Arthur Hanson
Well-known member
Just like TSM and others have followed a foundry model, will EDA do the same. Rather than develop designs using EDA, what would happen if EDA firms followed a foundry model and have customers just spec out requirements on a platform and let the EDA firm itself design the semi? Just like TSM changed the semi landscape with using the foundry model to build semis, EDA firms could further automate their platforms to go from just aiding in chip design to actually designing chips to customer specifications. This model could offer the same scale of efficiencies as the foundry model in producing chips, by greatly leveraging the use of IP over a much broader base, just like the foundry? With AI/ML and platforms becoming ever more sophisticated this would become far more efficient model as far as talent, time and financial resources. TSM without any doubt has proved the immense power of the foundry model in the tech world and there is no reason this model should not be extended to EDA, the benefits are to great. The merger of the very, very well proven foundry and platform models that AI/ML will be critical in their making is all about increasing resource utilization that has the power to change the semi world, but everything else. The combination of these two forces could change the world as we know it, from education, training, finance and application. Much of these processes has already been proven and it isn't if it will happen, but when and it what form. TSM is able to serve multiple customers with out conflict, so there is no reason the foundry model could not be extended to complete design. Also just as TSM has vastly increased the efficiency and speed of the industry, the same could be done with extending EDA beyond its current boundaries. TSM has already proved the massive power of the platform/foundry model, it is now time to apply it to literally everything else, for combining the foundry model with AI/ML and advanced memories will change almost everything in the world as we know it, it isn't a matter of if, but when. Since I last wrote on this subject AI/ML and memory all have advanced dramatically even further enabling these trends and opportunities. This is all part of the " The Great Acceleration" that I have written about in the past. Comments, thoughts and additions solicited and welcome.
additional note, this would radically change education, training, business/finance and the very structures our societies have been built on for years at a speed most of the world would have radically change to adapt to. Uses would have to found for the massive amount of resources this would free up. This process could change radically almost every human endeavor we are engaged in. Morris Chang is one of the great geniuses of our time.
additional note, this would radically change education, training, business/finance and the very structures our societies have been built on for years at a speed most of the world would have radically change to adapt to. Uses would have to found for the massive amount of resources this would free up. This process could change radically almost every human endeavor we are engaged in. Morris Chang is one of the great geniuses of our time.
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