tag: business

EDA, IP Show Surprising Strength
By Ed Sperling - 06 Oct, 2020 - Comments: 0

EDA and IP revenue surged 12.6% in Q2 to $2.78 billion, up from $2.47 billion in the same period in 2019, according to a just-released report. That growth occurred in all regions, as well. What's surprising about the report is just how strong sales were in the midst of the COVID-19 pandemic. "Revenue was up strongly from Q1, and there was enormous growth," said Wally Rhines, executive spo... » read more

Deals That Change The Chip Industry
By Ed Sperling - 28 Sep, 2020 - Comments: 0

Nvidia's pending $40 billion acquisition of Arm is expected to have a big impact on the chip world, but it will take years before the effects of this deal are fully understood. More such deals are expected over the next couple of years due to several factors — there is a fresh supply of startups with innovative technology, interest rates are low, and market caps and stock prices of buyers ... » read more

RISC-V: What’s Missing And Who’s Competing
By Ed Sperling - 23 Sep, 2020 - Comments: 0

Part 2: Semiconductor Engineering sat down to discuss the business and technology landscape for RISC-V with Zdenek Prikryl, CTO of Codasip; Helena Handschuh, a Rambus Security Technologies fellow; Louie De Luna, director of marketing at Aldec; Shubhodeep Roy Choudhury, CEO of Valtrix Systems; and Bipul Talukdar, North America director of applications engineering at SmartDV. What follows are exc... » read more

DRAM, 3D NAND Face New Challenges
By Mark LaPedus - 21 Sep, 2020 - Comments: 1

It’s been a topsy-turvy period for the memory market, and it's not over. So far in 2020, demand has been slightly better than expected for the two main memory types — 3D NAND and DRAM. But now there is some uncertainty in the market amid a slowdown, inventory issues and an ongoing trade war. In addition, the 3D NAND market is moving toward a new technology generation, but some are enc... » read more

The Battery Problem
By Ed Sperling - 14 Sep, 2020 - Comments: 2

The fires sweeping the West Coast of the United States point to the need for a whole different way of managing power on both a macro and a micro level. Since the millennium, the power demand from data centers and from mobile devices has been climbing steadily. There are roughly 7.8 billion people on the planet, up from 6.115 billion people in 2000, according to the World Bank. Many of them o... » read more

Huawei: 5G Is About Capacity, Not Speed
By Ed Sperling - 18 Aug, 2020 - Comments: 3

Paul Scanlan, CTO of the Huawei Carrier Business Group in Huawei Technologies, sat down with Semiconductor Engineering to talk about 5G, which use cases are attractive and why, and how that compares with previous wireless technologies. SE: Where are you seeing 5G, and how do you see this rolling out both for sub-6GHz and millimeter wave? Scanlan: 5G is a platform for transformation. The f... » read more

Rethinking Competitive One Upmanship Among Foundries
By Ed Sperling - 03 Aug, 2020 - Comments: 2

The winner in the foundry business used to be determined by who got to the most advanced process node first. For the most part that benchmark no longer works. Unlike in the past, when all of the foundries and IDMs competed using basically the same process, each foundry has gone its own route. This is primarily due to the divergence of end markets, and the realization that as costs increase, ... » read more

A Virtual DAC Experience
By Brian Bailey - 24 Jul, 2020 - Comments: 0

This has been the first virtual conference for me, and I will say I was not sure what to expect. I did moderate a panel for it, but that was pre-recorded because the panelists did not care to be awake and performing live for what would have been 3 a.m. for them. I hosted a virtual happy hour, I conducted many interviews, attended sessions, keynotes and other events, but one thing stands out to ... » read more

EDA Strong, M&A Activity Up
By Ed Sperling - 20 Jul, 2020 - Comments: 3

The EDA industry is faring well in an era of COVID-19 and global uncertainty, and the numbers prove it. But the question being asked privately by a number of executives across the industry is whether growth will hold up beyond the first quarter of next year if a vaccine or treatment isn't ready. There are a lot of financial models based upon a variety of developments, and so far there is lit... » read more

Data Becomes Key For Next-Gen Chips
By Susan Rambo And Ed Sperling - 07 Jul, 2020 - Comments: 1

Data has become vital to understanding the useful life of a semiconductor — and the knowledge gleaned is key to staying competitive beyond Moore’s Law. What's changed is a growing reliance earlier in the design cycle on multiple sources of data, including some from further right in the design-through-manufacturing flow. While this holistic approach may seem logical enough, the semiconduc... » read more

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