April, 2025 Update

Just a couple of quick updates for this month:

I am going to publish my Deep Dive on Synopsys by 28th of this month. I know I mentioned before that I would cover ASML this month, but I am shifting ASML to next month as I wanted to study an EDA tools company first.

For this month's "Never Sell" podcast episode, David Kim from Scuttleblurb and I discussed Adobe. (Spotify, Apple, YouTube, RSS Feed). I have also uploaded an updated Adobe model for the paying subscribers at the end of this post.

Finally, for new subscribers, I would like to let you know that you can access the full library of Deep Dives here (and all the excel models here).

Thank you for your support!