Mentor Graphics Should Be Acquired or Sold: Carl Icahn COUNTERPOINT
Daniel,
On Jan 20th, you criticized that the EDA models are all broken and need to change. Ridiculing Synpsys, Cadence, Mentor and Magma for not agreeing to 'pay for success' type of model (some form of royalties).
On Feb 14th, you state that Icahn doesn't understand EDA and should stay out. Maybe he is seeing the same issue you have stated. The business models are not correct and do not maximize shareholder returns. Unfortunate for Mentor that over the past x yrs, besides a Cadence hostile takeover attempt, several hedge funds started to become active with Mentor stock. Once this trend started, Mentor became the low hanging fruit with higher visibility and a higher probability for return on their investment. This return might be on short 'buyouts' of this funds (pay them to leave) or longer term hostile activities.
To read the full article, click here
Related Semiconductor IP
- Power-OK Monitor
- RISC-V-Based, Open Source AI Accelerator for the Edge
- Securyzr™ neo Core Platform
- 112G Multi-SerDes
- SHA3 Cryptographic Hash Cores
Related Blogs
- Mentor Graphics Should Be Acquired or Sold: Carl Icahn
- Mentor Graphics 1 : Carl Icahn 0!
- Mentor 2 : Carl Icahn 0
- The Mischievous Manoeuvrings Of Carl Icahn
Latest Blogs
- Why Anti-tamper Sensors Matter: Agile Analog and Rambus Deliver Comprehensive Security Solution
- Automotive Ethernet with Comcores – Safety, Quality and ASIL certification of IP
- A Comparison on Different AMBA 5 CHI Verification IPs
- Cadence Recognized as TSMC OIP Partner of the Year at 2025 OIP Ecosystem Forum
- Accelerating Development Cycles and Scalable, High-Performance On-Device AI with New Arm Lumex CSS Platform