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Posts Tagged ‘Lip-bu Tan’

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.


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.


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.


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.


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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