Of course these are rolling forecasts which means they change every month, until they get them right. The missing forecaster here is Mike Cowen, developer of the Cowan LRA Model which forecasts global semiconductor sales. Mike has 2011 at a hilarious 2.3%! Below are the mid year market forecasts which were revised significantly… 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
Looking back at an early issue of a Tanner Research newsletter, “Tanner Tools News”, from the mid-1990s, the theme at that time was growth, just as it is again now for Tanner EDA. At that time we were averaging 66% revenue growth per year, enjoying rapid growth as a small start-up. Fast-forward to current day, where we… Read More
By Joseph Sawicki, Vice President & General Manager, Design to Silicon Division
It is one of the more amazing stories in the continued march of Moore’s Law over the past four nodes. Previously scaling was enabled solely though changes in the physical domain, whether through decreasing the wavelength of light, increasing … Read More
First of all it was not a rant, it was a clearly scripted rebuttal to the competitive pressures Apple is feeling from Android (here). As I blogged before, Apple is the Open Standards Antichrist and is trying to monopolize the trillion dollar mobile internet ecosystem with a CLOSED platform. According to Steve Jobs, “Open systems… Read More
A venture capitalist offered the advice, “Startup investors are attracted by good people making a good product for a growing market.” That wisdom, as much as any served as the foundation for the company Mentor Graphics would become.… Read More
When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More
When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More
If you are a TSMC customer, no doubt you have heard TSMC is requiring lithography and planarity analysis for all 45nm designs. Their website says customers can either run it themselves, or contract TSMC services to do it. The most cost-effective way would be for the customers to run it themselves, but some might not have the resources… Read More
If you are a TSMC customer, no doubt you have heard TSMC is requiring lithography and planarity analysis for all 45nm designs. Their website says customers can either run it themselves, or contract TSMC services to do it. The most cost-effective way would be for the customers to run it themselves, but some might not have the resources… Read More
