Semiconductor IP Companies Still in Play
A recent EETimes article about memory IP vendors reminded me to follow up on my blogs about IP companies, which I believe are the best investments in semiconductor design today. It is a fluff piece, Mark LaPedus briefly mentions ARM, Synopsys, Virage Logic, and Denali, but his analysis is right on the mark. There is definitely money to be made in the semiconductor design enablement market, on companies with scalable (gain share) business models of course.
ARM has alienated the semiconductor foundries due to aggressive and sometimes questionable business practices. If and when there is a comparable product available, ARM will lose out, due to their arrogance more often than not. Intel is aggressively targeting the embedded processor business so I’m long term short on ARM. As I mentioned in “Wall Street Hates EDA” Synopsys is giving away IP, stifling innovation, and is treating the Semi IP market like a cat does a sandbox.
Related Semiconductor IP
- RISC-V CPU IP
- AES GCM IP Core
- High Speed Ethernet Quad 10G to 100G PCS
- High Speed Ethernet Gen-2 Quad 100G PCS IP
- High Speed Ethernet 4/2/1-Lane 100G PCS
Related Blogs
- Top 10 Semiconductor Companies Leaders Growth and Winners
- Special Report: Buying And Selling EDA Companies
- Is Intel the Concorde of Semiconductor Companies?
- How SerDes Became Key IP for Semiconductor Systems
Latest Blogs
- Why Choose Hard IP for Embedded FPGA in Aerospace and Defense Applications
- Migrating the CPU IP Development from MIPS to RISC-V Instruction Set Architecture
- Quintauris: Accelerating RISC-V Innovation for next-gen Hardware
- Say Goodbye to Limits and Hello to Freedom of Scalability in the MIPS P8700
- Why is Hard IP a Better Solution for Embedded FPGA (eFPGA) Technology?