Dan is joined by Dr. Walden Rhines for a far-reaching discussion of the history of TSMC and the foundry business model. The past, present and potential future scenarios are all explored.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker,… Read More
Wally Rhines is one of the most prolific speakers the semiconductor industry has ever experienced. Wally is also one of the most read bloggers on SemiWiki.com, sharing his life’s story which is captured in his first book: From Wild West to Modern Life the Semiconductor Evolution.
On April 2nd at 10am PDT we will host Wally on a live… Read More
Last week was the EDAC Phil Kaufman award dinner. It was much more like a roast, probably because Wally has a great sense of humor and as Aart de Geus said, “Wally is a cool cat to have a beer with…” Aart is right of course, hanging with Wally is one of my favorite work things to do.
The place was lousy with media people so I will try and add some… Read More
The quarterly numbers are out from the EDAC Market Statistics Service (MSS) for Q2. The headline number is that revenue for the industry increased by 8.5% for Q2 to $1906.5M versus $1759.9M in Q2 last year. The four quarter moving average, that smooths out a lot of seasonality by comparing the most recent four quarters to the prior… Read More
A funny thing happened at the Design Automation Conference last June in San Francisco. I was browsing the Kaufman award winner mug shots in the EDAC booth and noticed that Wally Rhines was NOT a winner. You can see them HERE. Immediately in disbelief I said to myself: Self, how can this be? Joe Costello, Aart de Geus, and some other guys… Read More
So it was Mentor’s turn yesterday after Synopsys on Wednesday. And yes, it really is the end of their second quarter. They produced some very good results. As Wally opened:The second quarter of fiscal 2016 was one of record for Q2. We substantially exceed our own expectations was revenue of $281.1 million and non-GAAP earnings… Read More
This was one of the most memorable keynotes I have seen, absolutely. Probably because it supports my belief that the infamous Intel slide that “projected” Intel will continue a linear manufacturing cost per transistor improvement at 14nm and 10nm is pure marketing fluff. Even more interesting, according to Intel, other semiconductor… Read More
I was at EDPS in Monterey the last couple of days. It is one of the most interesting conferences to attend. Go next year since you already missed it this year. It is not big but the quality of the content is high. Historically the dinner in the middle is in the Monterey Yacht Club and there is a keynote speech. A few years ago it was me but this… Read More
One new feature at DAC this year is that several of the keynotes are preceded by a ten minute vision of the future from one of the EDA CEOs. Today it was Wally Rhines’s turn. Wally is CEO of Mentor Graphics. He titled his talk Changing the World Through EDA. Since EDA as we know it started in the late 1970s, the number of transistors… Read More
Seriously, I would vote for Aart, he would make a great California Governor. You will probably not meet a more fiscally responsible CEO. Synopsys is one of the best run companies in Silicon Valley and was recently rated in the top 25 on social media site glassdoor.com. Aart ( SNPS ) has a 92% approval rate, Wally ( MENT ) 80%, Lip-Bu ( … Read More