Posts Tagged ‘Cadence’
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, September 26th, 2013
EDAC hosted an evening seminar last week that could have taught you everything your company needs to know to meet your Export Compliance requirements – an unbelievably labyrinthine set of rules, created and nurtured by various agencies of the U.S. Government, that are designed in part to prevent sensitive technical IP from falling into the hands of less-than-totally-friendly nation states.
If you weren’t there on September 18th, you were not alone. A surprisingly small number of people showed up for the seminar, although the speaker, Cadence Group Director for Export Compliance and Government Relations Larry Disenhof, is clearly a walking encyclopedia on this stuff, and although EDAC did a great job publicizing the event.
If you didn’t attend EDA & Export Compliance, it was probably for one of two reasons: Your team already knows everything they need to know in order to meet their export obligations, or your team is oblivious to the fact that these requirements are not optional; they’re obligatory and failure to comply can precipitate fines of $250,000 and up, loss of export privileges, cancellation of pending M&A’s, and even jail time.
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, April 11th, 2013
Years ago, an editor/mentor advised me never to cover legal battles between companies in this industry. He’d always say, “There’s no good to be had from covering this stuff. The story’s always so much more complicated than anybody every fesses up to, so just don’t go there.”
So, how about this? Shall we accentuate the positive and decentuate the negative? You think that’s stupid, naive, not gritty enough? Well, y’all know where to go if you want to accentuate the negative and decentuate the positive. Y’all know where to go if you want the rumors and innuendo.
If, however, you’d rather start off your week with something a bit more upbeat, stick around.
Tuesday, March 12th, 2013
As the trading day in New York draws to a close, it would appear that some analysts are correct; the market’s not too pleased about yesterday’s announcement that Cadence is acquiring Tensilica. Shares of CDNS are trading down well over 3% today. But you know, the market’s stupid. They understand zip zero nada about EDA or IP, and really why should they?
After all, EDA and IP providers make the black magic that they do look so easy. And, they’re constantly telling people that what they do isn’t rocket science. But it is! The EDA vendors make the tools that IP vendors use to create their products, and designers use to integrate said IP into the larger designs. It’s called an eco-system and it is rocket science.
It’s also on the level of brain surgery, quantum physics, and a bunch of other esoteric science and engineering disciplines that require a lot of education and and a lot of OJT, and even then is really hard to do. How many traders on Wall Street, or the analysts who track it all, really understand what EDA and/or IP are all about? Exactly!
Thursday, February 28th, 2013
If you’re free on the evening of Thursday, March 14th, you should plan on attending EDAC’s annual CEO Forecast Panel. It promises to be full of executive content, albeit perhaps a bit light on forecast content, but oh well. That’s the nature of life in the Publicly Traded Fast Lane these days.
Along with the CEOs of Mentor Graphics, Cadence, Synopsys, and Nimbic, the president of ARM will also be on stage, Simon Segars. Segars is no stranger to public speaking. You can hear his recent ARM TechCon 2012 keynote here. But it’s not what Segars will say on stage at the DoubleTree Hotel in San Jose on March 14th that matters. It’s his body language, and you’ll only be able to read that if you’re in the room.