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 Bridging the Frontier

Archive for February, 2022

From Fledgling Business to the Core of Chips: CAST Bears Witness to Silicon IP Market Maturation

Tuesday, February 15th, 2022

Nikos Zervas, CAST’s CEO, and I discuss the early days of the IP business in a post that originally appeared on the SEMI website in October as part of my SEMI blog post series.

In the early 1990s, engineers of varying degrees of skill with a powerful PC set up shop designing and selling blocks or libraries of reusable components with a defined interface and behavior. These blocks, known as intellectual property, or IP, were then (and still are) integrated into a larger design.

While the new market segment created excitement and new opportunities, it also was untested and created uncertainty. Many fledgling companies failed. It’s a different story today. Arm, as well as Cadence and Synopsys, are silicon IP suppliers and the segment’s yearly revenue tops $4 billion, a long way from those early garage startup days.

ESD Alliance member CAST, a silicon IP provider since 1993, participated in the remarkable growth and impact on the semiconductor industry. Nikos Zervas, CAST’s CEO, and I discuss those early days of the IP business and what’s ahead.
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