Semiconductor, EDA Industries Maturing? Wally Disagrees
Wally Rhines (President and CEO of Mentor, A Siemens Business) has been pushing a contrarian view versus the conventional wisdom that the semiconductor business, and by extension EDA, is slowing down. He pitched this at DVCon and more recently at U2U where I got to hear the pitch and talk to him afterwards.
What causes maturing is saturation – the available market that can be divided among providers doesn’t have much room to grow, or rather will grow only relatively slowly. That triggers consolidation – you eat your competitors, they eat you, or you shrivel up and die because you’re too small to compete. The big guys continue to make money through efficiencies of scale, aka laying off a bunch of people in duplicated functions after a merger. So for some (eg Mark Edelstone at Morgan Stanley in late 2015), the wave of consolidations in semiconductors pointed to a maturing industry.
To read the full article, click here
Related Semiconductor IP
- Chiplet Die-to-Die Interconnect IP Solution
- High speed MACsec Engine 100G/200G/400G/800G/1.6T
- Temperature/Voltage sensors
- AMBA Bus Host to eSPI Controller/Target
- AMBA Bus Host to eSPI Controller
Related Blogs
- EDA AI Agents: Intelligent Automation in Semiconductor & PCB Design
- Dr. Wally Rhines on global EDA industry
- Dr. Wally Rhines on global semiconductor industry outlook 2013
- Next wave of design challenges, and future growth of EDA: Dr. Wally Rhines
Latest Blogs
- Embedded Security explained: Advanced Encryption Standard (AES)
- Cadence Demonstrates PCIe 8.0 PHY at PCI-SIG DevCon 2026
- Cadence Achieves Successful Silicon Validation of 1st IP Test Chips on Intel 18A
- From Classical CAN and CAN FD to CAN XL: Functional Safety and Security for Next-Generation In-Vehicle Communication
- Accelerating Embedded Memory Performance with 16-bit xSPI PSRAM IP