It is said that it will cost as much as $600M to develop a 5nm chip. At that price, only a few companies can afford to play, and with that amount of cash in, innovation is severely limited.
At the same time, there is a stampede in the artificial intelligence (AI) market where around 60 startups have appeared, many of which have already … Read More
Most of my investments are associated with large changes in the semiconductor industry. These changes create opportunities for new and disruptive technologies. I also look to find solutions that provide a compelling reason to adopt a new technology or approach. When talking about a new approach, it often takes longer to overcome… Read More
An informal “Fireside Chat” like no other featuring Jim Hogan, managing partner of Vista Ventures, LLC., and Paul Cunningham, Cadence’s corporate vice president and general manager of the system verification group, is in the works for Wednesday, April 10.
Hosted by the ESD Alliance, a SEMI Strategic Association Partner, at … Read More
Last week I attended the first Verification 3.0 Innovation Summit held at Levi’s Stadium in Santa Clara along with about 90 other interested engineers and former engineers (meaning marketing and sales people, like me). There was a great vibe and feel to the event as it exuded an energy level that I have not felt at an EDA event in years.… Read More
It is important when talking about a market to first establish the need and potential growth, then determine how the market is being served. This requires examining product features and services offered. … Read More
My usual practice when investing is to look at startup companies and try to understand if the market they are looking to serve has a significant opportunity for a new and disruptive technology. This piece compiles the ideas that I used to form an investment thesis in Portable Stimulus. Once collected, I often share ideas to get feedback.… Read More
25th annual IEEE Electronic Design Process Symposium
Accelerating Design and Manufacturing
September 13 & 14, 2018, SEMI, 673 S. Milpitas Blvd, Milpitas, CA 95035
This year marks a milestone in EDPS’s history as it turns 25. The event will be held at SEMI’s new headquarter facility and will provide a forum for EDA, foundry … Read More
The semiconductor industry has gone through several major transitions driven by different dynamics such as shift in business models (fab-centric to fab-less), product segmentation (system design house, IP developers) and end market applications (PC to cloud; and recently, to both automotive and Internet of Things — IOT’s,… Read More
EDAC hosted an event at DVCon this week where Jim Hogan interviewed Ajoy Bose (CEO of Atrenta prior to its acquisition by Synopsys). The nominal purpose was to talk about turning a venture into a valuable enterprise. This was covered but, in Jim’s way, it was really a more wide-ranging and personal interview. This is an abstract of… Read More
Last month we offered a free PDF version of our book “Fabless: The Transformation of the Semiconductor Industry”, for the greater good. More than thirteen thousand people have downloaded it thus far so we would like to keep the momentum going with another book giveaway. Paul McLellan has graciously offered his book… Read More