Posts Tagged ‘ARM’
Thursday, March 23rd, 2017
Something historic and poignant is taking place on Thursday, April 6th, that should be of interest to absolutely everyone in the EDA and IP communities. The four most powerful men in these two industries will be on stage for an ESD Alliance panel discussion led by Semiconductor Engineering’s Ed Sperling.
The four panelists include Synopsys Chairman & CEO Aart de Geus, Cadence President & CEO Lip-Bu Tan, Mentor Graphics Chairman & CEO Wally Rhines, and ARM CEO Simon Segars.
The April 6th event will be historic because these Big Four unequivocally define EDA and IP – just as Stanford, Huntington, Hopkins, and Crocker defined Railroads in the West – and it’ll be poignant because you’ll never see them together again. Too many changes ahead.
Of course, the ESDA panel will also be whimsical: You’ll know no more about these CEOs and their companies at the end of the evening than you knew when you first arrived. That doesn’t mean the evening won’t be entertaining.
Monday, November 14th, 2016
If you were watching Seattle beat New England last night, and not the news, you missed it: The rumor that Munich-based Siemens would buy Wilsonville-based Mentor Graphics.
This morning, of course, it’s no longer a rumor. The players themselves have announced that the deed is done.
Per the Press Release, “Siemens and Mentor Graphics today announced that they have entered into a merger agreement under which Siemens will acquire Mentor for $37.25 per share in cash, which represents an enterprise value of $4.5 billion.”
Wow, talk about just in the nick of time.
Thursday, May 12th, 2016
Aachen-based Silexica is making waves in the world of multi-core and embedded systems, as evidenced by their recent win in the German Silicon Valley Accelerator program. Company leadership was motivated to spend Q1_2016 in Silicon Valley, networking and meeting with thought leaders in the Bay Area’s tech community.
While he was in California, I had a chance to speak by phone Silexica CEO Max Odendahl. As many know, the problem of parsing code to take advantage of multi-core systems is a massively tough one to solve, one of the Grand Challenges in computing. My conversation with Odendahl was compelling, because it would appear his company has the solution.
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?
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.
Thursday, November 5th, 2015
Since initiating their Decoding Formal Club in October 2013, Oski Technology has hosted this much-needed get-together every quarter, most recently on October 21st of this year at the Computer History Museum in Mountain View. I was fortunate to attend the debut meeting in 2013, so it was interesting to hear from Oski VP Jin Zhang that the support group is proving valuable to the growing numbers who attend.
“The first time we held the meeting,” Zhang said, “it was by invitation only, and we included about a dozen folks. Since that first event, we have continued to use the same room at the Computer History Museum, a room that can hold up to 40 people.
“The workshop, however, is continuing to grow very nicely, so we are faced with either finding a new venue or working with the museum to arrange for a bigger room for our next meeting in the first quarter of 2016.”
Zhang said interest in the event has increased to the point that people sign up to attend as soon as the date and time are announced. “They want to be sure they’ve got a spot,” she said.
Thursday, October 15th, 2015
Imperas Founder & CEO Simon Davidmann has been thinking about the EDA industry for a while, and the consortium that represents it. And like a lot of observers, he thinks change is in the air. In previous blogs, I myself have predicted that EDAC will evolve to offer better representation to IP providers, but Davidmann believes changes in the consortium will be even more dramatic.
“When EDAC was started,” Davidmann said in a recent phone call, “it was about CAD tools. But design automation has evolved from schematic layout and simulation to a point where everything is focused on really big designs. Yes, IP is a fundamental part of that evolution and companies like Synopsys have made a lot of investment in IP, so EDAC has no problem including IP in its landscape.
“But real problems today and tomorrow are about dealing with large systems on chips. Something that is moving the focus in the industry to software. Chip design is no longer just about design tools and IP, it’s about systems, and the software that runs on those platforms.
“As a consortium designed to help companies in the design automation business, therefore, EDAC has to look at not just design tools and IP. It also has to look at systems and software. An emerging technology, quickly moving into the mainstream, is virtual platforms for software development. Of course, Synopsys is investing in virtual platforms – an indication of the importance of such things in the design process.
Thursday, July 17th, 2014
Once again EDAC’s Market Statistics Service has released quarterly results for the EDA and IP industries, and once again Mentor Graphics CEO Wally Rhines has taken time to debrief the press on the numbers. When we spoke by phone on July 15th, Rhines started with a qualitative eval of the financial situation in Q1_2014, and moved from there to answer several longer-range questions about autos and today’s troubled world.
“The first quarter of 2014 was good for the industry, but not great,” he said. “With overall growth of 4.6 percent, year over year, it was a good quarter with the highlight being logic design was up a solid 6.6 percent. Other than that, there was not a lot else [remarkable in EDA].”
“Steady, but not glamorous, for Q1?” I asked.
Rhines said, “Yes, steady as she goes in EDA. The IP business, however, was up strongly in Q1, driven up by results from the non-reporting companies, not members of EDAC. We collect public info from non-reporting IP companies such as ARM, Imagination Technologies, MIPS, Rambus [and Synopsys], and we can see overall that the IP business [exhibited] 10-percent growth, quarter over quarter, Q1_2013 to Q1_2014.”
He added, “The bigger trend [visible in] the current MSS report is that all of the world is showing strong [sales], except Japan which is very weak, down 19 percent in contrast to Asia Pacific, which is up 13.5 percent.
“You should also note that North America and Europe are quite strong, up 7 percent or more. Japan is well below those regions as well. Japan used to be a big part of the total [numbers for the industry], substantially larger than the Asia Pacific Region, but now the Pac Rim is twice the size of the Japanese market.”
Thursday, May 29th, 2014
Like a phoenix rising from too-early reports of a reduced participation in life, the legendary Gary Smith has created a schedule of appearances at the 51st Design Automation Conference in San Francisco that would fell a man half his age. Every time you turn around at Moscone Center next week, or the Intercontinental Hotel before that, you’ll be face-to-face with events featuring the Guru Extraordinaire of EDA.
Sunday evening from 5:00 pm to 5:30 pm, Gary will yet again ring the opening bell at DAC, this year in Ballroom A of the Intercontinental Hotel across the street from Moscone. I’m putting good money on a bet that Gary will be on stage there in his best Tropical Whites, accompanied by slides, predictions, and previews of the Next Epoch in EDA and his Pavilion Panel the next day.
Thursday, March 6th, 2014
Oh my gosh: If you arrived at DVCon 2014 at 10:45 am on Tuesday this week, you’d have wondered if you’d wandered into the wrong conference. What happened to sedate, dignified DVCon? Standing at the registration desk on the first floor of the DoubleTree Hotel in San Jose, the volume of noise and conviviality sweeping down the staircase from the upstairs mezzanine was unprecedented. What was going on up there? The DVCon morning poster session, awash in company reps and their ideas, and engineers anxious to engage with both.
When I got to the top of the staircase, I took a moment before plunging into the crowd, amazed at the vitality and the numbers of people hobnobbing among the posters. It wasn’t surprising to learn later in the day from DVCon General Chair Stan Krolikoski that over a thousand people – attendees and exhibitors combined – were at this year’s conference. Clearly, DVCon is enjoying an extraordinary renaissance, so much so that DVCon Europe will be debuting this October in Munich, with DVCon India, DVCon China, and DVCon Japan now in the planning stages. Like I said, omg.