Lunch time Monday at DAC and I learned about what’s new at the IPL Alliance in 2011.
IPL Sponsors: Magma, Mentor Graphics, Springsoft, Accelicon, Ciranova, Synopsys, TSMC, TowerJazz, Jedat, Tanner EDA
Two major projects:
1) iPDKS
2) Analog Constraints… Read More
The corporate raiders are still throwing rocks at Mentor Graphics. I have followed this reality show VERY closely and find their latest assault seriously counterproductive. Disinformation is common in EDA but I expected more from Carl Icahn and the Raiderettes. They are quite the drama queens. Here is a billion dollar question:… Read More
I will share with you some strategic information released by Cadence last week about their IP strategy, more specifically about the launch of the DDR4 Controller IP. And try to understand Cadence strategy about Interface IP in general (USB, PCIe, SATA, DDRn, HDMI, MIPI…) and how Cadence is positioned in respect with their closest… Read More
Aart de Geus was interviewed at the Goldman Sachs Technology Conference last week. Here is some of what he said. Strong Q1, good Q2 outlook, on-track for 2011 guidance. Strong rebound in Far East, Europe mixed, North America good. 80% revenue for year booked by start of year, 90% revenue for a quarter already booked at start of quarter.… Read More
There has been a lot of talk about the fluid role of IP in semiconductor design. With the Synopsys acquisition of Virage Logic the playing field has tilted substantially in favor of Synopsys… or maybe not!
At first glance this acquisition appears to be a huge threat to EDA and IP companies allowing Synopsys to “throw in” IP as… Read More
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
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
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
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
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 the… Read More
