Posts Tagged ‘ARM’
Monday, July 28th, 2014
There are three kinds of written word in the world today: books, newspapers/magazines, and all of the rest of it which now lives on the shifting sands of an ever-evolving electronic substrate. Even today, however, even as those ‘effervescent electrons’ garner more and more readers, it’s books-on-paper that continue to hold the most caché, the most gravitas-laden sense of permanence, and the most awe-inspring-for-the-ages kind of wow factor: Really? You wrote a book? Wow!
Hence, when a 220-page book-on-paper called Fabless: The Transformation of the Semiconductor Industry was made available to the EDA community at the 51st annual Design Automation Conference this past month in San Francisco, it was worth noting for several reasons: For the gravitas of the offering; For the permanence of the tome; And for the price, which thanks to eSilicon Corp. was free to all for the taking.
Written by SemiWiki.com gurus Daniel Nenni and Paul McLellan, this Fabulous Fabless book-on-paper was handed out during a buzzy networking event on the spacious East Side of Moscone Center early one evening during the week of DAC in June. At that noisy, ebullient reception, the libations were flowing liberally and so was the printed word.
Anyone milling about in the crowd quickly became the proud owner of Nenni/McLellan’s cheery, well-written history of the world – that special world consisting of everything termed “technology” since 1947 – and could even get signed copies, if they were able to elbow their way across the room to where the authors were perched side-by-side at a table with the express purpose of applying ink-to-paper on the front piece of their book.
Thursday, May 22nd, 2014
It’s just amazing that DAC has become so thoroughly a show about IP that there are two major parties happening in San Francisco in June that have IP in their name: HOT IP Party and Stars of IP Party.
Thursday, May 1st, 2014
Two things happened as a result of falling and breaking my right arm early on the morning of April 19th in Monterey: I instantly became a ‘Lefty’ for the first time in my life, and I missed Warren Savage’s presentation at EDPS later that day.
Warren is CEO and President of IPextreme, and I kid you not when I say that what he doesn’t know about the IP industry isn’t worth knowing. That’s why I wanted to hear Warren’s talk, and why I was very happy to talk to him this week about my Dick Tracy keychain project.
How do I learn to be a knowledgeable customer of the IP industry, I asked Warren, particularly when my hypothetical wearable is something I could really use right now: An SoC-based gadget, built with oodles of IP, to wear on my left wrist that’s got one small button to remotely unlock my car, one that will start my car, one that will open or close the garage door, one that will tell me if I’ve got enough milk in the fridge, one that will turn the heat up and down at home even if I’m not there, and prosaically, one that will show me the time.
Of course, now that I can’t use my right hand to push the buttons on the device strapped to my left wrist, I no longer want buttons. I want the thing to respond to voice commands – “Unlock.” “Ignition.” “Garage.” “Got milk?” “Set temp.” “Time?” – simple instructions that should only produce results when it’s my voice and nobody else’s.
Warren was extremely informative during our phone call. He understood I wasn’t looking for specific help with my design, but how to shop for the IP to go into my design. I started by telling him that my research into IP has so far included conversations with:
CAST – Hal Barbour, Nikos Zervas, and Paul Lindemann
Sonics – Grant Pierce, Raymond Brinks
Adapt IP – Mac McNamara
S3 – Dermot Barry, Darren Hobbs
To further clarify the information gleaned from these people, my questions for Warren were very succinct, as were his answers.
Thursday, April 24th, 2014
This week, Cadence announced its intention to acquire Jasper Design Automation. The news precipitated a tsunami of commentary, some of which is included in this blog: Atrenta’s Piyush Sancheti deems the move to be a good one; Cadence’s Craig Cochran and Michal Siwinski second the motion; and Elmer, whose clairvoyance regarding a Jasper acquisition was criticized by Oz Levia last fall, asks if the Cadence move is more a matter of window dressing. Finally, I offer a brief prediction regarding one possible long-term effect of this M&A.
Thursday, March 20th, 2014
Thanks to a lot of hard work and perseverance on the part of various thought leaders in the IP industry – folks like Mike McNamara, Warren Savage, McKenzie Mortensen, Clark Chen, Devin Persaud, Tiffany Sparks, Yervant Zorian, and Farzad Zarrinfar – at last, IP has become an anchor tenant at DAC.
A situation that’s been far too long in coming, given that these days there are approximately 30 companies in the EDA industry, but upwards of 500 in IP. The fact is, if DAC didn’t make itself available to showcase an industry with 10x more possible exhibitors than EDA, where’s the future of the conference anyway?
I had a chance to speak with ‘Mac’ McNamara on Tuesday of this week about the IP Initiative he’s heading up for DAC 2014. [The others on the list above are on the committee.] Mac’s a legend in the EDA community based on his expertise and leadership roles at Chronologic, SureFire, Verisity and Cadence, where he headed up the company’s C-to-Silicon Compiler and Virtual Systems Platform. Mac left Cadence in 2012, and has served since then as CEO of Adapt IP, an IP startup that boasts both John Sanguinetti and Lucio Lanza on its board.
