The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More
Tag: wally rhines
The Official SemiWiki Virtual DAC 2020 Must See List!
This is going to be a record setting year for DAC content and attendance, absolutely!
My first DAC was in 1984 in Albuquerque New Mexico, right out of College, and I married my beautiful wife two months later. Thirty six DAC’s later I have four grown children, grandchildren, and the number one semiconductor design portal in the world.… Read More
Wally Rhines: Mentoring Generations of Semiconductor and EDA Professionals
I had the good fortune to catch a live webinar recently that was quite compelling – Conversation with Dr. Walden Rhines: Predicting Semiconductor Business Trends After Moore’s Law! Dr. Rhines, known to most as Wally, doesn’t need much of an introduction. Any semiconductor or EDA professional knows who he is and what he’s accomplished.… Read More
Chapter Twelve – The Future
Content of this book has focused upon predictability of trends in the semiconductor industry based upon past trends, experience and ratios. What about newly emerging applications of semiconductors? After all, the entire history of the semiconductor industry is driven by emergence of new applications.
Artificial Intelligence… Read More
Chapter Eleven – International Semiconductor Competition
Semiconductor industry evolution was largely a U.S. phenomenon. While there were important contributions made by persons all over the world, the basic technology grew from the invention of the transistor at Bell Labs which was licensed broadly in the U.S. That created a level playing field for all who wanted to become producers. … Read More
Chapter Ten – Design Automation for Systems
Electronic design automation has evolved to an extent that the complex chips with tens of billions of transistors frequently produce first pass functional prototypes from the manufacturer. What makes this so incredible is that such a small portion of the possible states of electronic operation are actually tested in the simulation… Read More
Actel TI and TSMC Foundry Woes
TSMC was founded in 1987 by Morris Chang. At about the same time, I was wrestling with the question of whether or not to join Actel. Morris had been a top executive at Texas Instruments during the period when TI took ownership of the TTL market. (See my week #8. Texas Instruments and the TTL Wars) I have to admit that when I first … Read More
Chapter Nine – Specialization Inhibits System Level Optimization
Solving critical customer problems sometimes isn’t enough. One of my most interesting experiences came during the development and rollout of a product that was designed to optimize integration of hardware and embedded software. In this case, the product performed exactly as planned but the plan ignored the organizational… Read More
Chapter 8 – Value Through Differentiation in Semiconductor Businesses
Gross Profit Margin Percent Provides a Measure of Product Value
The difference between what customers will pay for a physical product and what it costs to make or acquire it is a good measure of differentiation. This difference divided by the revenue is the gross profit margin percent or GPM%. Once a product has an established market… Read More
Chapter 7 – Competitive Dynamics in the Electronic Design Automation Industry
Electronic design automation, or EDA, became the term used for computer software and hardware developed to aid in the design and verification of electronics, from integrated circuits to printed circuit boards to the integrated electronics of large systems like planes, trains and cars. As the EDA industry evolved, certain … Read More
