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

Week In Review: Design, Low Power


Arm filed its registration statement for a highly anticipated IPO. Chip industry heavyweights Apple, Samsung, NVIDIA, and Intel are all expected to invest. Find the SEC filing here. Taiwan’s National Science and Technology Council (NSTC) laid out a 10-year initiative to bolster its IC design market share to 40% worldwide by 2033, with the first year’s budget of US $376 million. The sh... » read more

2023 Open Source Risk In M&A By The Numbers


Learn how an open source audit can reduce your security risk Here’s what we know: Most of today’s codebases contain open source components. Vulnerabilities and licensing issues in codebases are as pervasive as open source itself. Unpatched software vulnerabilities are one of the biggest cyberthreats organizations face. Failure to comply with open source licenses can put... » read more

Keysight Acquires Cliosoft


Keysight announced today that it has acquired Cliosoft, adding IP data management and design data to its EDA portfolio. The deal comes at a time when chip designs are becoming more heterogeneous and customized, making it more difficult to keep track of a growing number of IP assets. What works for one market or sub-market may not be optimal for another. That could include everything from di... » read more

Week In Review: Manufacturing, Test


President Biden signed an executive order on Sept. 15, limiting foreign investments in U.S. technology by "competitor or adversarial nations" that are deemed a threat to national security. In the past, the Committee on Foreign Investment in the United States (CFIUS) largely limited its actions to the sale of U.S. companies. The new directive expands that to include investments involving "U.S. s... » read more

Rambus To Buy Hardent


Rambus inked a deal to buy Hardent, an engineering services company, in order to accelerate Rambus' push into the CXL arena. Compute Express Link (CXL), developed primarily by Intel before being turned into an open industry standard, allows memory to be disaggregated within a data center and shared across multiple servers. This, in turn, lets data centers control how critical resources are a... » read more

Behind The Intel-GlobalFoundries Rumor


A Wall Street Journal report that Intel is looking to buy GlobalFoundries has sparked discussions across the industry. But what exactly this would mean, and why now versus a couple years ago, needs some context. There are layers upon layers of irony behind this would-be deal, and it dates back decades to some rather famous encounters. Consider former AMD CEO Jerry Sanders' 1991 comment that ... » read more

When It Makes Sense To Perform An Open Source Audit


Today's software is not created so much as assembled. The parts that serve as ingredients come from a variety of sources, but mostly from the millions of open source components freely available on the internet. This has enabled a digital transformation in several industries, helping market leaders speed their time to market, lower costs, and improve innovation. But what are the licensing and... » read more

An Acquisition To Streamline SoC Integration


Late last year Arteris IP closed its acquisition of Magillem assets, bringing together two companies with a single mission: To support integration of systems-on-chip (SoCs) at the interconnect fabric level and the data integration level. The value of joining forces has been appealing for some time. Since the early days of both companies, we’ve been working with mutual customers and integratio... » read more

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