In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: … Read More
Accelerating Advanced FPGA-Based SoC Prototyping With S2CHaving spent a significant amount of my career…Read More
Verification Futures with Bronco AI Agents for DV DebugVerification has become the dominant bottleneck in modern…Read More
There is more to prototyping than just FPGA: See how S2C accelerates SoC Bring-Up with high productivity toolchain?System-on-Chip designs continue to grow in scale and…Read More
Last Call: Why Your Real‑World Lessons Belong in DAC 2026’s EngineeringBy Frank Schirrmeister, Synopsys Disclaimer: This article is…Read MoreSemiconductor IP Companies Still in Play
A recent EETimes article about memory IP vendors reminded me to follow up on my blogs about IP companies, which I believe are the best investments in semiconductor design today. It is a fluff piece, Mark LaPedus briefly mentions ARM, Synopsys, Virage Logic, and Denali, but his analysis is right on the mark. There is definitely money… Read More
EDA is DEAD
Years ago I bought my ancestral home, the house where my beloved grandparents lived, the place in which I grew up. It was more an emotional investment than a financial one, much more. After completely renovating it with my keyboard hardened hands, reliving much of my childhood, I joined the ranks of the slum lords and rented the house… Read More
Jim Cramer’s CNBC Mad Money on Cadence!
For those of you who follow the market and play EDA stocks this will be a shocker! Jim Cramer, former Hedge Fund Manager, co-founder of TheStreet.com, and host of the CNBC’s Mad Money did a piece last week on Cadence. Apparently he did NOT read my piece on EDA being DEAD:
Cramer’s Wednesday “Tech Spec” pickswas Cadence Design Systems… Read More



AI Bubble?