EDA Update 2019

EDA Update 2019
by Daniel Nenni on 04-26-2019 at 12:00 pm

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


55DAC Trip Report Needham Opening Presentation

55DAC Trip Report Needham Opening Presentation
by Daniel Nenni on 07-04-2018 at 7:00 am

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


Semiconductor and EDA 2017 Update!

Semiconductor and EDA 2017 Update!
by Daniel Nenni on 09-25-2017 at 7:00 am

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


SNUG 2017 Keynote: Aart de Geus on EDA Fusion!

SNUG 2017 Keynote: Aart de Geus on EDA Fusion!
by Daniel Nenni on 03-30-2017 at 7:00 am

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


Synopsys Earnings

Synopsys Earnings
by Paul McLellan on 08-21-2014 at 12:00 pm

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


Synopsys @ #51DAC Must See!

Synopsys @ #51DAC Must See!
by Daniel Nenni on 05-14-2014 at 11:00 am

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


EDA and Semi IP Stocks in 2013: MENT, ARMH, CDN, SNPS, ANSS, CEVA, IMG.L

EDA and Semi IP Stocks in 2013: MENT, ARMH, CDN, SNPS, ANSS, CEVA, IMG.L
by Daniel Payne on 12-20-2013 at 12:39 am

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.

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Cadence Design Systems’ Shares Are Surprisingly Cheap

Cadence Design Systems’ Shares Are Surprisingly Cheap
by Ashraf Eassa on 11-17-2013 at 10:00 pm

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


Synopsys: Getting To Know EDA’s Heavyweight Champion

Synopsys: Getting To Know EDA’s Heavyweight Champion
by Ashraf Eassa on 10-05-2013 at 8:00 pm

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


Yawn… New EDA Leader Results Are Coming

Yawn… New EDA Leader Results Are Coming
by Randy Smith on 01-18-2013 at 4:00 pm

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