07/03/2025
For Portfolio II, IV
Synopsys (SNPS), Cadence Design Systems (CDNS)
Invest additional 2% for both companies in Portfolio II & IV
For long term
The reason of increasing investment in SNPS and CDNS is the policy for IC restriction is clearer now.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
06/10/2025
For Portfolio II, III, IV
Initial an investment of 2% of the Portfolios for Cadence Design Systems (CDNS) and Synopsys Inc (SNPS).
For long term and medium term investment
From daily life to industrial utility, ICs and electronics have been here for more than half of century. In the foreseeable future, utilization of semiconductors is going to be ubiquitous more than ever. From more recent fever of AI development to futuristic robotics, data centers also will be required to pack with more advanced, higher speed equipment. Therefore, semiconductor designers and manufacturing and systems developers have to advance their technologies and products to compete.
Cadence Design Systems and Synopsys are here to help businesses who develop, manufacture semiconductors and create, maintain systems. Both companies compete each other and they are major leaders in developing their software platform which provide tools for design, creation, manufacturing semiconductors and systems.
They are like the picks and shovels providers in gold rush. Cadence Design and Synopsys have been in business before dotcom bubble, but the acceleration of ICs and electronics development has given both companies a great deal of importance in this technology development era. And so far, both companies are in the equal footing in business competition. Equal weight of investment seems a right choice.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.