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
Intel’s 14A Is Winning the Race Against DefectsIntel’s next-generation 14A manufacturing process is showing unusually…Read More
GenAlpha Brings a Practical Approach for Analog AI to DAC 2026Agentic AI was everywhere at DAC 2026. Various…Read More
Exploiting agentic automation cost-effectively. Innovation in VerificationFrontier models (Claude, etc.) are very powerful but…Read More
Will Agentic AI Help the Open-Source EDA Market?Agentic artificial intelligence is likely to give the…Read More
TSMC’s Overseas Fabs Are Paying OffTSMC’s overseas fabrication strategy is beginning to deliver…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


Intel’s 14A Is Winning the Race Against Defects