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In case you hadn’t noticed, I like to write from time to time about EDA product ideas. I assume these are somewhat original, but given the maxim “there’s nothing new under the sun…”, I may well be wrong. In any event, I like to share these ideas if only to demonstrate that innovation in EDA is not stalled because we’ve run out big,… Read More
Headwinds which will likely continue into 2016…
ASML reported revenues of 1.55B Euros with EPS of 0.75 Euros more or less in line with expectations. Orders were the weak spot, falling to 904M Euros versus the previous Q2 orders of 1.523B Euros. The company guided Q4 revenues to be down about 10% to 1.4B Euros below current flattish… Read More
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As the semiconductor consolidation continues and thousands of semiconductor professionals update their LinkedIn profiles, the march to create new silicon opportunities is increasing at a rapid pace. It is 1980s deja vu all over again when the fabless business model reenergized the semiconductor industry and brought affordable… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot