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Posts Tagged ‘Lip-bu Tan’

EDAC’s Perfect Storm: Cataclysmic Changes, Music to Wine

Thursday, May 14th, 2015

 

There’s a perfect storm currently underway at the EDA Consortium based in Silicon Valley. First of all, after twenty years of distinguished service to the organization, the last ten as Executive Director, Robert Gardner is retiring. His leadership and talents will be sorely missed, as an industry expert and organizational wizard, and as as accomplished musician providing endless hours of sophisticated entertainment at countless EDAC events. Uniquify’s Bob Smith, himself an accomplished, well-known player in the EDA industry, has been tapped to take over for Gardner. [See our conversation below …]

Second of all, for the first time the consortium has two individuals serving simultaneously as chairman: Cadence CEO Lip-Bu Tan and PDF Solutions President & CEO John Kibarian. Although previously active on the board, neither of these gentlemen has served as EDAC co-Chair; all signs suggest that their joint efforts, and fortuitous synergy of design and manufacturing, are promoting fresh sensibilities and renewed commitments to collegiality across the EDAC membership.

Third, and perhaps most importantly, IP is the new black in EDA. When the consortium was initiated in the last millennium, the membership really was all about electronic design automation. Today, many ‘generations’ later, the name of the game in semiconductor design is reuse and third-party IP. And it’s in that spirit that both Sonics President & CEO Grant Pierce and ARM CEO Simon Segars are currently serving on the consortium’s Board of Directors, along with EDA stalwarts Mentor’s Wally Rhines, Synopsys’ Aart de Geus, IC Manage’s Dean Drako, and Atrenta’s Ajoy Bose.

And so the world turns: The EDA Consortium is undergoing profound changes, and in so doing reflects the evolutionary cataclysm overtaking the entire semiconductor design and manufacturing supply chain.

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M&A: It’s Jasper to Cadence, at last …

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?

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Coverity’s Kuehlmann: Success means Crossing the Chasm

Thursday, March 27th, 2014

 

The last time I had a lengthy conversation with Dr. Andreas Kuehlmann, he was director of Cadence Research Labs, housed in an off-campus office building just across the street from U.C. Berkeley. I spent an hour touring the lab, located on several floors there, with Kuehlmann as my tour guide.

First launched in 1993, by 2007 the Cadence lab was enjoying incredible new facilities when I visited, heavily kitted out with shiny work stations, high-end desks, fancy seating, gleaming conference rooms, and the usual array of tech-toys one expected to be on-site to entertain the young fanciful ones whose creativity apparently relied on having their work stations and their play stations positioned in close proximity

At the time, Mike Fister was King at Cadence. His reign, although now thoroughly besmirched by history, included in the plus column the company’s ongoing funding and encouragement of their Berkeley-based BlueSky TechLab/PlayPen.

During my visit in December 2007, my tour guide explained in great detail how Fister had been there several days before and had again reassured Kuehlmann that he had at his disposal all of Cadence’s resources: Kuehlmann’s job was not to worry about funding, only to worry about the rate at which his feisty group of wunderkinds were turning out innovative ideas that could be embraced by the mainline Cadence organization and brought to market.

Wow, what a gig, I probably said at the time, and Kuehlmann probably agreed: Cool digs just a few quick steps away from Cal’s engineering brain-trust, cool young folks soldiering away all around him, and a way cool corner office for the lab’s director that looked straight out to the Golden Gate Bridge. What wasn’t to like about that set-up?

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CDNLive 2014: Delicious Sensory Overload

Wednesday, March 12th, 2014

 

In the spirit of full disclosure, Cadence paid for lunch yesterday for the Press Corps attending CDNLive 2014. We had a scrumptious gourmet meal at Tosca in the lobby of the Hyatt Regency before returning to the Santa Clara Convention Center next door to have an hour-long “one-on-one” with Cadence CEO Lip-Bu Tan. In truth, it was actually an hour-long “twenty-on-one” with CEO Tan, because all of the usual suspects EDA Press Corps was in the room throwing softball lobbing questions at Tan.

Over the course of the hour, we learned that CEO Tan has a host of different investment partners – sorry, didn’t write down the names – involved in his various VC-funded ventures that span everything from GoPro [the trendy wearable camera enterprise out of Half Moon Bay] to a fabless startup that he said can tape-out a design at 16 nanometers for a scant $15 million, rather than the usual $150 million being lamented today in the global press. [In fact, Tan mentioned so many ventures he’s involved with, it begs the question: How does he have time to run Cadence?]

We learned that CEO Tan is very excited about all of the technologies involved in the semiconductor design/supply chain, that he believes it’s a great time to be a player in the industry, and that Cadence is innovating rapidly on multiple fronts simultaneously. And if/whenever Tan senses that they’re slowing down in any particular area, he pushes Cadence Engineering to move forward even faster.

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EDAC Gala: Channeling our inner angels

Thursday, October 10th, 2013

 

Given that history and innovation are being featured here in this space this week, it’s only appropriate to highlight the fact that EDAC is hosting a very interesting event related to history and innovation in Silicon Valley next week.

On Wednesday, October 16th, those who have made massive contributions to the EDA industry will be highlighted and celebrated at a black-tie optional dinner at the Computer History Museum. If you’re interested in rubbing elbows with the powerful and prolific, you should be going to this event. If you want a chance to bid at auction for lunch with today’s corporate leaders in EDA, you should be going to this event. If you think said corporate leaders make enough money to pay for your lunch, rather than vice versa, you should still be going to this event.

