The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More
As I mentioned in a previous post, the big drama at last year’s Design Automation Conference was the acquisition of the Electronic Systems Design Alliance (formerly EDAC) by SEMI, the owner of the SEMICON West Conference franchise. The plan is to add an ES Design West wing to the SEMICON West conference in San Francisco next year.… Read More
According with ESDA, EDA revenues have grown YoY by 16.2% in Q2 2018, and this is the good news for our industry. The bad news is the decline of SIP (Design IP) revenues, by (3.1%) at the same time. As far as I am concerned, this figure looks weird, so I will try to understand the reason why SIP category can go wrong in a healthy EDA market,… Read More
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
Apparently this event is now being postponed until sometime later in the year. Stay tuned
We spend a lot of our time with our heads down in the technical details and when we look up at what we think is the big picture, it’s usually just a little bit bigger, often no more than a justification for immediate product directions. So wouldn’t… Read More
Last June, the ESD Alliance (ESDA) has released Q1 2016 results for EDA (CAE, PCB & MCM and IC Physical), Silicon IP (SIP) and Services. Not a surprise for Semiwiki readers since 2013, the SIP category is recognized as the largest with $689 million revenues for the quarter, and four-quarters moving average increasing by 11.6… Read More
This week I attended the UpWest Labs event in San Francisco. UpWest Labs provides seed funding and incubation for a wide range of domains including Enterprise Software, Internet of Things, Infrastructure Technologies, Artificial Intelligence, Consumer Applications, Drones, Cyber Security, Augmented Reality / Virtual … Read More
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