Over the last six years EDA has experienced yet another disruption not unlike the Synopsys acquisition of Avant! in 2001 which positioned Synopsys for the EDA lead they still enjoy today. Or the hiring of famed venture capitalist Lip-Bu Tan in 2009 to be the CEO of struggling EDA pioneer Cadence Design Systems. Under Lip-Bu’s… Read More
Driving into DAC on Sunday afternoon was a chore since Gay Pride week was finishing with the Gay Pride Parade. Streets were closed, traffic was crazy, and people were roller skating naked which seems wrong on so many levels. This year the opening ceremonies were in the convention center hallway which also seemed wrong. Long lines… Read More
It really is an exciting time in semiconductors. The benchmarks on the new Apple A11 SoC and the Nvidia GPU are simply amazing. Even though Moore’s Law is slowing, the resulting chips are improving well above and beyond expectations, absolutely.
As I have mentioned before, non-traditional chip companies such as Apple, Amazon,… Read More
I spoke with Aart before his SNUG keynote and found him to be very relaxed and upbeat about EDA and our future prospects which reminded me of my first ever (cringe-worthy) blog, “EDA is Dead”. Now, eight years later, we have what Aart calls “EDA Fusion” to thank for the reemergence of EDA as a semiconductor superpower, absolutely.… Read More
The perfect quarterly results are to slightly beat the consensus for earnings and profit, and not say anything negative about guidance for the upcoming quarter. Synopsys delivered all that with their latest quarter yesterday. Revenue was $521M versus $483M last year, giving solid growth of over 8%. Non-GAAP earnings per share… Read More
Accelerating Innovation—that has been at the heart of Synopsys’ commitment to its customers for more than 25 years. As a leader in EDA and semiconductor IP, Synopsys’ software, IP and services help engineers address their design, verification, system and manufacturing challenges and accelerate their innovations. Since 1986,… Read More
2013 was an up year for the stock markets as both the DJIA and the tech-heavy NASDAQ showed significant growth, so how did EDA and Semi IP companies do in the past 12 months? A quick stock plot from Yahoo Finance shows us that only two of the seven companies beat the NASDAQ: ARMH, MENT.… 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
From chip IP vendor ARM Holdings to semiconductor foundry Taiwan Semiconductor, there have been many winners from the mobile device revolution that was sparked by Apple’s introduction of the iPhone. However, while these big-ticket names get all the fame and glory, the electronic design automation space (“EDA” for short) is … Read More
We will soon start to see the quarterly financial reporting installments of the “Big 3” public EDA companies. I predict they will be as boring as usual. I am not sure if I would want it any differently though.
Back in the 90s there were times when it was truly interesting to wait to see what Cadence, Mentor, or later Synopsys, might announce.… Read More