I noticed on LinkedIn that Cadence appears to be aggressively recruiting senior R&D talent in the U.S., particularly in San Jose, where there are more than 100 job openings. After skipping RSUs in 2024 and the significant reductions in bonuses and RSUs in 2025, I believe many senior R&D engineers with more than 10 years of experience could be attracted by opportunities at Cadence.
It will be interesting to see how Sassine handles this situation. After three rounds of layoffs, the departure of even one key person could potentially create significant problems.