Enterprise DNA
AI Industry Map / Chips / Synopsys
Chip design Supplier to the AI builders

Synopsys

Sells the software that engineers use to design and check AI chips, plus the chip building blocks they reuse.

Revenue
$2.477B in the quarter to July 2026 (fiscal Q3 2026), up from $1.740B a year earlier. Full-year guidance about $9.7B
Growth
Quarterly revenue up about 42% on a year earlier (fiscal Q3 2026)
Based in
Sunnyvale, US
Listed
Public (SNPS)
Why it is winning

Every serious chip designer pays for its tools, so AI chip growth flows into its sales.

The risk to watch

Its chip-design tools are a small, mature market, and China export rules can cut sales.

Money coming in

Who pays Synopsys, and for what.

No customers of Synopsys mapped yet.

Money going out

Who Synopsys pays to do what it does.

No suppliers of Synopsys mapped yet.

Where it sits on the map

Competitors and neighbours

Nvidia
NVDA Supplier

Designs the GPUs that train and run most big AI models, and the CUDA software they run on.

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Open profile
OpenAI

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Open profile
Google
GOOGL

Makes Gemini, the assistant built into Android, Search and Workspace.

25% of AI chip supply (Epoch AI)

Open profile
Amazon
AMZN Supplier

Designs its own Trainium AI chips and rents them out through AWS.

5% of AI chip supply (Epoch AI)

Open profile
Broadcom
AVGO Supplier

Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.

AI chip revenue $16.7B in a quarter, up 221%

Open profile
Groq
Supplier

Makes fast inference chips for running models, built around its own LPU design.

$3.5B in a 2026 round that followed its Nvidia licensing deal

Open profile
Cerebras
CBRS Supplier

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Open profile
Marvell Technology
MRVL Supplier

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Open profile
Arm
ARM Supplier

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record

Open profile

Sources: sec.gov

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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