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    by Published on 01-31-2013 07:00 PM
    1. Categories:
    2. General
    content/attachments/6075-processroad.jpg

    What is the biggest challenge facing an EDA startup today? By a startup, I mean a brand new company, not a company that already has a few customers and is either on a fast path to success or a slower path whereby the company can continue to grow slowly forever.

    Obviously, one challenge is the funding environment. Since EDA acquisitions have typically ...
    by Published on 01-25-2013 11:39 AM
    1. Categories:
    2. ARM,
    3. General
    content/attachments/6023-tim-cook-010.jpg

    Apple's stock is down 10% after they announced "disappointing" results. They are only disappointing in the sense that some analysts expected even bigger profits. At $13.08 billion it is the largest quarterly profit for any corporation that is not in the oil business ever. According to wikipedia, even the oil companies only ever managed 3 quarters where they made ...
    by Published on 01-24-2013 07:40 AM
    1. Categories:
    2. ARM,
    3. General
    content/attachments/6003-ic-1958.jpg

    The Wireless Business Unit (WBU) from TI was created in the mid 90’s to structure the chip business in wireless handset made with customers like Nokia, Ericsson or Alcatel. I had a deep look at the WBU results: quickly growing from $1B in 2000 to reach about $5B in 2005… to finally decrease by 70%, down to $1.3B in 2012.

    Let’s make it clear: TI is a great company, which has enabled the modern SC industry as we know it today, based on “Integrated” Circuit (invented by Jack Kilby in 1958). TI is also a company I had the great opportunity to work with, able to train a pure ASIC designer ...
    by Published on 01-20-2013 06:00 AM
    content/attachments/5955-ste1.jpg

    I came across an interesting white-paper from ST Ericsson on two topics: multi-processors in mobile platforms and FD-SOI. FD-SOI is the ST Microelectronics alternative to FinFETs for 20nm and below. It stands for Fully-Depeleted Silicon-on-Insulator. But I'm going to save that part of the white-paper for another blog entry and focus on the mobile stuff here. By the end of this blog entry you will see why these two seemingly ...
    by Published on 01-18-2013 02:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Cadence,
    4. Mentor,
    5. Synopsys
    content/attachments/5950-yawn.jpg

    We will soon start to see the quarterly financial reporting installments of the “Big 3” public EDA companies. I predict they will be as boring as usual. I am not sure if I would want it any differently though.

    Back in the 90s there were times when it was truly interesting to wait to see what Cadence, Mentor, or later Synopsys, might announce. I still have my brass-plated ...
    by Published on 01-11-2013 09:26 AM
    1. Categories:
    2. Semiconductor Design
    content/attachments/5824-crystal-ball.jpg

    I was asked to make some predictions about the EDA, semiconductor and electronic systems markets for 2013. I decided that it would be more fun to make some plausible predictions, some of which will be right, rather than go for anodyne predictions ("Cadence will acquire a couple of startups") which are uninformative, ...
    by Published on 01-06-2013 06:30 PM
    1. Categories:
    2. General
    content/attachments/5762-eric-schmidt.jpg

    “It’s not like we started it,” said Larry. “After all the idea of going Thermonuclear was first broached by Steve to Eric ...
    by Published on 01-04-2013 09:33 PM
    1. Categories:
    2. Semiconductor Design
    content/attachments/5753-partsim.jpg

    I love all things SPICE so when I read a tweet tonight from @PartSim I just had to try out their Schematic Capture and SPICE circuit simulator in a browser. The site is www.partsim.com and all you need is a web browser and short registration process, then it's off to the Examples where I found a simple CMOS inverter and then extended it to be two inverters:


    ...
    by Published on 01-03-2013 07:30 PM
    1. Categories:
    2. General
    content/attachments/5740-eaten_apple2.jpg

    It seems only appropriate that at the beginning of the year we should look at who is going to be the next significant threat to Apple’s profitability machine. During Apple’s meteoric rise over the past 9 years (APPL share price: Jan-2004 @ $11 vs. Jan-2013 @ $550) different companies have been put up as Apple’s next significant threat or competitor. At various times we ...
    by Published on 01-01-2013 07:15 PM
    1. Categories:
    2. Semiconductor Design,
    3. Synopsys,
    4. GlobalFoundries
    content/attachments/5717-semicon_eco.jpg



    It has been a year since my article Semiconductor Landscape in Jan 2012 I wanted to look back into the major events over the year and then anticipate what’s in store going forward. What has happened over the year is much more than what I could foresee. Major consolidation in EDA space – Synopsys acquired Magma, SpringSoft, Ciranova, Eve; consolidation in semiconductor space – IBM acquired ...

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