Posts Tagged ‘Cadence’
Thursday, July 30th, 2015
It’s been 10 years since I first explained why TSMC should buy Cadence. Now a decade on, many things have changed in the world and many have not.
Among the things that have not changed? TSMC still should buy Cadence.
First of all, let’s look at the numbers (per Yahoo Financials re: 2014):
* Taiwan Semiconductor Manufacturing Co. Ltd.
Market Cap: $166.44 billion
Revenue: $27.31 billion
Operating margin: 39.26%
Net income: $9.70 billion
Total Cash: $16.61 billion on $7.40 billion in debt
* Cadence Design Systems Inc.
Market Cap: $6.14 billion
Revenue: $1.61 billion
Operating margin: 11.23%
Net income: $161.1 million
TSMC has got the means to buy Cadence.
By a long shot.
Thursday, June 11th, 2015
It’s always hard to capture the spirit of any particular trade show/tech conference when it’s as large as DAC. So here’s just a small sample of the rumors and realities being bandied about at Moscone Center this week in San Francisco.
* Rumor: The Exhibit Hall ran until 7 pm on Wednesday night, so if you wanted to see the bagpipes close out the show, you could see it if you arrived at the Cadence booth by 6:45 pm.
* Reality: The Exhibit Hall closed at 6 pm on Wednesday, not 7 pm as on Monday and Tuesday. The bagpipes closed out the show, but at 6 pm, not 7 pm. Those who missed it were very, very sad.
* Rumor: DAC’s Exhibition Hall has shrunk so much over the last few years, it’s no longer going to be housed at Moscone Center. After next year’s DAC 2016 in Austin, the show’s headed to the San Jose Convention Center in 2017.
* Reality: Moscone Center is being renovated over the next several years, so DAC’s going to be in Austin in 2016, in Austin in 2017, and (probably) back in San Francisco in 2018.
Tuesday, June 9th, 2015
After a long day concentrating at DAC, it’s odd to spend the early hours of the evening at a DAC party. So much noise, loud music, silly carryings-on, when all one wants to do really is compose an essay about the impressions of the day.
So how about a compromise. Sit on the edge of the dance floor and write. Glass of lovely Sauvignon Blanc, plate of shrimp, an egg roll or two. It’s sorta like being in a coffee shop, but louder. Back in the day, Carlos Santana dated a high school friend of mine. Black Magic Woman, indeed. It’s like writing in a coffee shop called Time Warp.
So the point of this essay is specific. To capture as accurately as possible a thesis expressed to me an hour ago when I first came into this Love IP Party at Jillian’s, a pool and pub venue just across from Moscone Center. This particular Anonymous Source has seen everything in the EDA industry. Literally. And knows everyone. Literally. No joking.
His thesis? EDA (as we knew it) is over. Not dead, but over. Unequivocally.
Sunday, June 7th, 2015
Omygosh, DAC’s here again! Has it already been a year? Apparently yes, and apparently once again the Design Automation Conference is going to be great. And how does one know? Because once again the DAC Executive Committee is great, lead in 2015 by the more-than-capable Anne Cirkel (Mentor’s own). Everything from academia to industry, from networking to hard-core learning (read, ‘Nerd Alert!)’, from food and libation to product announcements: DAC is always special.
So today is Sunday, which in the world of DAC is a lovely day full of workshops for those interested in the newest, and social opportunities for those interested in the noshing and nattering. Sunday is also lovely, because it’s a moment for astonishing realizations, and this year’s 52nd DAC Sunday is no different. Here are my 10 favs:
10 – Per Stanford’s Philip Wong speaking in Workshop 2, carbon nanotubes are smooth which helps with mobility-restricting surface roughness and band-gap issues. Also CNTs are no longer “a bowl of spaghetti” when manufactured. Now they’re 99% orderly and courteously aligned. (read, ‘Is asking about the other 1% a legitimate question?’)
9 – EDA’s own Karen Bartleson of SNPS fame, has not only just completed 2 years of distinguished service as President of IEEE’s worldwide Standards Organization, she’s now been nominated to serve as President of the Whole Enchilada; Bartleson’s running for President of the IEEE itself. In a word, Wow!
8 – Design Automation Summer School, for those who have not been keeping up (read, ‘me’), is no longer a week-long confab in July. These days Summer School is a one-day event on DAC Sunday. Still highly attended and full of pithy content for The Young & The Restless in EDA.
Tuesday, May 26th, 2015
If you’re a Spanish speaker, the first image that comes to mind when someone says tortuga is a slow-moving animal in a shell. Alternatively, if you’re a kid at heart and love pirates, the first image that comes to mind when someone says Tortuga is Johnny Depp sashaying around the Caribbean channeling Keith Richards.
If you work in EDA and/or use EDA tools, however, now a new image should come to mind when someone says tortuga: The image of a secure, buttoned-down design that’s impervious to harm, malicious intent, or even too much eye-liner (for the Depp/Richards fans out there).
Because a new company has just come up over the horizon: Tortuga Logic.
Built on IP developed by like-minded thinkers at U.C. San Diego and Santa Barbara, Tortuga hopes to change the way the world deals with security issues — which, by the way, is an even bigger problem today than it was back when Captain Jack Sparrow was wreaking havoc on the Spanish Main.
