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Cadence10-Q: Supply chain disruption

Cadence flags major risk from US-China tensions and Taiwan supply chain dependency

What happened

Management explicitly identifies geopolitical risks involving China and Taiwan's central role in the tech supply chain as a material threat to operations. This creates an imperative to de-risk operations through supply chain diversification, enhanced visibility software, and resilience planning.

Source

SEC EDGARMay 1, 2026

Quarterly report (Form 10-Q)

Cadence 10-Q

Filing excerpt

For example, the ongoing geopolitical and economic uncertainty between the United States and China, where we conduct business and have derived a substantial percentage of our revenue, the unknown impact of current and future U.S. and Chinese trade regulations, including tariffs and other trade restrictions, and geopolitical risks with respect to Taiwan, which serves as a central hub for the technology industry supply chain, could, directly or indirectly, materially harm our business, financial condition and results of operations.

sec.gov/Archives/edgar/data/813672/000081367226000047/cdns-20260331.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 1, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
813672
Accession number
0000813672-26-000047
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • United States
  • China
  • Taiwan

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/a084ac03-3eb6-47ac-9ddc-01b91ae3b9fa returns this record as JSON. POST /v1/companies/enrich returns every signal for cadence.com.

{
  "signal_id": "a084ac03-3eb6-47ac-9ddc-01b91ae3b9fa",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-05-05T08:48:22.481+00:00",
  "company": {
    "name": "Cadence",
    "domain": "cadence.com"
  },
  "data": {
    "detail": "Management explicitly identifies geopolitical risks involving China and Taiwan's central role in the tech supply chain as a material threat to operations. This creates an imperative to de-risk operations through supply chain diversification, enhanced visibility software, and resilience planning.",
    "summary": "Cadence flags major risk from US-China tensions and Taiwan supply chain dependency",
    "excerpts": "For example, the ongoing geopolitical and economic uncertainty between the United States and China, where we conduct business and have derived a substantial percentage of our revenue, the unknown impact of current and future U.S. and Chinese trade regulations, including tariffs and other trade restrictions, and geopolitical risks with respect to Taiwan, which serves as a central hub for the technology industry supply chain, could, directly or indirectly, materially harm our business, financial condition and results of operations.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000047/cdns-20260331.htm",
    "filing_date": "2026-05-01",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "United States",
      "China",
      "Taiwan"
    ]
  }
}

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