Dan is joined by Wally Rhines for a discussion of the Q3 2023 Electronic Design Market Data report that was just released. SEMI and the Electronic System Design Alliance collect data from almost all of the EDA companies in the world and compile it by product category and region where the sales occurred. It’s the most reliable data … Read More
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
Dan discusses the recent Q4 2022 ESDA report with Wally Rhines, Executive Sponsor of the SEMI Electronic Design Market Data report. Overall, the report portrays strong growth and positive results. Dan explores some anomalies in the data and possible reasons with Wally.
Dan also discusses some very interesting events at the upcoming… Read More
Dan discusses the recent Q3 2022 ESDA report with Wally Rhines, Executive Sponsor of the SEMI Electronic Design Market Data report. While not tracking the record-breaking growth that has been seen over the past few quarters, growth is generally quite strong across the world. Dan explores the numbers with Wally, including some… Read More
Over its 40+ year history, electronic design automation (EDA) has seen many companies rise, fall, and merge. In the beginning, in the 1980s, the industry was dominated by what came to be known as the big three — Daisy Systems, Mentor Graphics, and Valid Logic (the infamous “DMV”). The Big 3 has morphed over the years, eventually settling… Read More
Dan is joined by Dr. Walden Rhines, former CEO of Mentor Graphics, which is now Siemens EDA, and current CEO of Cornami. Wally is also the Executive Sponsor of the SEMI Electronic Design Market Data Report, which is the topic of this podcast.
Wally reviews the latest report, including the backstory of how the report is generated and… Read More
Dan is joined by CEO of Cormani Wally Rhines. Wally discusses the recent strategic investment in Conrami made by Applied Ventures (the venture capital arm of Applied Materials Inc.). Wally explores what type of business models and manufacturing optimization can be made possible if fully homomorphic encryption (HFE) can… Read More
Daniel Nenni is joined by popular podcast guest Wally Rhines. Dan and Wally explore 2021, some of the expected results and some of the surprises. COVID, supply chains, chip shortages and international trade are just a few of the topics.
Wally and Dan then turn their attention to 2022. What kind of year will it be? What will be the … Read More
Cornami is an interesting company. Their leader is also an interesting person. I’ve interviewed Wally Rhines many times on various topics. All of them have been big hits. Cornami is focused on enabling fully homomorphic encryption (FHE) in a commercially viable and widespread manner. Many say this isn’t possible, but Wally and… Read More
It’s that time again. ESDA has recently released the numbers for Q3, 2021. Industry revenue increased 17.1% year-over-year from $2,953.9 million to $3,458.1 million in Q3 2021. The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 16.1%. Further, the companies tracked… Read More