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Posts Tagged ‘Simon Segars’

Kapow Wham Boom: Holy Acquisition, Sir Robin!

Monday, July 18th, 2016


Yep, it’s happened
. More astonishing than Brexit. Faster than a skyrocketing market cap. Stronger than any ties to Merry Old England, Apple, or ESDA. Able to leap over continents in a single bound.

Holy All-Cash-Deal, Sir Robin, ARM’s been bought by SoftBank!

For a mere 24.3 billion pounds.

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EDAC’s Quarterly Report: Going forward, make Segars sell it

Thursday, March 24th, 2016

 


Luckily, there wasn’t time this week to speak by phone
with Mentor Graphics CEO Wally Rhines. After all, who wants to hear bad news in person: EDA has turned south.

Here’s the quote from Rhines included in EDAC’s press release discussing their Market Statistics Service report for Q4_2015:

“After 23 consecutive quarters of growth, the EDA Industry revenues declined slightly in the fourth quarter, compared to a particularly strong Q4 2014. However, industry revenue increased 5 percent for calendar 2015 compared to 2014, and the semiconductor IP and services categories increased in Q4. Geographically, the Asia Pacific region continues to grow, while other regions saw modest declines this quarter.”

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Austin to ARM: Aristocracy to Meritocracy

Wednesday, September 9th, 2015

 


ARM must be doing something right
when among the eight corporate sponsors for their upcoming Silicon Valley users conference in November, the top three companies in EDA are listed as Diamond or Platinum.

Cadence is Diamond, undoubtedly, because company President & CEO Lip-Bu Tan is co-chair of EDAC, and ARM CEO Simon Segars is on the EDAC Board. But why would Mentor and Synposys spend good money being Platinum sponsors of ARM’s show when they could put that particular chunk of disposable income into their own user conferences, or even DAC? Particularly since Mentor and Synopsys sell IP, as does Cadence, so in some ways the three EDA companies may actually be competing with ARM.

There are three possible answers: A) Mentor, Synopsys, and Cadence serve as channels for ARM products. B) Mentor, Synopsys, and Cadence want to see, and be seen by, ARM’s enormous worldwide customer base. C) ARM has the winning hand in today’s semiconductor supply chain, so either the Big Three in EDA pony up to help sponsor ARM TechCon, or the UK-based IP behemoth won’t cooperate in the EDA world; they won’t offer pointers or tool-development advice for the third-party design software that EDA vendors sell and ARM customers [might] buy.

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Sonics’ Randy Smith: Why Integrity makes IP tick

Thursday, November 20th, 2014

 

Randy Smith bring a lot of humanity to his role as Vice President of Marketing at Sonics, and a lot of frequent flier miles. The day after we spoke by phone last week, he was set to fly to Japan for a week on business. When I asked if Japan was a new destination for him, he laughed.

“I’ve been to Japan over 150 times,” he said, “and because of that, I have lifelong business relationships there, having worked closely with customers, EDA vendors, design services and IP providers. That’s why my business card used to say ‘Randysan Marketing’. I always look forward to going to Japan, because it gives me the opportunity to touch bases with customers there and to [reconnect] with colleagues.”

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M&A: CDNS + Tensilica = win/win

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!

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EDAC CEO Panel: Does ARM control the conversation?

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.

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