Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More
Just two more weeks before the 2019 CEO Outlook Thursday, May 23, at SEMI. If you haven’t registered yet, do so today. We’re expecting a full house as a result of our powerhouse lineup and networking opportunities.
That lineup includes Ed Sperling, editor in chief of Semiconductor Engineering, who will serve as moderator. Panelists… Read More
I had a chat with Bob Smith, Executive Director of ESD Alliance, about the upcoming SEMI conference in China. More than 100,000 people are expected to attend which is beyond my comprehension. SEMICON in San Francisco is maybe 20,000 people which is the largest conference I attend. I’m not sure if the Design Automation Conference… Read More
Last month I attended the 2018 U.S. Executive Forum where Wally Rhines was one of the keynotes. I was also lucky enough to have lunch with Wally afterwards and talk about his presentation in more detail and he sent me his slides which are attached to the end of this blog.
The nice thing about Wally’s presentations is that they are not … Read More
One of my favorite traditions at the Design Automation Conference is the Synopsys foundry events (the videos are now available). I learned a long time ago that the foundries are the foundation of the fabless semiconductor ecosystem and your relationships with the foundries can make or break you, absolutely. I also appreciate … Read More
The 20[SUP]th[/SUP] IP-SoC conference will be held in Grenoble, France, on December 6-7, 2017. IP-SoC is not just a marketing fest, it’s the unique IP centric conference, with presentations reflecting the complete IP ecosystem: IP suppliers, foundries, industry trends and applications, with a focus on automotive. It will … Read More
According to semiconductor trade statistics, 2017 will be the strongest market since 2010 easily recording double digit gains causing the SOX Semiconductor Index to outpace NASDAQ and the other indexes. The question Wall Street people have now is: How much longer will semiconductors be an attractive investment? That question… Read More
This year’s OIP was much more lighthearted than I remember which is understandable. TSMC is executing flawlessly, delivering new process technology every year. Last year’s opening speaker, David Keller, used the phrase “Celebrate the way we collaborate” which served as the theme for the conference. This year David’s… Read More
Being the number one EDA and the number one IP company does have its advantages and the resulting foundry relationships are a clear example. One of the DAC traditions that I truly enjoy is the Synopsys foundry breakfasts. Not only does Synopsys welcome scribes, they reserve a table up front for us and Synopsys CEO Aart de Geus has been… Read More
This was my 34[SUP]th[/SUP] DAC, yes 34. It is a shame blogging did not exist back then because I would have liked to have read thoughts from my eager young mind, or maybe not. The first thing that struck me this year is the great content. Before DAC I review the sessions I want to see and this year there were many more than I had time for. … Read More