Thursday, April 30th, 2015
Board design is evolving quickly: The vendors who sell CAD tools to the people who design boards are working hard these days to keep up with the changing needs of their customers. That’s the unqualified conclusion I came away with after a number of phone calls over the last several weeks with the four of the biggest companies in the PCB design-tool industry: Zuken, Mentor Graphics, Cadence, and Altium.
These conversations were not only interesting, they were inspiring as well. The folks I talked to have been in the industry for a long time, and have a seasoned and intelligent understanding of the evolution of board designers and the tools that support their efforts. Here are the people I spoke with for this lengthy article:
Zuken: Bob Potock, VP Marketing; Humair Mandavia, Executive Director, SOZO Center
Mentor Graphics: Dave Wiens, PCB division business development
Cadence: Hemant Shah, Product Management Group Director
Altium: Dave Reed, Director of Product Marketing
Tuesday, April 7th, 2015
Frank Schirrmeister, Group Director of Product Marketing for the System and Software Realization Group at Cadence, had just returned from DATE in Grenoble when we spoke several weeks ago about the philosophy and technology behind Cadence’s emulation business unit. First, however, we spoke about Grenoble.
I asked Frank if DATE had been a success this year and he said, “Absolutely, yes. It was very interesting as it has transformed from a generic show into more of a technical conference. So the focus now is on the sessions.
“Particularly interesting for me, I was chair for a session about tools for the IoT. Jan Rabaay from U.C. Berkeley, always a good speaker, gave a great presentation on wearable trends. NXP also participated, talking about the connected car, and ARM spoke about their embed OS for the edge nodes. Also among those topics, we talked about debug. It was all very good.”
Having enjoyed DATE many times myself, I asked Frank what he thought distinguished the conference from DAC. He said, “First of all, DATE was in Grenoble, which is always a great destination. Then, of course, at DATE you see the European point for view.
“For instance, I had a presentation for my session regarding automotive issues, and included material of interest to our customers in Japan and Europe. The share of semiconductors in cars from those markets focuses more on the mission-critical pieces in the design. The focus is different for automotive customers in North America, where it centers more on mobile connectivity within the vehicle.”
All of this being very interesting, I turned the conversation to the real reason for our phone call: To allow Frank to clarify emulation at Cadence.
Monday, March 23rd, 2015
The last time I spoke at length with OneSpin’s Dave Kelf, the conversation was all about the Cloud. This week we picked up where we left off, talking about the Cloud, but then moved on to the Wild West. Dave is quite taken with the idea that the current situation in EDA is on par with the Wild West, that mythical place where a lack of structure and entrenched establishment allows true innovators to run
wild free. First however, we caught up with OneSpin and the Cloud.
Dave said, “These days, engineers cannot afford to stick their necks out. Neither their managers nor their corporate leadership want to take risks, and the engineers know it. Although engineers realize moving design to the Cloud makes sense, when they try to explain that to their bosses or corporate lawyers it often leads to legal discussions around the problems of having [propriety] IP leave the company’s server.
“At OneSpin, however, we are able to eliminate these issues by generating abstract verification proof problems that go to the Cloud for computation without the transfer of IP or even [identifiable markers], assuring our customers that the process is very secure. Moving to the Cloud means design teams will have access to infinite computing, with huge verification jobs running simultaneously.”
Thursday, March 5th, 2015
What if I were to tell you that I attended a conference where people were really excited to be there, where the exhibit hall was filled with a crush of people making their way from booth to booth, talking with exhibitors and exchanging business cards madly. A conference where the South of the exhibit hall was dominated by Synopsys, the East by Cadence, and the West by Mentor, and where at the happiest hour, libations and snacks flowed freely in a sub-set of the booths and the whole exhibit hall became even more animated.
What if I told you the technical portion of the conference included a variety of content — touching at times on autos, wearables, the IoT, IP, standards, and verification — excellent panel discussions, well-attended poster sessions, detailed tutorials, and a keynote from the CEO of the largest company in the industry delivered to a packed, SRO ballroom full of designers, engineers, and engineering managers.
Finally, what if I told you the highly capable staff of MP Associates was running the whole thing with their usual aplomb, attending to details as diverse as registration, sound systems, lunch tickets, speaker logistics, and awards presentations.
Monday, February 16th, 2015
Lauro Rizzatti, formerly VP of Marketing at verification-centric EVE, thought he was going to move to Oregon last year and retire, but he was wrong. Instead he is busier than ever, hard at work both in the EDA tech sector and in the larger world of venture capital.
Lauro is consulting with Mentor Graphics to promote the company’s ever-expanding presence in the world of emulation, and he is also involved with the Oregon Angel Fund, a group of investors led by Eric Rosenfeld and former SpringSoft USA President Scott Sandler, also busy residents of Oregon.
Mentor is one of the top two emulation companies in the world, along with Cadence. Synopsys also has a foot in the door of that market thanks to their 2012 acquisition of EVE, which brings us back to Lauro. It was after his year spent at Synopsys following the acquisition that he ‘retired’ to Oregon. Clearly, however, it was a waste of his 30+ years of experience in verification to not have him continue contributing to the conversation around that technology, hence his consulting work at Mentor.
I had a chance to talk with Lauro about all of this in a recent phone call, a discussion in which he celebrated the green of Oregon while also gently chiding the endless rain that makes that lushness possible.