As a full time financial writer/investor, I am always on the lookout for compelling risk/reward opportunities, particularly in small-cap tech. While the world of large-cap tech is generally well understood by the investment/analyst community, smaller cap names are usually under-followed and often misunderstood. One such… Read More
Author: Ashraf Eassa
Why CEVA Is My Favorite Semiconductor IP Stock For 2014
Cadence Design Systems’ Shares Are Surprisingly Cheap
In the third and final (for now) part of this series on the EDA design tool vendors, I’d like to take a closer look at Cadence Design Systems. This is probably the most interesting of the three from both an industry perspective as well as an investment perspective for a variety of reasons. With that said I’d like to first provide some … Read More
TSMC Continues To Fire On All Cylinders
Taiwan Semiconductor Manufacturing Corporation is the world’s leading semiconductor foundry by revenue and, by extension, profitability. While I am deeply saddened that current CEO Morris Chang will be retiring (again) shortly, I am hopeful that his successor will be able to continue the legacy of foundry industry leadership… Read More
Mentor Graphics Continues To Perform Well
The EDA tool space has been booming in this new “mobile era” of computing. As the world transitions to system-on-chip design methodologies, and as more teams are developing even more products for an ever-broadening set of end markets, the demand for ever more sophisticated design tools has only continued to skyrocket.… Read More
Synopsys: Getting To Know EDA’s Heavyweight Champion
From chip IP vendor ARM Holdings to semiconductor foundry Taiwan Semiconductor, there have been many winners from the mobile device revolution that was sparked by Apple’s introduction of the iPhone. However, while these big-ticket names get all the fame and glory, the electronic design automation space (“EDA” for short) is … Read More
Huawei’s and SMIC’s Requirement for 5nm Production: Improving Multipatterning Productivity