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 The Breker Trekker

Posts Tagged ‘M&A’

Guest Post: More on EDA Startups, Behemoths, Corner Stores, and Zombies

Wednesday, July 27th, 2016

Three weeks ago on The Breker Trekker, we published a post on “The Return of EDA Startups, Behemoths, Corner Stores, and Zombies” and saw a nice uptick in viewing. Zombies are always popular with our audience. Our post prompted some interesting observations from today’s guest blogger, Excellicon’s Sales and Operations VP Rick Eram. He has some thoughts on this way of dividing the EDA industry and suggestions on how customers should treat the different players:

The concept of corner stores is interesting since they pave the way for development and deployment of newer analysis and implementation technologies addressing today’s design challenges that are either not addressed by majors, involve much manual work despite available products, or are addressed by products that create a huge amount of data without means for interpretation. The startups develop new technologies and, while deploying their technology on their way to becoming corner stores, they master ways to deploy such new technologies. What differentiates corner stores from zombies is the deployment of the technology. These companies are the engines of innovation in today’s EDA industry and help the behemoths to cover the gaps in their traditional technologies after the newer technology catches on and adds value for customers.

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The Return of EDA Startups, Behemoths, Corner Stores, and Zombies

Tuesday, July 5th, 2016

If the title of  today’s post sounds familiar, that’s not surprising. The most popular post in the history of The Breker Trekker blog, by a significant margin, was “An EDA Industry of Startups, Behemoths, Corner Stores, and Zombies?” published almost three years ago. I thought that it would be fun to revisit this topic in light of the changes in the EDA industry over the past three years. Have these changes fundamentally altered our world? Please read on to see.

I’ll begin, as I did in the original post, by noting that the EDA industry used to be divided into only three categories: major leaguers, minor leaguers, and startups. Nearly all EDA startups disappeared after three or four years, with three possible endgames: acquisition, initial public offering (IPO), or bankruptcy. The major leaguers, at one time or another, included Daisy, Mentor, Valid, Cadence, Synopsys, and Avant.

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What Does Semi Merger Mania Mean for EDA?

Wednesday, January 27th, 2016

Some of the highest readership here at The Breker Trekker happens when we post articles about the state of the semiconductor industry or EDA industry. It’s been a while since we looked inward at our own industry, but we have had a series of very popular posts about the ongoing changes in the semiconductor market, including the “merger mania” of the last few years. Although not all closed, in 2015 alone there were several dozen offers totaling well over US$150B.

Since semiconductor vendors are the main customers for EDA, with their customers the remainder of our market, we track both industries very closely. In last week’s post, we looked what the ongoing merger and acquisition (M&A) activity means for Silicon Valley. Our friend Graham Bell at Real Intent added a comment wondering about the impact of this M&A on the EDA industry. Today’s post contains some of our thoughts on this matter.

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Silicon Valley Still a Center of Semiconductor Innovation

Wednesday, January 20th, 2016

As someone who has lived in the heart of Silicon Valley for more than 30 years, I’m used to the regular cries that we’re losing our innovative edge. Every few years something happens to cast some doubt on our future: a stock market crash, a major company moving elsewhere, or a lot of press about some new Silicon Forest/Glen/Mountain/Prairie/Island/Whatever trying to beat us at our own game.

Sure, we face plenty of challenges. A recent article on SemiWiki painted a rather cautionary view of today’s Silicon Valley. But there’s good news too. Silicon “Valley” has grown to include San Francisco and much of the Bay area, with corresponding growth in technology employment and impact. Today, I’d like to springboard from a recent post on semiconductor mergers and acquisitions to consider one particular aspect of the current role of Silicon Valley.

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