CDNS Cadence Design Systems perspectiva acciones 2026: duopolio EDA con Synopsys, Cadence Cerebrus IA diseño chips, plataforma Palladium emulación, Allegro PCB, riesgo concentración clientes semiconductores y escenarios para inversores latinoamericanos.
CDNS Cadence Design Systems stock outlook 2026: EDA duopoly with Synopsys, Cadence Cerebrus AI chip design, Palladium emulation platform, Allegro PCB, semiconductor customer concentration risk, and scenario analysis.
DB HiTek (000990) 2026 outlook: Korea's largest 8-inch foundry, BCD power management, MEMS, automotive AEC-Q100, GlobalFoundries vs TowerSemi, corporate governance, and how to access KOSPI as a foreign investor.
VanEck's SMH Semiconductor ETF runs 25 holdings under pure market-cap weighting, making it more concentrated than SOXX in NVDA and TSMC. This guide explains when that concentration is an advantage and when it is a liability.
A practitioner's guide to SOXX iShares Semiconductor ETF: how the ICE Semiconductor Index's modified-cap weighting differentiates it from SMH, when to add exposure, and how to read semiconductor cycle signals for position sizing.
COHR 2026: 800G/1.6T optical transceivers, II-VI merger synergies, AI data center demand, InP moat, and three investment scenarios.