Podcast EP270: A tour of the Q3 2024 Semi Electronic Design Market Data Report with Wally Rhines
Dan is joined by Dr. Walden Rhines. Wally is a lot of things, CEO of Cornami, board member, advisor to many and friend to all. Today he is the Executive Sponsor of the SEMI Electronic Design Market Data report.
Dan explores the recently published report with Wally. Overall growth was 8.8%, a strong number but not as large as prior quarters. However, Wally does report that overall EDA revenue has reached a $20B run rate for the first time, a substantial achievement. Wally and Dan explore the details of the report, including the areas of strong growth and the reasons why. There were two regions that exhibited weaker growth as well. Dan explores the reasons for this with Wally. Some interesting insights about overall market dynamics come out of that discussion.
There are many other insightful discussions, including the strong growth in services and what that can mean for the future of the industry. The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization, committee or any other group or individual
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