Mentor Graphics Should Be Acquired or Sold: Carl Icahn COUNTERPOINT

Mentor Graphics Should Be Acquired or Sold: Carl Icahn COUNTERPOINT
by Daniel Nenni on 02-20-2011 at 7:04 pm


Daniel,

On Jan 20th, you criticized that the EDA models are all broken and need to change. Ridiculing Synpsys, Cadence, Mentor and Magma for not agreeing to ‘pay for success’ type of model (some form of royalties).

On Feb 14th, you state thatIcahn doesn’t understand EDA and should stay out. Maybe he is seeing … Read More


Semiconductor Social Networking Survey Results

Semiconductor Social Networking Survey Results
by Daniel Nenni on 02-15-2011 at 9:30 pm

The credit here goes to Atrenta for surveying their customer base in an effort to open up new communication channels for in-demand content using Web 2.0 technologies. The results are not surprising to me but they may be to other semiconductor ecosystem executives who do not get Social Media at all!

I have been using LinkedIn for five+… Read More


Mentor Graphics Should Be Acquired or Sold: Carl Icahn

Mentor Graphics Should Be Acquired or Sold: Carl Icahn
by Daniel Nenni on 02-12-2011 at 5:42 pm

The big EDA news last week of course was the CNBC interview (HERE) with infamous corporate raider Carl Icahn. Carl is not happy with Mentor Executives, nor is Mentor investor Donald Drapkin who said, and I quote, “It’s just a sleepy company run like a country club”. Carl and Donald’s combined MENT investment is 20%+ … Read More


Keynote Address at the 16th Asia and South Pacific Design Automation Conference

Keynote Address at the 16th Asia and South Pacific Design Automation Conference
by Daniel Nenni on 02-06-2011 at 6:23 pm

"Managing increasing complexity through higher-level of abstraction: What the past has taught us about the future" Dr. Ajoy Bose, Atrenta CEO

Here is the abstract:
Time to market and design complexity challenges are well-known; we have all seen the statistics and predictions. A well-defined strategy to address Read More


TSMC Raises The Semiconductor Bar With 450mm!

TSMC Raises The Semiconductor Bar With 450mm!
by Daniel Nenni on 02-03-2011 at 2:34 pm

During the most recent conference call (transcript), TSMC not only beat revised estimates and announced record spending levels for 2011, Morris Chang also officially announced that a 450mm fab (Fab 12 Phase VI) is currently in the planning stages with target production @ 20nm in 2015. This is HUGE!

According to Morris Chang:

“ForRead More


Semiconductor Quidditch @ DesignCon 2011!

Semiconductor Quidditch @ DesignCon 2011!
by Daniel Nenni on 01-26-2011 at 10:09 pm

Process Design Kit (PDK) development is one of the most entertaining things to watch in the semiconductor design world. It is kind of like the Golden Snitch in the game of Quidditch. No matter how rough EDA vendors play the game, no matter what the score is, it’s the vendor that “gets” the Golden PDK Snitch that wins the semiconductor… Read More


TSMC Versus The FabClub!

TSMC Versus The FabClub!
by Daniel Nenni on 01-23-2011 at 11:00 pm


The Common Platform Technology Forum last week was not well attended, less than half than the GlobalFoundries Conference. It was deja vu of previous CP forums but there were a couple of surprises to go with the disappointment. The lunch line was long, but fortunately I was escorted to the press lunch featuring VIP’s from Samsung,… Read More


SemiWiki Top Influencers get Android Tablets!

SemiWiki Top Influencers get Android Tablets!
by Daniel Nenni on 01-18-2011 at 5:00 am

The most impressive devices at CES this year by far were the Android tablets, I absolutely want one. It will not replace my laptop but my laptop will no longer leave the house (my laptop AC adapter weighs more than a tablet!) My iPod will be for walks and the gym, I won’t buy another digital camera, and no e-reader for me.

SemiWiki is a cloud… Read More


Aart de Geus ( Synopsys ) for Governor!

Aart de Geus ( Synopsys ) for Governor!
by Daniel Nenni on 01-17-2011 at 7:22 pm

Seriously, I would vote for Aart, he would make a great California Governor. You will probably not meet a more fiscally responsible CEO. Synopsys is one of the best run companies in Silicon Valley and was recently rated in the top 25 on social media site glassdoor.com. Aart ( SNPS ) has a 92% approval rate, Wally ( MENT ) 80%, Lip-Bu ( … Read More


Atrenta to Participate in SemiWiki.com Cloud Based Social Media Platform

Atrenta to Participate in SemiWiki.com Cloud Based Social Media Platform
by Daniel Nenni on 01-13-2011 at 8:35 am

Atrenta Inc., the leading provider of Early Design Closure® solutions to radically improve design efficiency throughout the IC design flow, announced today that it will participate in a worldwide social media platform aimed at facilitating mass communication for electronic design professionals through Web 2.0 technologies.… Read More