The latest Electronic Design Market Data report was just published. The headline announces continued substantial growth for the sector: Electronic System Design Industry Logs Double-Digit Q2 2021 Year-Over-Year Revenue Growth, ESD Alliance Reports. While not quite the record-breaking growth reported last quarter, the… Read More
The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.
First, let’s look at a bit of semiconductor… Read More
Dan is joined by Wally Rhines to discuss funding approaches for semiconductor startups. Wally has led a fundraising effort for a fabless semiconductor startup for the last year. His experience is useful for others who are trying to raise funding for promising semiconductor startups.
Wally Rhines is widely recognized as an expert
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
