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
MooresLabAI at DAC 2026: Why the Future of Semiconductor Engineering Is Agentic, Not Just GenerativeFor decades, semiconductor innovation has been constrained not…Read More
Caspia Technologies is pioneering a new, agentic chip and system security approach at DAC 2026Caspia’s advanced tools and agents blend seamlessly with…Read More
IP Lifecycle Management in the AI EraLarge design enterprises have multiple concurrent activities around…Read More
See Autonomous Chip Design in Action with ChipAgents at DAC 2026Making the AI wave at DAC 2026 in…Read More
Demonstrating the EasyAI ECO Suite – An AI-Powered Functional ECO Solution at DAC 2026Easy-Logic, a leading provider of high-performance Engineering Change…Read MoreEDA 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


Consolidation and Competition: Who is Winning the $4.5 Billion Interface IP Race?