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I see AI/ML taking over not only chip design, but the design of almost everything. At the very least I see AI/ML taking over many tasks at an ever-accelerating rate as it feeds on itself at an ever-accelerating rate. AI/ML is definitely going to speed up the game/business in everything and those that learn to manage this trend will win and those that don't will be imperiled in more ways than they can imagine. AI/ML/Automation will become a field unto itself touching everything we come in contact with from dating sites, investment models, medical and diagnostics/design of everything. This trend is already picking up speed at a rate most are not prepared for. From education, training to actual work we will not recognize the world many of us live in just the next five years. By then the world will be in a totally different place that most don't recognize and changes many can't cope with or plan for. AI/ML integration will become the next greatest expanding human endeavor pushing progress at a rate once considered unimaginable. I'm already starting to see this in the financial markets. Any thoughts or comments appreciated.
I see AI/ML taking over not only chip design, but the design of almost everything. At the very least I see AI/ML taking over many tasks at an ever-accelerating rate as it feeds on itself at an ever-accelerating rate. AI/ML is definitely going to speed up the game/business in everything and those that learn to manage this trend will win and those that don't will be imperiled in more ways than they can imagine. AI/ML/Automation will become a field unto itself touching everything we come in contact with from dating sites, investment models, medical and diagnostics/design of everything. This trend is already picking up speed at a rate most are not prepared for. From education, training to actual work we will not recognize the world many of us live in just the next five years. By then the world will be in a totally different place that most don't recognize and changes many can't cope with or plan for. AI/ML integration will become the next greatest expanding human endeavor pushing progress at a rate once considered unimaginable. I'm already starting to see this in the financial markets. Any thoughts or comments appreciated.
Semiconductor design has already started. By 2030 all EDA tools will be AI infused meaning you will need fewer people to do a design. The easier we make it the more design-starts there will be so EDA companies will be fine. I do think, however, the double digit EDA revenue growth days are past. I predict that EDA consolidation will continue to fuel the big EDA company growth. Exciting times in the ecosystem, absolutely.
Semiconductor design has already started. By 2030 all EDA tools will be AI infused meaning you will need fewer people to do a design. The easier we make it the more design-starts there will be so EDA companies will be fine. I do think, however, the double digit EDA revenue growth days are past. I predict that EDA consolidation will continue to fuel the big EDA company growth. Exciting times in the ecosystem, absolutely.
Both Synopsys and Cadence are making AI pitch, but monetizing from those features/capabilities will need innovative business model. Otherwise, I agree, the double digital growth will not be sustainable
Both Synopsys and Cadence are making AI pitch, but monetizing from those features/capabilities will need innovative business model. Otherwise, I agree, the double digital growth will not be sustainable
From what I see, in regards to internal development, Synopsys is in the AI tool lead followed by Cadence and Siemens EDA. Cadence and Siemens will most certainly catch-up via acquisitions. Cadence acquiring ChipStack for example and Siemens acquired Solido who I worked for. Solido now has a huge AI team in Saskatoon.
I have seen the ESDA numbers and they are single digit coming into 2026. I think that will continue due to AI, absolutely.
