Podcast EP189: A Look at the Q2 Electronic Design Market Data Report Results with Wally Rhines

Podcast EP189: A Look at the Q2 Electronic Design Market Data Report Results with Wally Rhines
by Daniel Nenni on 10-23-2023 at 8:00 am

Dan is joined by Dr. Walden Rhines. Wally is a lot of things, CEO of Cornami, board member, advisor to many and friend to all. For this discussion he is the Executive Sponsor of the SEMI Electronic Design Market Data report.

Dan explores the Q2 results summarized in the report with Wally. Overall growth was around 5%, a much lower number… Read More


Podcast EP39: The History of TSMC with Dr. Walden Rhines

Podcast EP39: The History of TSMC with Dr. Walden Rhines
by Daniel Nenni on 09-24-2021 at 10:00 am

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.

https://en.wikipedia.org/wiki/Wally_Rhines

The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker,… Read More


A Conversation with Wally Rhines: Predicting Semiconductor Business Trends After Moore’s Law

A Conversation with Wally Rhines: Predicting Semiconductor Business Trends After Moore’s Law
by Daniel Nenni on 03-22-2020 at 10:00 am

Cover Predicting Trends

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


The EDAC Wally Rhines Roast (video)

The EDAC Wally Rhines Roast (video)
by Daniel Nenni on 11-17-2015 at 7:00 am

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


EDA By the Numbers, Phil Kaufman, Emerging Companies and More

EDA By the Numbers, Phil Kaufman, Emerging Companies and More
by Paul McLellan on 10-01-2015 at 7:00 am

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


Congratulations Dr. Walden C. Rhines!

Congratulations Dr. Walden C. Rhines!
by Daniel Nenni on 09-08-2015 at 1:00 pm

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


Mentor 2Q Results

Mentor 2Q Results
by Paul McLellan on 08-21-2015 at 7:00 am

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 earningsRead More


Another Intel Slide Debunked!

Another Intel Slide Debunked!
by Daniel Nenni on 04-20-2014 at 4:00 am

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


EUV Slips a Year Per Year…Or More

EUV Slips a Year Per Year…Or More
by Paul McLellan on 04-19-2014 at 1:54 am

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


DAC: Wally’s Vision

DAC: Wally’s Vision
by Paul McLellan on 06-06-2013 at 3:07 pm

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