Posts Tagged ‘EDAC’
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.
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, 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, 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.
Thursday, November 29th, 2012
In a move to catch up with industry coverage of CEVA’s unsolicited offer to buy MIPS Technologies, I turned to Yahoo Financials to find out what was going on. What I quickly discovered in looking at Yahoo was that the CEVA/MIPS story has gotten ugly.
I’m among many who have been interested in MIPS over the years for several reasons: a) MIPS used to be on the EDAC Board of Directors in the person of then-MIPS President & CEO John Bourgoin, and b) MIPS was founded by Stanford President John Hennessy.
Now, however, per the Press Release posted on November 28th: “Levi & Korsinsky is investigating the Board of Directors of MIPS Technologies, Inc. for possible breaches of fiduciary duty and other violations of state law in connection with the sale of the Company to Imagination Technologies Group PLC and the sale of the Company’s patents to Allied Security Trust (“AST”).
Thursday, August 23rd, 2012
Behind Warren Savage’s calm and courteous demeanor beats the heart of a revolutionary: A guy who not only talks the talk, but walks the walk of growing his beloved IP industry through the most radical of ideas – cooperation.
Warren is the founder and CEO of IPextreme, a Silicon-Valley based company helping other companies commercialize their IP, small nuggets of pure gold that would otherwise enjoy only internal use. With the assist of Warren & Co, that gold is beefed up, intensely documented, and then licensed to users outside the firewall who then have access to robust 3rd-party design blocks, yielding revenue back to the IP developers they would not otherwise enjoy.
So that’s Warren’s business, but what’s really impressive about Warren is the other half of his professional involvement: working through the GSA [Global Semiconductor Alliance] to enhance the well-being of all players in the IP industry, not just his customers. Warren chairs GSA’s Working Group on IP, and leads the Leadership Group subset within that Working Group.
Warren also founded and continues to lead Constellations, a consortium-like group of IP vendors who meet regularly to discuss business issues, develop joint solutions, and host invitation-only events for their customers. The next Constellations event is coming up in early October.
Clearly, Warren Savage is a revolutionary, someone who believes a rising tide raises all boats in the IP industry and acts vigorously on that belief. Warren and I spoke by phone on August 22nd.