During our conversation, Mac said that anyone planning on attending the Design Automation Conference this June in San Francisco will want to be there on Monday, June 2nd. That is, anyone who’s interested in the IP industry.
Thursday, February 27th, 2014
It makes it worthwhile to show up for work on days when you get to have a conversation with people like the folks of Sonics, a System IP vendor based in Silicon Valley. Articulate and knowledgeable, they have a nuanced understanding of how the IP business works, its challenges and opportunities.
When I spoke to them last week about my ongoing project to assemble IP for the chip in my Dick Tracy keychain, President & CEO Grant Pierce and VP of Operations Raymond Brinks were both on the call. We started by talking about how IP is priced.
Per Pierce: “The conditions under which various customers buy and use IP can be quite different. We have some customers who are fairly sophisticated. We sell [such customers] licensed IP, offer some initial training, and then off they go. After that, apart from an occasional email, we have little contact with them. There are customers, however, who are opposite in the extreme.
Wednesday, January 15th, 2014
It’s clear that these are heady days in EDA and IP. The numbers have been up and to the right for a number of quarters now and everybody’s feeling good about things, including Mentor Graphics CEO Wally Rhines. He was doing the rounds last week talking up EDAC’s Market Statistics Service report on the industry for Q3_2013; the report was published this week on Tuesday.
On my phone call with Rhines I found him exuberant, so I started with a comment to which Rhines was not allowed to respond; he was speaking for EDAC in that conversation and not for his own organization. “Wow,” I said. “Mentor is really doing stupendously if your stock valuations are any indication, up over 40 percent in the last year.”
Rhines said nothing, but did chuckle, so I continued: “Wow again, then, for the overall EDA and IP industries. Having said that, I’ve noticed – perhaps not for the first time – that Synopsys does not officially submit numbers for these quarterly MSS updates. What’s up with that?”
Thursday, January 9th, 2014
Since the ginormous Consumer Electronics Show in Las Vegas this week is widely touted as the biggest event since the invention of humankind, it’s hard to admit two things: a) I wasn’t there, and yet b) I’ve been asked to compose a blog about it. Somewhat of a challenge, but not an insurmountable one.
To attend to the task at hand, I slogged through the blogosphere to see what people who were there this week had to say about it all, after knocking in and around the largest conference on the planet.
Turns out their take-aways are pretty consistent: Among the 3000+ exhibitors, there were more toys on display than you could play with in a month of Sundays, drones are everywhere and somewhat creepy, TVs are getting bigger, electric cars are getting more so, everything’s wearable, and the only things left that are truly private and un-recordable in the mania of this digital age are your thoughts, and those are probably under assault in an evil lab somewhere. [Note to self: don’t sell them for a penny.]
Another way to approach CES, if you blog about EDA and IP, is to go to the roster of EDAC and see who on that list was exhibiting this week in Las Vegas. The results are rather surprising – only ARM and Cadence.
Thursday, December 19th, 2013
This has been a complex year. Some stories were ferocious: the unspeakable double punch of earthquake and typhoon in the Philippines; the ongoing civil war in Syria; the Snowden/NSA revelations; the military coup in Egypt; the Boston Marathon bombings; the shopping mall attack in Nairobi; the shootings at the Washington Navy Yard; the discovery of kidnapping victims in Cleveland. Some stories were about historic change: a new pope; the death of Nelson Mandela; a choppy roll-out for the Affordable Healthcare Act.
Some stories were about trends: a decrease in unemployment; an increase in the financial markets; a marked uptick in housing values; the majority now carrying smart phones. Some stories were about SIP: Synopsys let loose a slew of IP-related press releases; Cadence acquired Tensilica and did the same; TSMC continued to portray itself as a foundry that just happens to have 3000+ IP cores in its arsenal; ARM remained the 800-pound gorilla.
Some stories were about EDA: Mentor talked non-stop about customers in the transportation sector and out-performed the Nasdaq, Dow, S&P500, CDNS and SNPS. FinFETs were all the rage, players big and small declared their readiness to embrace the technology, and Berkeley Prof. Chenming Hu accepted the Phil Kaufman Award. DAC celebrated 50 years and moved to Austin. EDAC had a party, celebrated EDA’s golden anniversary, and helped prepare a place of honor for design automation in the Computer History Museum. The industry sent a collective shout-out to Gary Smith.
Thursday, October 17th, 2013
A brief sampler of recent announcements on the IP front reveal distinct themes in the marketplace. IP development and integration require a viable ecosystem of suppliers and tool vendors; automotive, audio and mobile apps continue to be important targets for IP developers whose customers seek better safety, longer battery life, and truer sound (particularly for sporting events and concerts of aging rockers); IP interfaces remain crucial; and platform-based design totally depends on further enhancements in IP technologies.
Additionally, acquisitions definitely pan out for the companies smart enough to snap up the good ones: Synopsys/ARC, Cadence/Tensilica, and Imagination/MIPS.