When I first met Adnan Hamid, Breker’s CEO, his philosophical understanding of verification and its implications for electronics was as crystal clear then as it is now. He sees it as the enabler for greater innovation in chips and beyond, and takes it as his life’s mission. His passion was inspiring to me and I did not hesitate for a second when we decided to jointly start Breker. Throughout our journey, I have watched the market converge with what we are building at Breker, and have come to better appreciate my partner, the visionary man. (more…)
Posts Tagged ‘Altera’
We try to cover a variety of topics here in The Breker Trekker blog, focusing on technical information but mixing in some general industry analysis as well. Two of our most popular posts of all time have involved the annual semiconductor supplier rankings from IHS, Inc. and the large amount of semiconductor industry merger and acquisition (M&A) activity over the last few years. IHS released their 2015 results yesterday, so it’s time for an update on both of these topics.
Let’s start by catching up on the M&A front. When we last covered this topic in January, the acquisition of Freescale by NXP and the acquisition of Altera by Intel had both just completed late last year. These closed in time to be reflected in the 2015 supplier rankings. There were several other deals from 2015 that were still pending and, while some of them have now closed, their effects will not be seen until the 2016 results are in.
Earlier this year, we published an analysis of the semiconductor landscape that became one of the most-read posts in the history of The Breker Trekker. That’s not too surprising, since business topics tend to have wider appeal than detailed discussions about verification techniques. That post focused on the top 20 semiconductor companies and the many changes in that list over the last 15 years. We mentioned a number of noteworthy mergers, acquisitions, and spin-outs that contributed significantly to the dynamic nature of the market.
The first three quarters of this year have seen a huge uptick in merger and acquisition (M&A) activity among semiconductor companies. Although many of these deals have involved second-tier players, at least a few are significant enough to result in changes to the next Top 20 listing. Since we follow the chip industry closely, we thought we’d summarize some of the recent announcements and speculate a bit on what it all means.
Last week we looked forward to the 52nd edition of the annual Design Automation Conference (DAC), held this week at Moscone Center in San Francisco. Today we look back at the past three days and all of the activity at the show. It was a very busy time for Breker as usual, but there were some special aspects this year that we’d like to mention. We also want to thank the many customers, prospects, colleagues, and even competitors who joined us at various times for provocative discussions and plenty of social networking. As always, we invite you to add your comments on DAC and what you thought about the show.
Overall, the exhibition floor seemed lively for most of the time. We frequently had multiple visitors in our booth, asking questions and watching demos. We focused on two aspects of our Trek product line: immediate availability of portable stimulus and pushbutton verification of cache coherency. We saw lots of interest in both topics and it’s hard to say which drew more attention. Our suite was booked for most of the time, with customers receiving updates from Breker and prospects discussing their verification challenges and how we might be able to help them.