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Good times: EDAC says Q1_2013 a solid success

Wednesday, August 7th, 2013

 

Well, it looks like the industry has done it again, delivering good growth over a recent quarter. The Press Release issued by EDAC’s Market Statistics Service on August 6th detailed the numbers for Q1_2013: 8.1% growth overall, including 23.8% growth in Services, 20.2% growth in IP, and (a bit less glam) 2.4% growth in EDA. Interesting.

Meanwhile, Dr. Wally Rhines continues to contribute to the industry by making himself available for conversation about the MSS numbers as they are released each period, clarifying as always that his comments are on behalf of EDAC and do not reflect his role as CEO of Mentor Graphics. When I spoke by phone with Rhines earlier this week, I asked him if we can anticipate industry results for all of 2013 by looking at the Q1 numbers.

He said no, EDAC numbers do not portend the future, they only aggregate the results from the past. To know more about the future of the industry, Rhines referred me to the four visionary keynotes given at DAC by Synopsys’ Aart de Geus, Cadence’s Lip-Bu Tan, Jasper’s Kathryn Kranen and Rhines’ own talk.

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EDAC CEO Panel: Practically perfection

Thursday, March 14th, 2013

 

From the podium in San Jose’s DoubleTree Hotel, Jasper Design Automation President & CEO Kathryn Kranen introduced tonight’s EDAC CEO Forecast Event as being “practically perfection” and she was right. With 97 people in the room, the event ran for 97 minutes and the audience [undoubtedly] gave the panel discussion a 97% approval rating. Kudos to all involved, including EDAC for hosting, and OCP-IP, Mod Marketing, and the DoubleTree for sponsoring the event.

Kranen started off the evening by bragging on good news out of EDA: It’s up and to the right for revenue in the industry, with a 4.9 percent increase between 3Q11 and 3Q12. She cited increased stock valuations over the last year for ARM [37%], Cadence [30%], Mentor [26%], PDF Solutions [98%], and Synopsys [17%] as an indication of the viability of EDA as an investment vehicle: If you’d put $100 into each of these companies a year ago, she said, you would have netted a 41% increase in a portfolio today worth $706.90, beating out other investment indices such as the NASDAQ and S&P 100 over the same time period.

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CDNS: What a difference a year [or 2] makes

Thursday, July 26th, 2012

 

We’re coming up on almost four years, full on, since the momentous events of 15 October 2008 when the entire top executive team at Cadence exited stage left.

At the time, of course, the world was paying a shade less attention to EDA, and a shade more attention to a global crisis unfolding minute-by-minute featuring household concepts such as bankruptcy, subprime mortgages, and derivatives, and household names such as Lehman Brothers, AIG, Merrill Lynch, Bank of America, Goldman Sachs, Morgan Stanley, Washington Mutual, JPMorgan, Wachovia, CitiGroup, and the FDIC, to name a few.

Meanwhile, the folks who held CDNS in mid-October 2008 were holding shares that had lost almost 80% of their value over the previous 12 months, plummeting from $20+/share to around $4/share in that time frame.

The world may have been consumed by news of the larger global meltdown in October 2008, but various CDNS shareholders were sufficiently focused on the disaster at Cadence to precipitate upwards of a dozen class-action suits against the company in protest.

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Word Cloud: EDAC 2012 CEO Forecast Panel

Saturday, March 17th, 2012

 

A lot of ink is always spilled over the EDAC CEO Forecast Panel, and this year was no different.

Ed Sperling moderated the panel and had slides to facilitate. They’re available here on the EDAC website. The full video version of the event is now available, as well.

If you would rather read about it, Mike Demler transcribed the event, Paul McClellan encapsulated the event, Richard Goering observed the event, and Steve Leibson abstracted the event.

I was also there on February 29th in Santa Clara, but rather than re-invent the wheel and provide redundant commentary, I’ve taken my notes from the evening and used them to create a Word Cloud. [see below]

If you study it carefully, you’ll see it pretty much sums up the emphasis of the panel discussion: Synopsys’ Aart de Geus,  Mentor’s Wally Rhines, Cadence’s Lip-bu Tan, ARM’s Simon Segars, and Gradient’s Ed Cheng in conversation with Ed Sperling, exchanging ideas about Different Problems in EDA: Tools, Power, IP, Memory, Integration, Systems, Hardware, Software, Money and Innovation.

 

 

Now let’s look at the Word Cloud without any of the names, just the issues that swirled about in the conversation on February 29th. (more…)

Unforgiven: EDAC CEOs at their iconic best

Saturday, March 17th, 2012

 

When it comes to Westerns, nothing satisfies more than the one about long-time compadres getting together to do one last ride, one last round up, to take one last stand.

It satisfies, because it’s been years in the making and involves all aspects of the genre – long, lonely shots of distant horizons, fading references to the “exploration and settlement of previously untamed frontiers”, and a rich narrative of “rugged, self-sufficient individuals taming a savage wilderness with common sense and direct action.”

This particular type of Western also satisfies, because we know the players well – their faces, their mannerisms, how many notches they’ve got in their gun belts, and whether they normally ride alone or in a posse. (more…)

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