# Synopsys 上調年度業績預測，顯示其晶片設計軟體需求穩定。

*semiconductor · news · 2026-05-27 · The Star*

## Key points

- Synopsys 將 2026 財年營收預測上調至高達 97.1 億美元，超出分析師預期。
- 公司同意讓 Elliott Investment Management 派遣激進投資者 Jesse Cohn 擔任董事會成員。
- Synopsys 正在協商新協議，客戶將依據每顆使用其技術製造的晶片支付權利金。
- 公司將對大型客戶的 AI 工具收取更高費用，包括配備「代理工程師」以提升生產力。

SAN FRANCISCO, May 27 (Reuters) - Synopsys raised its annual results forecast on ⁠Wednesday, signaling steady demand for its chip design software from companies ‌racing to develop AI chips and infrastructure. Demand tied to AI has been strong as chipmakers and hyperscalers invest in more complex semiconductor designs and intelligent systems. Synopsys expects fiscal 2026 revenue between $9.63 billion and $9.71 ​billion, up from its previous forecast of $9.56 billion ⁠to $9.66 billion, with a midpoint above ⁠analyst estimates of $9.63 billion, according to LSEG data. It expects annual adjusted profit to ⁠be ‌between $14.72 and $14.80 per share, above analyst estimates of $14.45 per share. Synopsys also reached an agreement with Elliott Investment Management that will give one board seat ⁠to the activist investor's managing partner, Jesse Cohn. Synopsys CEO Sassine ​Ghazi told Reuters he ‌has had "constructive" discussions with Cohn on how to generate more revenue from ⁠the company's software ​and intellectual property. Ghazi said the company is working on new agreements with large customers in which they will pay more for AI tools, including "agent engineers" that help boost productivity. ⁠He said the agreements will involve customers paying royalties ​for each chip made with Synopsys technology. "AI changing both the balance between a human engineer and agent engineer is an inflection point to have a different conversation with ⁠our customers, so that's on the software side," Ghazi said. "On the IP side, there is clearly a trend in data centers for the hyperscalers to build their own chips. You cannot build your own chips without the participation of Synopsys IP." The ​company forecast third-quarter revenue between $2.41 billion and $2.46 billion, compared ⁠with analysts' average estimate of $2.41 billion, according to data compiled by LSEG. Total revenue came ​in at $2.28 billion for the second quarter, compared with ‌estimates of $2.25 billion. Synopsys shares declined about 1.5% ​in after-market trading after the results. (Reporting by Harshita Mary Varghese in Bengaluru and Stephen Nellis in San Francisco; Editing by Shreya Biswas, Rod Nickel)

**Companies:** Synopsys
**Countries:** United States

[Read the full story on The Star](https://www.thestar.com.my/tech/tech-news/2026/05/28/synopsys-raises-annual-forecast-on-demand-for-ai-chip-design-software)

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