I will share with you some strategic information released by Cadence last week about their IP strategy, more specifically about the launch of the DDR4 Controller IP. And try to understand Cadence strategy about Interface IP in general (USB, PCIe, SATA, DDRn, HDMI, MIPI…) and how Cadence is positioned in respect with their closest… Read More
The big EDA news last week of course was the CNBC interview (HERE) with infamous corporate raider Carl Icahn. Carl is not happy with Mentor Executives, nor is Mentor investor Donald Drapkin who said, and I quote, “It’s just a sleepy company run like a country club”. Carl and Donald’s combined MENT investment is 20%+ … Read More
Good news in a way: Merrill Lynch (or Bank of America Merrill Lynch as I suppose we have to get used to calling them) have re-started coverage of EDA with a 20 page report on the industry, much of which is spent on explaining how the industry segments out and who is strong in which segments, stuff that most people reading this site already… Read More
At the EDAC CEO panel, Daniel pointed out that he used EDA360 as a good introduction to non-specialists (e.g. financial sector). I just discovered today that the cover article of PC Today is by John Bruggeman (well, Cadence) about EDA360. Having some idea of just how difficult it is to get that sort of specialist article into a general… Read More
Is EDA still an appropriate term for what we do? What applications will drive future semiconductor design innovation? Will further consolidation be required for EDA to thrive again? They are all good questions, questions that will hopefully be properly addressed at the EDAC CEO Forecast and Industry Vision event next week but… Read More
More consolidation is coming to EDA and so is the Federal Trade Commission. Corporate raider Carl Ichan owns 15% of Mentor Graphics and now owns 1% of Cadence. Ichan buddy multi billionaire George Soros, a long time CDNS investor, just purchased more than 76 million convertible notes of MENT.You do the math…
Unfortunately the FTC… Read More
**This blog was written a year ago. Several people emailed me last week saying Mentor is trying for Magma again so I thought I would run it again to see what we can find out!D.A.N. 11/21/2011
“I believe that within five years only two EDA companies will survive,” said Magma Design Automation Rajeev Madhavan (Silicom Ventures LLC international… Read More
Insanity is doing the same thing over and over again and expecting different results (Albert Einstein). Given that statement, according to John Bruggeman (Cadence CMO and EDA360 Chief Anarchist) the semiconductor industry is INSANE!
This year the EDA Tech Forum and the Global Semiconductor Alliance Expo were not only on the … Read More
Overshadowing the acquisition of Denali by Cadence, Synopsys, the #2 semiconductor IP provider acquires Virage Logic, the #3 IP provider. Virage brings the #1 embedded SRAM, #1 BIST, #1 Logic Libraries, #1 DDR, #1 NVM, the ARC CPU cores and audio/video interface technology, and all the AMS IP from the NXP acquisition.
Under the… Read More
Launched in April 2008, the TSMC OIP initiative is a collaborative strategy aimed at breaking down the barriers of semiconductor design enablement in order to reduce waste and increase the profitability of the industry as a whole.
The TSMC Open Innovation Platform promotes timeliness-driven innovation amongst the semiconductor… Read More
