Posts Tagged ‘EDAC’
Monday, April 13th, 2015
Quarterly, as many of you know, the Market Statistics Service of the EDA Consortium reports out on the health of the industry. Quarterly, as well, Mentor CEO Dr. Walden Rhines makes himself available to the Press, to comment and elaborate on the EDAC results.
And so it was last Friday that I had a chance, yet again, to speak by phone with Rhines, always a conversation to look forward to. If you want to know how the EDA industry did in Q4_2014, you can scroll to the bottom of this blog. If you want to read a paraphrased snapshot of a wide-ranging discussion with Wally Rhines, however, it follows here.
WWJD – This debriefing thing must be quite tedious. How’s it going, and how’s EDA doing?
Rhines – This is only my second Press meeting, so not bad. The EDA industry [booked] record revenues for the fourth quarter of 2014, and the entire year, and showed a substantially higher rate of return than the semiconductor industry. The industry’s doing very well, with hiring up 6 percent on the year, and strong reporting from companies in IP and physical design and verification. There is some weakness in the numbers out of Japan, but they were offset by strong results in the PacRim and the Americas.
Thursday, October 16th, 2014
There are three types of Italian genius. Leonardo da Vinci characterized one with his brilliant problem solving, creative innovations in the arts and sciences, diverse dabblings that often left completion dates for commissioned projects as sfumato as his oils, and aggressive self-promotion. An apocryphal testimonial to this last: When he finished the Mona Lisa in the early 1500s, he invited friends and foe alike into his studio to show off what he assured them would be the Next Big Thing. Humility was not in Leonardo’s toolkit.
Born in 1475, Michelangelo Buonarroti exemplified a second type of Italian genius. Intense, focused, gifted with extraordinary talents in the visual arts and architecture, and rumored to be so impassioned by his work as to go weeks on end without sleep, his talent was such that monumental commissions were forced upon him by the political and religious powers of the day, although he argued bitterly against the scale of such assignments. He became increasingly cantankerous with age, and in angry response to criticism of one commission in particular, famously painted himself into his vast Last Judgment as a flayed skin victimized by his patrons. Charm and affability were not in Michelangelo’s toolkit.
Fast forward five centuries and find now a completely different type of Italian genius. Shaped by mid-20th century forces in technology, and brought to full fruition in the fertile fields of Silicon Valley, Lucio Lanza exemplifies a third class in the taxonomy, one that encompasses the upsides of those 16th century icons – intelligence, creativity, a passion for innovation and work, a sense of history – without the downsides – egomania, rough irritability, inability to finish a project, or avoid a project too big to handle.
In the wake of two High-Renaissance Florentians, it took one High-Tech Milanese to fill out the taxonomy of Italian genius. Here in the 21st century, Lucio Lanza is in a modern class of his own.
Wednesday, October 8th, 2014
Exhibiting that unique combo of energy, hubris, and eloquence that’s the hallmark of Silicon Valley CEOs everywhere, Kathryn Kranen bid adieu to the EDA industry tonight. Sitting on the Cadence stage in conversation with Vista Ventures’ Jim Hogan – an event billed as part of EDAC’s ongoing Emerging Companies Series – Kranen walked the audience through highlights of her career, with special emphasis on the last 11 years serving as CEO at Jasper, a company she sold to Cadence earlier this year for a reported price of $174 million.
Up until the end of the evening, the exchange between these seasoned veterans of EDA proceeded as advertised – full of pithy advice on starting up startups, as well as enthusiastic endorsements of opportunities in the industry and good-natured banter between two highly successful people who know what it takes to grow and sell a company in high-tech. In the end, however, the evening turned out to be far, far more. It turned out to be Kathryn Kranen’s swan song in EDA.
Toward the end of her 90-minute interview with Hogan, things went historic when Kranen offered not only that she’s leaving Cadence just 4 months after the Jasper acquisition, but she’s leaving EDA completely. According to Kranen, she wants to serve at a company in the size range of Jasper, 100 to 150 employees, but enterprises of that scale are almost impossible to assemble these days in EDA. Since she wants to lead a moderately-sized company, but those options are not available here, she’s looking instead for opportunities outside the industry.
Thursday, October 2nd, 2014
The conversation will be historic on the evening of Wednesday, October 8th, when Cadence Design Systems hosts the next installment of EDAC’s Emerging Companies Series.
The conversation will be historic, because it will include the past history of Cadence interviewing the present and future history of Cadence; Jim Hogan was a Senior Vice President at the company in the 1990’s, and Kathryn Kranen is a Corporate Vice President and General Manager at the company today. What these two don’t know about Cadence, its past, present, and future – or the entire EDA industry for that matter – is truly not worth knowing.
