Posts Tagged ‘Wally Rhines’
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.
Monday, February 3rd, 2014
Yesterday was awash in poignancy. If you’re online a lot, you learned around noon California time that actor Philip Seymour Hoffman had died suddenly in NYC of an apparent overdose. The news really gave pause, particularly because it turns out he was so much younger than he looked, because the young people in my life really thought him a great actor and were stunned by his death, and because it gave evidence, yet again, that people of fame and legendary talent are also often so completely human and frail.
And, I was a big fan of Amy Winehouse. My friends and family knew that about me. When she died 3 years ago, I actually received condolence notes because they knew how I felt about her voice and her talent, and they were sad about it for me. Oddly, we somehow feel very personally connected to famous people. We feel we really know them, how strange. People wept for John Kennedy, for Abraham Lincoln, for Paul Walker, for Heath Ledger, for Marilyn Monroe, yet I’m pretty sure that most of those grieving never actually met the person they mourned.
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.
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.
Thursday, July 4th, 2013
A note: Since composing this blog, the terrible crash took place at SFO. This tragedy is being felt keenly in the tech industry as it is possible that some of those on board were coming to San Francisco for Semicon West. Many people at the conference may have a special connection to the injured and/or have had their travel plans radically altered while SFO is attempting to deal with the aftermath. The people at EDACafe wish to express their deep concern for everyone affected by the accident.
This is clearly a holiday week, so most people are paying more attention to the barbeque than next week’s massive Semicon West in Moscone Center, so let’s keep this pre-event note short and to the point.
It is always [somewhat] telling to see who is and who is not sponsoring conferences, and Semicon West is no exception. What can be discerned, for instance, from the fact that GlobalFoundries is a sponsor of the conference this year, but TSMC is not? That Mentor Graphics and Synopsys both have their names on the sponsor list, but Cadence does not?
Monday, June 3rd, 2013
The Design Automation Conference is mostly about People who need People, so my Top Ten list from Day 1 in Austin here at the 50th DAC is about just that: The Luckiest People in the World.
No. 10) Rushing up to Room 18 on Level 4 of the Austin Convention Center to attend the DFM&Y Workshop at 9 am, only to find that I couldn’t get in because I hadn’t paid. Why is this disappointment on the list of favorites?
Because on my way back down to Level 1, I ran into Jill Jacbos who’s been working overtime here in Austin on behalf of Accellera Systems Initiative (Stan Krolikoski received the 2013 Leadership Award at the 7 am breakfast today), the North American SystemC Users Group Meeting (taking place all day today on Level 3), and Jim Hogans’ Hot Zone Party tonight at Austin City Limit’s Moody Theater.
Jim’s efforts, and those of the folks helping him, are all to raise money for his Heart of Technology charity, which is donating funds raised in Austin to CASA (Court Appointed Special Advocates) of Travis County, Texas. If you want to donate, you can do so at Jim’s website.
Monday, April 1st, 2013
EDAC’s Market Statistics Service today announced Q4 2012 revenue and happily reported a 4.6 percent increase, year over year, compared with Q4 2011. Per the press release: “Sequential EDA revenue for Q4 2012 increased 9.8 percent compared to Q3 2012, while the four-quarters moving average, which compares the most recent four quarters to the prior four quarters, increased by 6.7 percent.”
Mentor Graphics Chairman & CEO Wally Rhines confirmed the industry’s good news in a phone call to discuss the MSS numbers. “A 6.7 percent increase is good and continues a reasonable mid-single digit trend in growth rate,” he said.
“Also, growth in the industry was pretty uniform around the world, except for Japan which showed a little weakness. Surprisingly, Europe was the strongest, while from a product category point of view, things remain strong across the front end, particularly in printed circuit boards. And interestingly, the survey data showed that the IP sold by EDA companies was stronger [in the market] than that sold by IP companies.”
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.
Thursday, February 28th, 2013
I don’t know about you, but I thought DVCon 2013 in San Jose this week was super. There was a lot of energy, I never heard anybody say the tools are broken (something industry pundits have been droning on about for years), attendance at the conference set a new record, both verification and design guys seemed to indicate that verification is still important enough to remain discrete from design, and SystemVerilog is fulfilling its promise.
The following list of 15 sound bites is not a complete representation of all that was said or debated at DVCon. Nonetheless, it’s an interesting list and reflects some of the information and opinions showcased during the week.
Wednesday, February 6th, 2013
Now in its 25th year, DVCon is coming up in a couple of weeks in Silicon Valley. In terms of process nodes, 25 years is about twelve generations. In terms of dog years, it’s about four generations. In terms of the life of Stan Krolikoski, however, 25 years is only part of one career. It’s also the amount of time Stan’s been going to DVCon, even though it had a different name when he attended the first such conference back in 1988.
When I spoke with Stan by phone earlier this week, I asked if he’s been to every single conference since then. He laughed and said, “Absolutely! Looking back to 1988 – despite all of the mergers, and the coming together of various conferences, and the end of the HDL wars – I’ve been to every one of them!”
There’s nobody else who’s been to them all? Stan laughed again, “I don’t think so. They’ve either retired, or left the industry. Although I do think Dennis Brophy has been coming for a long time, but probably not all the way back to the beginning.”
Where was the first conference held in 1988? Stan said, “It was in Newport Beach. Why? Who knows. Back in the day, a number of meetings were held in Newport Beach. Maybe it was a destination, or maybe it was because there were a lot of defense contractors in the area. Remember that VHDL-87 had just come out and the language had a connection to the Department of Defense.”