I know I have a lot of readers from the EDA industry. Once a hotbed of innovation, entrepreneurship, and wealth creation, it is an industry that is now moribund. VCs and angel investors have all but abandoned the industry, and those private companies that exist find it difficult to create lucrative exits, a phenomenon that
Fred and Sramana discuss applications and workloads that are moving to the clouds, integration, business models and more.
All four major EDA players recently announced their results which, as expected, were not too encouraging. In this piece, we will provide an analysis of the industry’s recommended moves for the immediate future.
Putting all speculation to rest, Cadence today named its new CEO. Lip-Bu Tan will be running the company. Tan has been on the board of Cadence for five years. Here are further details from EE Times and DeepChip.
SM: Is TSMC making overtures to acquire you? JJ: You have to ask them that. I don’t think either party has an interest in that kind of setup today because we want to see how this plays out. It is not something we are talking about actively.
SM: How did you convince TSMC that your process works and that you should get paid for it? JJ: TSMC would not endorse something like this without verifying it was sustainable.
SM: How are you charging for your software? Are you competing for EDA dollars? JJ: We recently made an announcement with TSMC, and I think this is the way we will continue to do business.
SM: Can you talk about Blaze’s value proposition and business model? JJ: We change the way a process works from an insider’s point of view. You have certain manufacturing processes with certain leakage, power, and performance characteristics. We change those to something more favorable.