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
- Ultra Ethernet MAC & PCS 100G/200G/400G/800G
- Ethernet PCS 100G/200G/400G/800G/1.6T
- Ethernet MAC 100G/200G/400G/800G/1.6T
- Junction Over-Temperature Detector with Linear Centigrade-to-Voltage Output - X-FAB XT018
- Performance P570 Gen 3
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
- Inside the SiFive Performance™ P570 Gen 3: High Performance Efficiency for Next-Generation Consumer and Commercial Applications
- What the steam engine can teach us about modern chip design
- Automotive silicon in the era of AI, functional safety, and cybersecurity
- JPEG XS Officially Joins GenICam, The Machine Vision Standard Managed By EMVA
- Beyond PCIe Compliance: Why Stress Testing Is Crucial for Edge AI Deployments