# 누가 케이던스의 고객인가? 케이던스의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/cadence · Facet: customers · Updated: 2026-07-12T08:20:34.520603+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 케이던스의 확인된 매출 상대는 NVIDIA·AMD·Marvell 외 익명·묶음 관계 19건이다. 밸류체인 그래프 기준 매출 엣지 22건, 근거 출처 11건 중 1차공시 3건 (valuechain.wiki, 2026-07-12 기준).

### NVIDIA (high)  → /nvidia.md
- metric: 점유율 30% · 2024 · EDA 세계 점유율
- note: 엔비디아가 케이던스 EDA 툴·IP로 AI 칩을 설계 — 세계 ~30% 점유의 대표 고객. AI 칩 설계 폭증이 곧 라이선스 수요.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### AMD (high)  → /amd.md
- note: AMD에 EDA 설계 툴·IP 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### Marvell (high)  → /marvell.md
- note: Marvell에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "Marvell가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "Marvell가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### Broadcom (high)  → /broadcom.md
- note: Broadcom에 EDA 설계 툴·IP 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### 알칩 (high)  → /alchip.md
- note: 알칩에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "알칩가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "알칩가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### 미디어텍 (mid)  → /mediatek.md
- note: 미디어텍에 파운드리·IP·EDA 공급.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "미디어텍에 파운드리·IP·EDA 공급."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "미디어텍에 파운드리·IP·EDA 공급."

### NXP반도체 (mid)  → /nxp.md
- note: NXP반도체에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "NXP반도체가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "NXP반도체가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### 텍사스인스트루먼트 (mid)  → /texas-instruments.md
- note: 텍사스인스트루먼트에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "텍사스인스트루먼트가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "텍사스인스트루먼트가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### ST마이크로일렉트로닉스 (mid)  → /stmicroelectronics.md
- note: ST마이크로일렉트로닉스에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "ST마이크로일렉트로닉스가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "ST마이크로일렉트로닉스가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### 글로벌파운드리 (mid)  → /globalfoundries.md
- note: 글로벌파운드리에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "글로벌파운드리 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."
- [confirms] TSMC (EN, ir, published 2025-04-01) https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance: "글로벌파운드리 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."

### Astera Labs (mid)  → /astera-labs.md
- note: Astera Labs에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "Astera Labs가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "Astera Labs가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### 르네사스 (mid)  → /renesas.md
- note: 르네사스에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "르네사스가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "르네사스가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### 삼성전자 (mid)  → /samsung-electronics.md
- note: Samsung Electronics에 EDA 설계 툴·IP 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### Apple (mid)  → /apple.md
- note: Apple에 EDA 설계 툴·IP 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### Intel (mid)  → /intel.md
- note: Intel에 EDA 설계 툴·IP 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### TSMC (mid)  → /tsmc.md
- note: TSMC에 EDA 설계 툴·IP 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "케이던스 EDA 세계 ~30% 2위."
- [confirms] 서울경제 (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "AI 칩 설계로 케이던스 성장."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA 툴·IP 매출."

### Arm Holdings (mid)  → /arm.md
- note: Arm Holdings에 EDA 설계 툴 공급.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "IP 설계에 EDA 사용."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "설계 R&D."

### 크레도 (mid)  → /credo.md
- note: 크레도에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "크레도가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "크레도가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### SMIC (mid)  → /smic.md
- note: SMIC에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "SMIC 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."
- [confirms] TSMC (EN, ir, published 2025-04-01) https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance: "SMIC 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."

### UMC (mid)  → /umc.md
- note: UMC에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "UMC 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."
- [confirms] TSMC (EN, ir, published 2025-04-01) https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance: "UMC 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."

### Qualcomm (mid)  → /qualcomm.md
- note: Qualcomm에 EDA 설계 툴 공급.
- [confirms] 한국경제 (KO, news, published 2026-01-07) https://www.hankyung.com/article/2026010776221: "삼성과 2나노 파운드리 재논의."
- [confirms] TrendForce (EN, news, published 2025-03-26) https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/: "스냅드래곤 최첨단 물량 TSMC로."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-06) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K: "10-K: QCT 칩셋·QTL 라이선스."

### 인피니언 (mid)  → /infineon.md
- note: 인피니언에 EDA 툴·IP 공급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "인피니언가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "인피니언가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

반대 방향: https://valuechain.wiki/cadence/suppliers.md · 파급: https://valuechain.wiki/cadence/ripple.md

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