Mentor Graphics Should Be Acquired or Sold: Carl Icahn

Mentor Graphics Should Be Acquired or Sold: Carl Icahn
by Daniel Nenni on 02-12-2011 at 5:42 pm

The big EDA news last week of course was the CNBC interview (HERE) with infamous corporate raider Carl Icahn. Carl is not happy with Mentor Executives, nor is Mentor investor Donald Drapkin who said, and I quote, “It’s just a sleepy company run like a country club”. Carl and Donald’s combined MENT investment is 20%+ … Read More


EDA and Wall Street

EDA and Wall Street
by Paul McLellan on 02-11-2011 at 1:25 pm

Good news in a way: Merrill Lynch (or Bank of America Merrill Lynch as I suppose we have to get used to calling them) have re-started coverage of EDA with a 20 page report on the industry, much of which is spent on explaining how the industry segments out and who is strong in which segments, stuff that most people reading this site already… Read More


EDA / IP Business Model Debate

EDA / IP Business Model Debate
by Daniel Nenni on 01-09-2011 at 11:39 am

First, lets review the business model transitions EDA has seen. We started with perpetual licensing which is a software license for the life of the product. EDA companies did their best to change product names to get incremental revenue above and beyond the yearly 15% maintenance fee but that is a dead end business model for a confined… Read More


The Future of Semiconductor Design!

The Future of Semiconductor Design!
by Daniel Nenni on 12-26-2010 at 10:15 pm

Is EDA still an appropriate term for what we do? What applications will drive future semiconductor design innovation? Will further consolidation be required for EDA to thrive again? They are all good questions, questions that will hopefully be properly addressed at the EDAC CEO Forecast and Industry Vision event next week but… Read More


Synopsys Acquires Virage Logic!

Synopsys Acquires Virage Logic!
by Daniel Nenni on 06-10-2010 at 6:16 pm

Overshadowing the acquisition of Denali by Cadence, Synopsys, the #2 semiconductor IP provider acquires Virage Logic, the #3 IP provider. Virage brings the #1 embedded SRAM, #1 BIST, #1 Logic Libraries, #1 DDR, #1 NVM, the ARC CPU cores and audio/video interface technology, and all the AMS IP from the NXP acquisition.

Under theRead More


Google versus Synopsys (EDA)

Google versus Synopsys (EDA)
by Daniel Nenni on 12-07-2009 at 11:04 pm

This Blog is a follow-up to my ever popular declaration that EDA is DEAD. I know comparing Google to Synopsys is apples and oranges, or more appropriately comparing apples and prunes, but the business model contrast is relevant. Googled: The End of the World As We Know It is absolutely the best book on Google to date. I also read PlanetRead More