Tackling EDA’s Broken Business Model: Blaze DFM CEO Jacob Jacobsson (Part 2)

SM: You have seen , I have been endlessly beating on Cadence and Synopsys on this issue. What has created this dynamic? Why is EDA so undervalued in general? JJ: When you sell software the cost of goods is almost zero. When I was working with semiconductors, we could always point back and say there

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Tackling EDA’s Broken Business Model: Blaze DFM CEO Jacob Jacobsson (Part 1)

There is a common phrase, ‘don’t bite the hand that feeds you’. Business, high tech business in particular, has a series of interdependencies which have evolved into an ecosystem. This is particularly apparent in EDA, where Intel and AMD rely on the tools provided by EDA vendors to design a chip.

Infineon: Industrial and Automotive business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Infineon: Company Overview

By Vijay Nagarajan, Guest Author We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker.

ST Microelectronics: Wireless Business

By Vijay Nagarajan, Guest Author The JV with NXP has given STM the scale to succeed in the mobile wireless space. Putting its weight behind the convergence movement, the company plans to leverage its full suite of wireless solutions to enable the advanced mobile devices coming out of the Nokia stables among others. Let us

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ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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ST Microelectronics: Financials

By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.

ST Microelectronics: Overview

By Vijay Nagarajan, Guest Author ST Microelectronics (STM) has been making steady progress in the wireless world. Last month, it decided to merge its wireless assets with NXP to form a JV that is now the third-largest wireless semiconductor company in the world. As we continue our vendor matrix study, we will dissect STM this

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