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
Tag: aart de geus
TSMC OIP and the Insatiable Computing Trend!
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
First Thoughts from #54DAC!
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
EDA CEO Outlook 2017
A long standing tradition has returned to EDA: The CEO Outlook sponsored by ESDA (formerly EDAC) which alone is worth the price of membership! Not only do you get a free meal, the event included quality networking time with the semiconductor elite. In the past, financial analysts moderated this event holding the CEO’s feet to the… Read More
SNUG 2017 Keynote: Aart de Geus on EDA Fusion!
I spoke with Aart before his SNUG keynote and found him to be very relaxed and upbeat about EDA and our future prospects which reminded me of my first ever (cringe-worthy) blog, “EDA is Dead”. Now, eight years later, we have what Aart calls “EDA Fusion” to thank for the reemergence of EDA as a semiconductor superpower, absolutely.… Read More
Aart de Geus, Technomics and #53DAC
The number one EDA+IP vendor in our industry today is Synopsys, and their eloquent leader is Aart de Geus, so I expect that the Monday interview at #53DAC on June 6th will be well attended and worthwhile to witness in the DAC Pavilion, start time is 11:30AM, so arrive early to get a seat. One of Aart’s coined words is Technomics,… Read More
IoT or Smart Everything?
I just attended a keynote presentation at SNUG from Aart de Geus, CEO of Synopsys. This event is well attended with some 2,500 people that are learning from the 96 presentations on all things Synopsys, semiconductor. IP, and foundry trends. There are big name sponsors like: GLOBALFOUNDRIES, Samsung, socioeconomic, TSMC, Fujitsu,… Read More
Are AI Powered Robot Soldiers Coming?
2016 will be another defining year for semiconductors and it all starts with the Industry Strategy Symposium in Half Moon Bay next week. If you have not attended one of these you should definitely put it on your bucket list. Not only do you get to hang out in a five star cliff side resort, you get to mingle with semiconductor royalty and… Read More
The EDAC Wally Rhines Roast (video)
Last week was the EDAC Phil Kaufman award dinner. It was much more like a roast, probably because Wally has a great sense of humor and as Aart de Geus said, “Wally is a cool cat to have a beer with…” Aart is right of course, hanging with Wally is one of my favorite work things to do.
The place was lousy with media people so I will try and add some… Read More
Synopsys Q3 Results
Synopsys announced their quarterly results this afternoon. It is the end of their Q3 (yes, they are not on the regular calendar year. Neither, for that matter, is Mentor who announce tomorrow). On the earnings call Aart started off:Good afternoon. I’m happy to report that our third quarter results were very strong, as we achieved… Read More