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Archive for January, 2016

Gary Smith EDA: The Remarkable Journey Continues

Wednesday, January 27th, 2016

 


Gary Smith EDA has set the gold standard for EDA analysis
for longer than GSEDA has actually existed. That’s because the core of the team has been together since way back in the 1990’s when the group was internal to Gartner Dataquest and had only one charter: Track the fortunes of the companies that then constituted the EDA industry.

Profound developments have unfolded since that time: Gartner saw fit to divest itself of an internal EDA analysis team in 2006, Gary Smith EDA was founded to embrace the market opportunity left to them by the Gartner decision, and the IP industry came out of left field and became as important a part of the chip design equation as the design tools themselves.

EDAC’s membership expanded to include companies like MIPS and ARM, the abstraction levels for design moved in fits and starts up and up, and Gary Smith’s affable expertise and relentless push for an ESL state of mind became one in the same in the minds of many in the industry. Then tragically last summer, Gary Smith succumbed to illness and a singular voice intimately associated with EDA industry was silenced. However, that was not the final chapter for GSEDA.

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Hypothetical Stock Index: Lip-Bu Tan vs. EDAC

Wednesday, January 20th, 2016

 


Just short of 2 years ago
, the EDA press corps sat in a room in the Hyatt Regency in Santa Clara and enjoyed a face-to-face with Cadence CEO Lip-Bu Tan. A full report of that conversation is available here, but it is the closing segment of the report that informs this blog:

Finally, the Cadence PR machine closed out the hour by making sure the Press Corps was privy to the human side of CEO Tan. It would appear his wife does not make the tech-product purchasing decisions at home as much as do the two boys. Tan said that his two CMU-educated engineer sons are smart and savvy, and had advised him early on to invest in both Netflix and Tesla. Tan humbly acknowledged that he had, unfortunately, ignored those two pieces of advice and hence had lost out on the opportunity to win big in both movies and EVs.

So, here’s the hypothetical: Given Lip-Bu Tan’s involvement with a $2 billion investment group – efforts interleaved with his responsibilities as Cadence CEO – wouldn’t it have been wise to harvest stock tips from his press meeting back in March 2014 in Santa Clara?

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Yesterday & Tomorrow: EDA & IP shine … today, not so much

Thursday, January 7th, 2016

 


If you’re interested in the past
, the third quarter of 2015 is a good place to start: the EDA/IP industries did very well from July through September last year. EDAC’s Market Statistics Service numbers, released this week, offer some of the details. Here’s the link if you want to delve in.

Easier however, is this brief summary of my January 5th phone call with Mentor’s perpetually optimistic CEO Wally Rhines, last year’s EDAC/CEDA Kaufman Award winner and this year’s EDAC spokesman [technically, every year’s].

Although there was snow and ice on the roads around Wilsonville, Oregon, when we talked, nothing could put a damper on Rhines’ sunny outlook for the industry he leads: “The third quarter last year was another great quarter for the EDA and IP industries. With 7.1 percent growth, it was really good and even stronger than usual.

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