Sassine Ghazi on AI for EDA
From Synopsys Inc ($SNPS) Q2 2026 Earnings Call · · Castify Earnings Call
“The whole AI for EDA started from the journey of reinforcement learning where we insert AI in every part of our products to a co-pilot or an assistant for the human engineer. And we've always thought at some point the workflow will change toward an autonomous set of engineers or agent engineers. And we're seeing it happening right now.”
On , Sassine Ghazi, Chief Executive Officer, President & Director at Synopsys, spoke about AI for EDA during Synopsys Inc ($SNPS) Q2 2026 Earnings Call on Castify Earnings Call.
About Sassine Ghazi
Sassine Ghazi, president and CEO of Synopsys, discussed the company's second quarter fiscal year 2026 results on a May 28, 2026 earnings call. He stated that the company was raising its full-year 2026 guidance for revenue, operating margin, EPS, and free cash flow, citing momentum, leadership roadmap, and market signals. Ghazi described the current period as "an exceptional moment to be the leading engineering solutions provider," asserting that EDA, IP, and multi-physics simulation have become essential in the AI supply chain. He noted that the company delivered the industry's first HBM4 IP test chip and reported design wins in memory IP across hyperscalers, AI startups, and semiconductor companies. Ghazi also announced a cooperation agreement with Elliott Management and the appointment of Jesse Cohn to the Synopsys board as an independent director. On the call, Ghazi addressed the impact of new foundries and technologies on Synopsys' IP business, stating that any new foundry or technology is a tailwind for the company's IP segment. He said that while Synopsys is aware of engagements with customers like Intel Foundry early on, the company does not receive payment until a customer commits to production, and that the company's fiscal 2026 guidance does not account for any upside from such wins. Regarding AI and business model changes, Ghazi said the company is seeing a shift toward autonomous "agent engineers" in customer workflows and is exploring a "subscription plus consumption" model for agents using Synopsys products. He stated that the company expects a change in monetization and business model to occur and that it intends to drive that change, adding that more details would be shared at an investor day on September 30, 2026.