Dan is joined by Dr. Walden Rhines. Dan and Wally explore Intel’s re-entry to the foundry business. What is different this time and the implications of a worldwide supply chain are just some of the topics discussed in this far-reaching discussion of what lies ahead for the semiconductor industry.
The views, thoughts and … Read More
In case you missed it earlier this year, Mentor Graphics the oldest EDA brand officially changed its name to Siemens EDA and launched a new website under its parent Siemens Digital Industries Software.
Under Siemens Digital Industries Software, Siemens EDA adds IC, advanced IC packaging and PCB systems design, verification/validation… Read More
Dan and Mike are once again joined by Dr. Walden Rhines for an overview of the M&A scene for semiconductors and EDA. Wally discusses the periodic expansion and contraction of these markets along with the factors that cause these trends. Wally concludes with a view of the future.
Wally Rhines is widely recognized as an expert … Read More
The Electronic System Design (ESD) Alliance (a SEMI Technology Community) recently released their regular report on EDA revenue for Q3, 2020 . While the report is a normal occurrence, the numbers in this particular report are anything but normal. I have been reviewing these reports for many years, and I honestly can’t remember… Read More
Dan and Mike are joined by Dr. Walden Rhines for a scenic tour of Moore’s Law. The genesis and evolution of Moore’s Law are discussed, along with the fundamental processes that have driven it. How the technology world continues to grow and innovate in spite of a slowing of Moore’s Law is a central theme of the discussion.… Read More
Nvidia/ARM $40B. AMD/Xilinx $35B. Marvell/Inphi $10B. Despite the disruption of COVID, a wave of high value semiconductor acquisitions is sweeping the industry. Why? Did something happen that stimulated this consolidation? Until 2015, the industry was experiencing continuous “de-consolidation” that started in 1965. … Read More
Here is another installment regarding presentations at the Linley Fall Processor Conference. Every now and again, you see a presentation at an event like this that shakes you up. Sometimes in a good way, sometimes not so much. I attended the Cornami presentation on its new TruStream computational fabric and I was definitely shaken… Read More
Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More
Wally Rhines is President and CEO of Cornami, Inc., a company named for its “tsunami of cores”. The company has developed a “TruStream” programming environment that generates independent executable streams of data and control. They have also designed a chip that provides the computational fabric for multi-core execution of… Read More