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Cadence's business model is to purchase technologies from small companies and then acquire them. After that, Cadence sells these technologies to a larger customer base.
First Encounter is from Silicon Perspective which I was a beta user.
Well... not quite the same.... it shows an ability to raise money (largely Chinese in the early days), it shows an ability to invest in teams. Any deals done were driven by the CEOs. His tenure at Cadence seemed to be about stability and operational efficiency. I personally don't remember any transformational deals driven by him. This is not a criticism.. I am just not aware of any... would love to see a top three list.
Cadence's business model is to purchase technologies from small companies and then acquire them. After that, Cadence sells these technologies to a larger customer base.
First Encounter is from Silicon Perspective which I was a beta user.
Indeed... Cadence drove quite a bit more M&A previous to Lib-Bu's time...... the especially transformational deals were most likely during Joe C's time. Cadence was looking at some very large M&A right before Lib-Bu took over, but they died. I would consider the recent Synopsys/Ansys as a transformational deal.
Just because Samsung sold on price does not mean Intel Foundry will have to. Customers want an alternative to TSMC and that is a fact. It does not have to be better, it does not have to be cheaper, it just has to be comparable. Monopolies are bad.
I agree, 18A will be successful for Intel but not for the foundry business. Too many companies have already taped out at TSMC N2, it is like an avalanche and there is no stopping it. Hopefully Lip-Bu can change that for 14A with some pre pay agreements with big customers. Pat's "we will beat TSMC" strategy failed so changes will have to be made. I do like the Field of Dreams reference. That does not work with the foundry business. Just ask Samsung.
Lip-Bu is a deal maker. If I were him I would be hyping up the NOT TSMC market segment. It is real, it is important, it is enough to get Intel Foundry ramped up. Just my opinion of course.
I hope Lip-Bu Tan’s first deal involves some sort of collaboration with TSMC. Intel and TSMC have had a long, cordial working relationship that was established by the founders of both companies many years ago. Unfortunately, Pat Gelsinger did a lot of damage to that relationship. As Intel works to recover its revenue and profits, it cannot afford to lose a partner that can provide substantial support and opportunities.
As for Intel Foundry Services for external customers, that’s still too far off to have a significant impact. Let Lip-Bu Tan focus on saving Intel’s product division first.
I hope Lip-Bu Tan’s first deal involves some sort of collaboration with TSMC. Intel and TSMC have had a long, cordial working relationship that was established by the founders of both companies many years ago. Unfortunately, Pat Gelsinger did a lot of damage to that relationship. As Intel works to recover its revenue and profits, it cannot afford to lose a partner that can provide substantial support and opportunities.
As for Intel Foundry Services for external customers, that’s still too far off to have a significant impact. Let Lip-Bu Tan focus on saving Intel’s product division first.
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