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Chapter 3 – Moore’s Law is Unconstitutional!

Chapter 3 – Moore’s Law is Unconstitutional!
by Wally Rhines on 07-26-2019 at 6:00 am

(Adapted from a presentation first given under this title in 1989 and subsequently expanded in presentations over a period of nearly thirty years)

In 1965, Gordon Moore, then R&D Manager for Fairchild Semiconductor, published a paper in “Electronics” magazine predicting the trend for semiconductors in the next ten years.… Read More


Chapter 2 – Constants of the Semiconductor Industry

Chapter 2 – Constants of the Semiconductor Industry
by Wally Rhines on 07-19-2019 at 6:00 am

In the mid 1980’s, Tommy George, then President of Motorola’s Semiconductor Sector, pointed out to me that the semiconductor revenue per unit area had been a constant throughout the history of the industry including the period when germanium transistors made up a large share of semiconductor revenue.  I began tracking the numbers… Read More


Chapter 1 – Predicting Trends in the Semiconductor Industry

Chapter 1 – Predicting Trends in the Semiconductor Industry
by Wally Rhines on 07-05-2019 at 6:00 am

Figure 1 is the most basic of all the predictable parameters of the semiconductor industry, even more so than Moore’s Law.  It is the learning curve for the transistor.  Since 1954, the revenue per transistor (and presumably the cost per transistor, if we had the data from the manufacturers) has followed a highly predictable learning… Read More


The Implications of the Rise of AI/ML in the Cloud

The Implications of the Rise of AI/ML in the Cloud
by Randy Smith on 06-14-2019 at 10:00 am

Recently, Daniel Nenni blogged on the presentation Wally Rhines gave at #56th DAC. Daniel provided a great summary, but I want to dive into a portion of the presentation in more detail. I love Wally’s presentations, but sometimes you cannot absorb the wealth of information he provides when you initially see it. It’s… Read More


From Wild West to Modern Life the Semiconductor Evolution

From Wild West to Modern Life the Semiconductor Evolution
by Daniel Nenni on 04-15-2019 at 7:00 am

What started as blogs, or vignettes as Wally calls them, posted on SemiWiki is now a free PDF eBook. The journey starts with his school days at Stanford through 20+ years at TI and 24+ years at Mentor Graphics. Wally has traveled millions of miles meeting with every customer imaginable while presenting hundreds of different keynotes… Read More


Basic Techniques for Managing EDA Business

Basic Techniques for Managing EDA Business
by Daniel Nenni on 11-02-2018 at 7:00 am

The “20 Questions with Wally Rhines” series finale

During the period from 1997, I had the privilege to work with Greg Hinckley, a superb “out of the box” thinker and excellent operational manager. We had such a common view of the world that we almost always agreed upon the best approach to problems and opportunities … Read More


Carl Icahn Activist Activities

Carl Icahn Activist Activities
by Daniel Nenni on 10-26-2018 at 7:00 am

The “20 Questions with Wally Rhines” series continues

Carl Icahn is a remarkably charming person. You might expect him to be a mean, aggressive adversary but he actually jokes about his foibles, tells stories about interesting people and gently poses questions. “I thought Jerry Yang just didn’t want to sell his Yahoo… Read More


Honey I Shrunk the EDA TAM

Honey I Shrunk the EDA TAM
by Daniel Nenni on 10-19-2018 at 7:00 am

The “20 Questions with Wally Rhines” series continues

Throughout the history of the EDA industry, pricing models have caused discontinuities in the way the industry operates. For a variety of competitive reasons, individual companies have developed ways to change the pricing model in an attempt to secure competitive… Read More


EDA Cost and Pricing

EDA Cost and Pricing
by Daniel Nenni on 10-12-2018 at 7:00 am

This is the nineteenth in the series of “20 Questions with Wally Rhines”

When I moved from the semiconductor industry to Mentor, I expected most of my technology and business experience to apply similarly in EDA software. To some extent, that was correct. But there was a fundamental difference that required a change… Read More


AVANTI: The Acquisition Game

AVANTI: The Acquisition Game
by Daniel Nenni on 10-05-2018 at 7:00 am

This is the eighteenth in the series of “20 Questions with Wally Rhines”

Gerry Hsu’s departure from Cadence to form Avant! (originally named ArcSys) is chronicled in legal testimony as accusations of theft of software were followed by legal battles, financial awards and even prison terms. Mentor and Synopsys were… Read More