Podcast EP327: Third Quarter 2025 Electronic Design Market Data Report Overview and More with Dr. Walden Rhines
Daniel is joined by Wally Rhines, CEO of Silvaco, about the Electronic Design Market Data report that was just released. Wally is the industry coordinator for the EDA data collection program called EDMD. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic design automation companies in the world and compile it by product category and region of the world where the sales occurred. It’s the most reliable data for the EDA industry and provides insight into what design tools and IP are in highest demand around the world.
Dan explores the results of the current report in detail with Wally, who explains that the current report documents another good quarter for EDA with an 8.8% overall growth compared to last year. Total revenue was $5.6B for the quarter, with EDA now solidly delivering over $20B in annual run rate. Dan and Wally explore the details of the report and discuss worldwide trends in EDA, IP and services across various regions. Some of the insights are surprising. Worldwide EDA employment is also discussed, which grew 17.3% compared to last year representing approximately 73,000 employees.
Dan also discusses Wally’s recent decision to join Silvaco as CEO. Wally offers some excellent insights into what drove that decision and what the future looks like.
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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