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Synopsys' software license price hike may take 2-3 years: BNP
- What: Synopsys' software license price hike may take 2-3 years: BNP
- Why: BNP Paribas analysts predict a gradual increase in Synopsys' software license prices due to rising demand and limited supply.
- Signal: The price hike is a signal that the semiconductor industry is experiencing strong demand, driving up costs for companies like Synopsys.
- Target: BNP Paribas analysts expect Synopsys' software license prices to increase by 15% over the next 2-3 years.
- Risk: The price hike poses a risk to companies that rely heavily on Synopsys' software, potentially impacting their bottom line and profitability.