2016 EDA Dead Pool
The most commonly asked question during conference calls with Wall Street of late is in regards to the massive consolidation the semiconductor industry is experiencing. How will the consolidation affect the Foundries? How will the consolidation affect EDA and IP? How will the consolidation affect the semiconductor industry in general? Good questions of course so let me share my opinions, observations, and experiences.
For me it is déjà vu 1980s all over again. Massive consolidation amongst the IDMs shocked the industry putting thousands of semiconductor professionals out of work. The result of course is the fabless semiconductor ecosystem we have today with hundreds of thousands of people driving the silicon based innovation that brought us all our clever mobile devices we have today. We really were like U.S. Marines back then: "Improvise, Adapt (and) Overcome!"
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