John Lee: Market Trends, Raising the Bar on Signoff

John Lee: Market Trends, Raising the Bar on Signoff
by Bernard Murphy on 06-07-2018 at 7:00 am

I talked to John Lee (GM of the ANSYS Semiconductor BU) recently about his views on market trends and the ANSYS big-picture theme for DAC 2018. He set the stage by saying he really liked Wally’s view on trends (see my blog on Wally’s keynote at U2U). John said these confirm what he is seeing – a trend to specialization, some around… Read More


Semiconductor, EDA Industries Maturing? Wally Disagrees

Semiconductor, EDA Industries Maturing? Wally Disagrees
by Bernard Murphy on 05-22-2018 at 7:00 am

Wally Rhines (President and CEO of Mentor, A Siemens Business) has been pushing a contrarian view versus the conventional wisdom that the semiconductor business, and by extension EDA, is slowing down. He pitched this at DVCon and more recently at U2U where I got to hear the pitch and talk to him afterwards.


What causes maturing is… Read More