Synopsys admits China share losses are happening at an accelerated rate. Prior to this latest earnings call, the company had attributed China weakness to macro and lower design starts, but the tone has now shifted. China revenue declined 18% in FY25 and accounted for 12% of total, down from 16% in FY24. Non-China up 21% y/y in FY25.
Source: Sravan Kundojjala
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