Apparently that is the case. Honestly my choice would have been Mentor but I can easily make an argument for Cadence based on my discussions with the foundries and their top customers but more on that later.
Cadence continues on its quest to be a top semiconductor IP supplier which is a good thing since the semiconductor world now revolves around IP. Cadence CEO Lip-Bu Tan mentioned IP 14 times during his keynote and he was followed by the president of Imagination Technologies and the CEO of recently acquired Tensilica. I was not afforded… Read More
Next year’s DVCon attendees can expect to learn about both practical solutions to their pressing problems that can be applied today and also receive a preview of the technologies that will affect them in the near future. DVCON is March 3-6, 2014 @ the DoubleTree Hotel in San Jose.
KEYNOTE: An Executive View of Trends and Technologies… Read More
In the third and final (for now) part of this series on the EDA design tool vendors, I’d like to take a closer look at Cadence Design Systems. This is probably the most interesting of the three from both an industry perspective as well as an investment perspective for a variety of reasons. With that said I’d like to first provide some … Read More
Dr. Paul McLellan and I will be covering CDNLive this week, one of the premier EDA events of the year. Take a look at the agenda and exhibits, this year it looks like a full on Design Automation Conference! There is definitely something for everyone!
Get ready for two full days of content with more than a hundred tracks and keynotes by… Read More
What’s new at Cadence? Quite a bit actually. I have always been a Cadence fan, I mean really, they gave birth to modern EDA. Unfortunately, Cadence really lost me during the Avant! legal action, the Mike Fister years, and EDA360. Recently, however, Cadence has made some big changes that will definitely get them back on my good side.… Read More
The CEO panel at the 2nd GTC wasn’t especially enlightening. The theme was that going forward will require cooperation for success and everyone was really ready to cooperate.
The most interesting concept was Aart talking about moving from what he called “scale complexity” aka Moore’s law to what he … Read More
Seriously, I would vote for Aart, he would make a great California Governor. You will probably not meet a more fiscally responsible CEO. Synopsys is one of the best run companies in Silicon Valley and was recently rated in the top 25 on social media site glassdoor.com. Aart ( SNPS ) has a 92% approval rate, Wally ( MENT ) 80%, Lip-Bu ( … Read More
For those of you who follow the market and play EDA stocks this will be a shocker! Jim Cramer, former Hedge Fund Manager, co-founder of TheStreet.com, and host of the CNBC’s Mad Money did a piece last week on Cadence. Apparently he did NOT read my piece on EDA being DEAD: