Which IP which will give substantial return in next 3 – 5 years and where a company will invest as well as how it will differentiate itself from others, particularly the big ones, are key discussion topics for any start-up entering into semiconductor IP business.
In the last few decades we have seen a tremendous growth of interface… Read More
Yesterday Mentor announced their quarterly results. Since their financial year is not aligned with the calendar year, this was also the end of their fiscal 2015. The quarter was an all-time record with revenues of $439M and (non-GAAP) EPS of $1.09. The year was also an all-time record with revenues of $1.24B and EPS of $1.77. Half… Read More
It is impossible to keep a secret in this business. Everyone knows that Freescale is being shopped around and there is interest.
From Yahoo Finance:
The parties that Freescale is speaking to could not be learned. The New York Post first reported that Freescale was working with investment banks to explore a sale. Freescale shares… Read More
There is no denying that mobile market is almost matured, the growth in the semiconductor industry has to pick up somewhere else. Although it’s expected that worldwide cellphone subscription will exceed the world population in 2015 (already exceeded in many parts of Europe) and continue for some time (while CAGR in unique subscription… Read More
Semiconductors and automotive are now like peanut butter and jelly. Certainly you can have one without the other but why would you? I remember when a car first talked to me telling me that the door was ajar. It sounded more like, “the door is a jar” but I got the point. Now my car tells me just about everything including what is wrong with… Read More
When I worked for VaST our engineering was in Sydney Australia. To my surprise there was another, entirely independent, group working on virtual platform modeling and tools in another place in Australia, in Adelaide. Is there something in the Fosters? They had originally been part of Motorola Corporate R&D and Software Group,… Read More
Mentor’s results came out last week. They were good. Wally opened the call:Thanks. Once again results for Mentor Graphics in the quarter exceeded our guidance. Revenue of $260.2 million and non-GAAP earnings per share of $0.23, were ahead of our guidance of $250 million and $0.15 earnings per share. Strength in bookings… Read More
My favorite method to learn about EDA tools at DACis by listening to actual IC designers, so on June 3rd I heard Jacob Bakker from NXP talk about his experience with noise coupled analysis for advanced mixed-signal automotive ICs.… Read More
I will have the privilege to give an “IP Outlook” presentation during next Cadence event in Europe, CDN-Live to be held in Munich the 19[SUP]th[/SUP] to 21[SUP]st[/SUP] of May. I had a look at the agenda, and the conference will be pretty busy, especially on Tuesday, as there will be more than fifty presentations, starting at 10:30… Read More
Since I started looking at the ways Texas Instrumentsworks through its strategies, my belief is getting firmed up that this is one company which can always sail through rough waters during downturn and reap rich benefits during upturn. They regularly review their strategies and can predict ahead of time when the water is about … Read More