United Microelectronics (UMC) | lead1 | +43.2 | -40.3 | +39.2 | -19 | +28.8 | +215.1 |
| Arm Holdings | lead1 | · | · | · | +64.2 | -11.4 | +195.8 |
| GlobalFoundries | lead1 | · | -17.1 | +12.5 | -29.2 | -18.6 | +97.8 |
| TSMC | lead1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +43.6 |
| SMIC | lead1 | -29.6 | -7.4 | -18.3 | +169.9 | +98.4 | +5.6 |
| Siemens EDA | node | · | · | · | · | · | · |
| Siemens AG | benef1 | +12.2 | +5.1 | +20.1 | +28 | +26.4 | +8.7 |
| Siemens Energy | benef2 | -35.4 | -2.7 | -27 | +314.2 | +149.9 | +5.7 |
Though #3 in EDA share (~13%), its Calibre physical-verification (DRC/LVS) signoff is the de-facto standard at every advanced foundry — TSMC, Samsung, Intel (85%+) — so every advanced chip passes through it regardless of overall rank, an essential tollgate. Its subscription revenue grows as design complexity rises and dependence on signoff tools deepens, and by extending the stack into Tessent (DFT) and Questa (verification) it forms an EDA oligopoly with Synopsys and Cadence. As a wholly owned (unlisted) Siemens AG subsidiary it has no standalone share price, and for Siemens it is a high-margin chip-design-software axis decoupled from the automation cycle. On the graph, this node sits upstream of nearly all chip designers and foundries as a common signoff gate where AI design activity converges.
Analysis generated from returns as of 2026-06-23