tag: business

What’s The Best Way To Sell An Inference Engine?
By Bryon Moyer - 16 Jan, 2025 - Comments: 0

The burgeoning AI market has seen innumerable startups funded on the strength of their ideas about building faster, lower-power, and/or lower-cost AI inference engines. Part of the go-to-market dynamic has involved deciding whether to offer a chip or IP — with some newcomers pivoting between chip and IP implementations of their ideas. The fact that some companies choose to sell chips while... » read more

EDA Revenue Hit Record High In Q3
By Ed Sperling - 14 Jan, 2025 - Comments: 0

EDA and IP revenue increased 8.8% in Q3 2024, dragged down from the double-digit growth of recent quarters by a softening in sales to China, according to the most recent report by SEMI. For more than a decade, China's growth propped up the entire tools industry, reporting consistent double-digit growth growth that reached as high as 40% quarter over quarter. But with ongoing trade restrictio... » read more

Startup Challenges In A Changing EDA World
By Brian Bailey - 13 Jan, 2025 - Comments: 0

The Electronic Design Automation (EDA) industry is a mature industry, but it's also one that is constantly changing. Each process node and packaging technology advancement places new demands and constraints on existing tools. In addition, changing design problems and paradigms transform how design teams operate, and the goals they target. For a relatively small industry, EDA requires a dispr... » read more

GenAI + Semiconductors + Humanity
By Barry Pangrle - 25 Nov, 2024 - Comments: 0

Silicon Catalyst held its 2024 Semiconductor Industry Forum in Mountain View, CA, at the Computer History Museum on November 13th. Richard Curtin, managing partner for Si Catalyst, opened the event by thanking David House, vice chair of the Board at the Computer History Museum and creator of the 4004 processor, and the CHM staff for hosting the event. Richard talked about the start of se... » read more

The State Of The EDA Industry In 2024
By Bob Smith - 21 Nov, 2024 - Comments: 0

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
By Ed Sperling - 07 Oct, 2024 - Comments: 0

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
By Bryon Moyer - 23 Jul, 2024 - Comments: 0

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
By Brian Bailey - 27 Jun, 2024 - Comments: 1

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?
By Brian Bailey - 16 May, 2024 - Comments: 0

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
By Adam Kovac - 16 May, 2024 - Comments: 0

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

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