Posts Tagged ‘Cadence’
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.
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.