And beyond these credentials, there’s the fact that both Kranen and Hogan could easily fill the 90 minutes of the session individually. They’re both great public speakers, and both own a plethora of insights about innovation, high-tech enterprise, Silicon Valley, raising and spending venture capital, the art and science of mergers and acquisitions, and taking companies public. These two epitomize the intelligence and instincts that create success in The Valley, with particular gifts of leadership in the EDA industry.
Thursday, August 7th, 2014
Ten years ago, numerous hardworking folks in EDAC struggled long and tenaciously to get EDA software removed from a host of restricted-overseas-commerce lists. For those efforts several members of the EDAC community were honored, while sighs of relief were breathed that the industry would not be foolishly restricted by the U.S. Government from exporting their agnostic-to-end-use software.
After all, why would electronic design software have anything to do with communications, avionics, surveillance, ground-based mechanized weaponry, or surface-to-air missile guidance systems, let alone a host of other electronic junk? ‘Just because we made it, doesn’t mean we want it to be used by the bad guys for evil purposes,’ the EDA industry said. And added, ‘Heck, we just produce the stuff. We’re not responsible for how it’s used.’
Of course, that’s not to say that restrictions and guidelines for international commerce have not applied to both EDA and IP. In September of last year, I attended an evening seminar hosted by EDAC that, thanks to the articulate intelligence of Cadence Group Director for Export Compliance and Government Relations Larry Disenhof, outlined in detail the complexities and convoluted guidelines that business folks in the United States must adhere to if they want to stay legal and in business when participating in overseas trade.
It all seemed highly confusing and fraught with the dangers of inadvertently operating outside the lines of what the U.S. Government considered appropriate behavior. Nonetheless, Disenhof offered hope that if companies paid close, close attention to the shifting sands of international relations – pretty much on a daily basis – they would be okay when it comes to obeying the law.
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.
Monday, April 21st, 2014
In the moments prior to Cadence’s quarterly earnings call this afternoon, the company released news of the acquisition of Jasper Design Automation for $170 million, less $24 million in cash, and a small tremor rippled out across the EDA Nation.
Paraphrasing Cadence CEO Lip-Bu Tan in the early minutes of his 5pm ET earnings call: We are very pleased to announce a definitive agreement to acquire Jasper Design Automation. This will help us to further meet our customers’ needs for more advanced verification solutions, particularly today as verification now represents 70% of the cost of SoC development. Together, Cadence and Jasper can move forward, offering the strong formal verification solutions leading customers need. In addition, Cadence is also very pleased to be bringing on board the strong team at Jasper, a team with excellent real-world experience.
All good stuff, yes? So why any tremors in our beloved little EDA Nation?
Friday, March 21st, 2014
It’s Friday afternoon and spring is busting out all over, so why would anyone want to sit on a conference call and talk about EDA? Well, if you were Ravi Subramanian, President and CEO of Berkeley Design Automation, you would. The company he leads has just been sold to Mentor Graphics and today’s his day to celebrate the feat with the press.
I spoke with Ravi for 20 minutes this afternoon and remembered straightaway why he is the real thing. Well spoken, fully informed, and completely disciplined in his presentation, still his extreme delight with the acquisition was in full view as he patiently fielded my questions.
Thursday, January 23rd, 2014
Long, long ago in a galaxy far, far away the EDA Empire began and quickly coalesced into several big players and a band of plucky startups constantly attempting to compete and stay viable.
Back in that halcyon era, Rick Carlson and Dave Millman decided to get those startups to pull as one, to try to keep the industry open and progressing, to protect the EDA industry as a place where new ideas could see the light of day and offerings from small companies could compete on a level playing field against those from the big players.
To do that, Rick and Dave came up with the idea for a consortium of Independent Design Automation Companies, IDAC, and put out the word to like-minded colleagues that this new group would benefit everybody. Creating IDAC proved more difficult than they had hoped, so letting pragmatism rule the day they approached Joe Costello for help, then CEO of Cadence, even though that meant working with one of the ‘big guys’ and hence, EDAC came to fruition.
To hear the rest of the story per Rick, recounted in a phone call in December, click here.
To hear the story recounted by Joe Costello, read below. I spoke with both Joe and Rick together on a conference call in mid-January.
Revolution from within …
Joe began: “Rick told me he’s concerned that in his recent conversation with you about the history of EDAC, he may have sounded too harsh. I said that’s not possible, because the truth about the industry is quite harsh. Just thinking about it makes my blood boil.