Posts Tagged ‘Cadence’
Wednesday, February 24th, 2016
Emulation is everything in verification today and therefore at the center of DVCon. Technology expert, Lauro Rizzatti, has prepared this brief tutorial for you, so you’ll be ready for the conference that starts on February 29th.
* The Past
Hardware emulation has been around for 3 decades. It started in the mid 80s with pioneers like Quickturn and Ikos, who used off-the-shelf FPGAs in the fabric of their emulators. The second decade saw the rise of several startups, some of them using custom silicon devices in the emulators.
Wednesday, February 10th, 2016
Sometimes you just gotta wonder what happens behind the closed doors of the executive suite. Last June, when Synopsys acquired Atrenta, Atrenta’s founder – a distinguished technologist, alum of IIT Kanpur, UT Austin, Bell Labs, Cadence and Interra, and profoundly well-seasoned EDA leader – closed the door on his leadership role at the company he founded 14 years before.
I will admit, I do not know if Dr. Ajoy Bose actually ever reported to duty at Synopsys last summer – the received wisdom would have us believe he needed to set foot there long enough to help his team transition into the Big Purple – but in truth, it is hard to imagine him ever playing second fiddle to Dr. Aart de Geus or Dr. Chi-Foon Chan, or anyone else for that matter. He is a man of that much dignity and gravitas.
Of course, if Bose did punch a time clock at Synopsys, it was for nary a nanosecond in geologic time. It’s been 9 months since the acquisition and now Bose is clearly free to speak in public about the past, present and future of the industry he has helped to create. That surely would not be happening if Bose was just a node in the org chart that has Chan and de Geus at the top of the pyramid.
So there’s one half of the good news included herein.
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, December 10th, 2015
If Wednesday night’s EDAC event at their headquarters in San Jose is any indication, things ain’t so good in the EDA ‘hood. There are no investors, no startups, no energy, no room for innovation, no luster, and ergo no young people.
Although, Jim Hogan – who shared the evening’s stage with Ansys/Apache VP & GM John Lee – said that if you think EDA’s bad, you should look at Google. According to Hogan, the luster’s gone at Google as well, buses transporting techies from Silicon Valley to their habitats elsewhere are running half empty, and nobody wants to be there anymore. The Google glam is gone, per Hogan, even though the overpaid youngsters he knows who work there are regularly pulling in salaries of $500k and holding an additional $500k in stock.
Hogan had no answer for how EDA was going to match those perks, but both he and Lee agreed that everything’s cyclical and therefore if everybody can just hold on for another 5 years, EDA will be back in fashion.
Meanwhile, it still ain’t so good in the EDA hood … or is it?
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.
Wednesday, October 7th, 2015
If you already know that EDAC is hosting a panel in San Jose on October 29th – “Patents & Patents Litigation: Develop, Strengthen, and Protect Your Intellectual Property” – you know the participants come from a variety of backgrounds:
John Cabeca, Director of the Silicon Valley US Patent & Trademarks Office; Karna Nisewaner, Associate General Counsel at Cadence; Robert Sachs, Partner at Fenwick & West; John Vandenberg, Partner at Klarquist Sparkman; Salumeh Loesch, Associate at Klarquist Sparkman; and Samuel Liccardo, Mayor of San Jose.
You probably also know, however, that no matter how much optimism and happy talk is thrown at the topic of patents – how to craft them, prosecute and litigate – the underlying controversy will never go away.
That catastrophic and philosophical disconnect between:
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.