Archive for December, 2013
Tuesday, December 31st, 2013
Kid you not, it’s only five months and a week until DAC comes around again. How can that be? Weren’t we just in Austin yesterday? Well, there you go. That darned sun keeps rising and setting, rising and setting, and now we’re slipping into the New Year and racing from there straight on to DAC. In San Francisco.
Wow, San Francisco? You mean that place where a single helping of French Toast served up at your customer breakfast will cost you $43, before tax and gratuity? That place where if you need just one small additional spot to light up your booth, it’s going to cost you a cool five grand to get it installed? You mean that place where hip young techies spend their nights and weekends, but spend their work weeks 40 miles south where they grind away pushing the envelope, so your mobile device can be cooler and cheaper and more beautiful? You mean San Francisco which, more than a place on the map, is a state of mind? One that has nothing to do with the state of mind that shows up for DAC.
Here’s an idea. Let’s change that. Let’s fix that state of mind. Why can’t DAC be so cool that those young techies will call in sick and stay in town on the days when DAC’s at Moscone next year? Why can’t design automation be so compelling that the generation that’s usually riding their big private commuter buses an hour south to work will show up instead at Moscone on June 1st, 2nd, 3rd, 4th, or 5th and beg to be let in, beg to be allowed to see what the future of hardware really is.
Wednesday, December 18th, 2013
Who says the last week before the holidays needs to be dull: Mentor Graphics has just announced it’s acquiring Oasys Design Systems.
* The Money: “Terms of the transaction were not disclosed.”
There’s a surprise.
* The Technology: “Oasys RealTime is a next-generation RTL physical synthesis technology [that] enables faster turnaround times and the capacity to synthesize the entire top level of the largest designs, all while being physically aware for better correlation with physical design. Its ‘placement first’ synthesis methodology and integrated RTL floorplanning capability enable physical backend issues to be analyzed and addressed at RTL stages before hand-off to the back-end groups for physical design implementation.”
Turns out the conversation [read “innovation”] in EDA around synthesis, P&R and whack-a-mole is still underway.
* Mentor’s Interest in Synthesis: “This acquisition aligns with Mentor’s goal to deliver a best-in-class digital implementation platform to address the performance, power and area challenges at advanced nodes.”
Thursday, December 12th, 2013
At a recent tech conference in Silicon Valley, I had a chat with a long-time EDA player; let’s call him Elmer. The conversation came around to Jasper Design Automation and conjectures as to what’s ahead for the company. I recounted a small compare and contrast.
At the 2008 February EDAC CEO Forecast Panel, Jasper CEO Kathryn Kranen was on stage along with Synopsys CEO Aart de Geus, Mentor CEO Wally Rhines, and then-Cadence CEO Mike Fister. During the panel discussion, Kranen criticized the Big EDA companies on the panel for their ‘all you can eat’ business strategies – the big companies providing less-than-best-in-class point tools for free to customers who purchased their anchor products, which Kranen said made it nearly impossible for the smaller companies to compete.
Thursday, December 12th, 2013
Last week, I had a chance to interview the founder of Career Girls, a YouTube channel chock-a-block with 220+ video interviews of successful women talking about how they got started in their careers, what educational background they needed for those careers, and what features and/or people in their lives helped to bring them to where they are today.
All good stuff, but then this week Mary Barra was named CEO of GM – yeah, yeah, you’ve already heard – the first woman CEO of a major American automobile manufacturer. Outgoing CEO Dan Akerson is quoted as saying, “Mary was not picked because of her gender or political correctness, [but because] Mary’s one of the most gifted executives I’ve met in my career.”
So, it’s a meritocracy after all? If that’s the case here in 2013, do we actually still need something like CareerGirls.org to encourage our daughters to be all they can be? Well, despite Detroit’s Mary Barra, and the likes of Meg Whitman, Marissa Meyer, and Sheryl Sandberg here in Silicon Valley, there are still, according to some studies, very few women anywhere near to the top in big business. And we need look no farther than EDA to prove it … again.
Tuesday, December 3rd, 2013
When it comes to high-tech, it’s not just those who hang out in Silicon Valley whose sacrifices at the Alter of Innovation must be generously funded and then widely touted. Captains of high-tech industries everywhere must spend oodles on R&D and then brag about it, year in and year out, regularly releasing their R&D budget numbers so people (particularity stockholders) can sense the true scale of the organization’s commitment to the Great Cult of Innovation.
It turns out, however, it’s easy to talk the talk, but much tougher to walk the walk.
It turns out – even though of late, companies like IBM have put up annual growth numbers in the range of 40% and Apple’s have been almost double that – over the last 40 years, actual growth rates in high-tech have been measurably less than growth rates across non-high-tech industries. And this, despite the fact that R&D budgets in high-tech have persistently been 75% bigger, as a percentage of revenue, than R&D budgets for their non-high-tech sector counterparts.
Are you following this? In other words, the ROI on R&D in high-tech – the amount of growth that has resulted from all of that R&D investment – has been shockingly low, and it’s not just because various markets for high-tech goods are saturated.