Posts Tagged ‘ARM’
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.
Thursday, August 1st, 2013
Bill Martin, President/VP of Engineering at E-System Design, has sent another thoughtful response to a blog regarding IP, in particular my post last week about the astonishing increase in the valuation of ARMH over the last 5 years.
Years ago, Chris Rowen had a clear vision where EDA and IP would start to merge, given the complexities of both. He knew both could have a large impact on the resources and risks associated with creating an SoC. His vision was so compelling, Chris resigned from a great group within Synopsys to form his start-up, Tensilica.
At the time, EDA/IP/Customization were all difficult problems to resolve. By building larger blocks that automatically reconfigured and combined other aspects (examples: SW compiler/debugger for code that could add/delete instructions and a verification suite that reconfigured themselves based customers’ usage), the solution Chris created at Tensilica addressed SIP/Embedded SW/VIP and EDA.
Quite an ambitious undertaking, but over time as his solution was honed and matured, the industry saw the end result – a few months ago the large acquisition of Tensilica by Cadence. In fact, the deal was part of a trend. Look at the various EDA and IP acquisitions since 2008, those exceeding $100 million:
Thursday, June 20th, 2013
Despite their marked contributions to DAC in Austin, the folks in the IP world have not been resting on their laurels, but have continued to generate developments of both a technical and business nature.
** Synopsys and OCZ Technology Group announced OCZ “achieved first-pass silicon success” in its newest NAND flash Vector SSD using Synopsys’ DesignWare DDR2/3-Lite PHY, Embedded Memories, STAR Memory System, and Professional Services.
The companies say the OCZ Vector SSD was designed “to deliver superior sustained performance through its new, high-performance Indilinx Barefoot 3 flash controller supporting the SATA-3 protocol. Synopsys’ design consultants worked closely with OCZ’s engineers throughout the implementation of their chip, delivering expertise and advanced methodologies in IP integration, physical design, and physical verification that enabled OCZ to complete their implementation in less than six months.”
Thursday, May 30th, 2013
** IPextreme announced it will collaborate with its Constellations program members and other key players in the semiconductor IP ecosystem to host the Stars of IP Party on June 4th, an event coinciding with DAC 2013 in Austin, Texas. The company says Stars of IP celebrates “all things semiconductor IP” and seeks to build relationships among IP provider companies and customers, thereby strengthening the ecosystem. Co-hosting with IPextreme are Atrenta, CAST, Certus Semiconductor, Recore Systems, Sonics, Synopsys, and True Circuits.