LRCX- Coulda been worse but wasn't so relief rally- Flattish is better than downLam put in good quarter with flattish guide-…Read More
From Space-Central to Space-Time Balanced - A Perspective for Moore’s Law 2.0 and A Holistic Paradigm for EmergenceA friend of SemiWiki published an article on…Read More
At the EDAC CEO panel, Daniel pointed out that he used EDA360 as a good introduction to non-specialists (e.g. financial sector). I just discovered today that the cover article of PC Today is by John Bruggeman (well, Cadence) about EDA360. Having some idea of just how difficult it is to get that sort of specialist article into a general… Read More
First, lets review the business model transitions EDA has seen. We started with perpetual licensing which is a software license for the life of the product. EDA companies did their best to change product names to get incremental revenue above and beyond the yearly 15% maintenance fee but that is a dead end business model for a confined… Read More
I will share with you the most interesting I have heard during IP-SoC 2010, last December in Grenoble. Today, let’s summarize what I heard about the future of the IP business. The presentation was done by Gartner, in the “Auditorium” (largest room). It first started with the results for 2010, and I took some notes, as you can see the… Read More
Solidohas run an interesting survey on variation-aware design. The data is generic and not specific to Solido’s products although you won’t be surprised to know that they have tools in this area.
What is variation-aware design? Semiconductor manufacturing is a statistical process and there are two ways to handle this in the design… Read More
One of the important but often unrecognized aspects of engineering is re-building the infrastructure underneath key design tools. Sometimes this gives a new desirable capability but often a lot of the effort is simply to modernize the code base so that it is possible to continue development effectively going forward. For example,… Read More
I love SPICE and Fast SPICE circuit simulators, so here’s my feature list for the ultimate SPICE circuit simulator:
[LIST=1]
Is EDA still an appropriate term for what we do? What applications will drive future semiconductor design innovation? Will further consolidation be required for EDA to thrive again? They are all good questions, questions that will hopefully be properly addressed at the EDAC CEO Forecast and Industry Vision event next week but… Read More
Of course these are rolling forecasts which means they change every month, until they get them right. The missing forecaster here is Mike Cowen, developer of the Cowan LRA Model which forecasts global semiconductor sales. Mike has 2011 at a hilarious 2.3%! Below are the mid year market forecasts which were revised significantly… Read More
More consolidation is coming to EDA and so is the Federal Trade Commission. Corporate raider Carl Ichan owns 15% of Mentor Graphics and now owns 1% of Cadence. Ichan buddy multi billionaire George Soros, a long time CDNS investor, just purchased more than 76 million convertible notes of MENT.You do the math…
Unfortunately the FTC… Read More
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