The State Of The EDA Industry In 2024


In what has become a yearly custom, I recently spoke to Jay Vleeschhouwer, Managing Director of Griffin Securities, for an update on his view of the state of the electronic design automation (EDA) industry. My inquiries were based on his presentation at the 2024 Design Automation Conference (DAC). With his long background as an informed EDA industry follower, I knew it would be an enlightening ... » read more

EDA And IP Revenue Grow, But Markets Are Shifting


EDA and IP revenue grew 18.2% worldwide to $4.69 billion in Q2, year-over-year, with all product categories and regions reporting increases, but a drill down into the numbers shows some new pockets of growth and weakness The Asia/Pacific region exhibited strong growth once again, but the dynamics in that market have changed significantly. China is no longer the primary revenue generator for ... » read more

Legacy Process Nodes Going Strong


While all eyes tend to focus on the leading-edge silicon nodes, many mature nodes continue to enjoy robust manufacturing demand. Successive nodes stopped reducing die cost at around the 20nm node. “In the finFET era of processes, esoteric process requirements necessary to move technology forward with each generation have added significant cost and complexity,” explained Andrew Appleby, p... » read more

The Value Of Innovation


This week's Design Automation Conference is all about the new things that are going on in the industry, both challenges and opportunities. By this time this blog goes live, I will have moderated a panel about why EDA has not been open to disruption. While preparing for that, a number of thoughts emerged in my mind. First, we have to remember that EDA is a business whose role is to support th... » read more

Will Domain-Specific ICs Become Ubiquitous?


Questions are surfacing for all types of design, ranging from small microcontrollers to leading-edge chips, over whether domain-specific design will become ubiquitous, or whether it will fall into the historic pattern of customization first, followed by lower-cost, general-purpose components. Custom hardware always has been a double-edged sword. It can provide a competitive edge for chipmake... » read more

Power/Performance Costs In Chip Security


Hackers ranging from hobbyists to corporate spies and nation states are continually poking and prodding for weaknesses in data centers, cars, personal computers, and every other electronic device, resulting in a growing effort to build security into chips and electronic systems. The current estimate is that 60% of chips and systems have some type of security built in, and that percentage is ... » read more

Broad Impact From Accelerating Tech Cycles


Experts at the Table: Semiconductor Engineering sat down to discuss the impact of leading edge technologies such as generative AI in data centers, AR/VR, and security architectures for connected devices, with Michael Kurniawan, business strategy manager at Accenture; Kaushal Vora, senior director and head of business acceleration and ecosystem at Renesas Electronics; Paul Karazuba, vice preside... » read more

EDA Back On Investors’ Radar


EDA is transforming from a staid but strategic sector into a hot investment market, fueled by strong earnings and growth, a clamoring for leading-edge and increasingly customized designs across new and existing markets, and the rollout of advanced technologies such as AI for a range of tools that will be needed to develop new architectures with much greater performance per watt. A confluence... » read more

Respect? Confused


In a recent story, I talked about how EDA has gained respect in the financial markets, which is something it has failed to do for decades. EDA, in the eyes of Wall Street, had become a plodder through good times and bad, failing to achieve the growth shown by semiconductor companies or foundries, or the rapid rise to glory of other software companies. Of course, it never experienced the same de... » read more

How Is The Chip Industry Really Doing?


Throughout 2023, the general consensus among chip industry watchers was that IC sales were flat to down, fueled by market saturation for smart phones and PCs and excess inventory and capacity in DRAM and flash. But that doesn't tell the whole story, which is becoming highly nuanced and complicated. Unlike in the past, understanding how the chip industry is faring is no longer a simple math f... » read more

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