( ESNUG 510 Item 3 ) -------------------------------------------- [03/01/13]
Subject: News & Rumors on Intel, Cisco, Gabe, Atrenta, Wally, EVE, Apache
ITEM 3: Here's the latest news & rumors I've heard about EDA and fabs since
my prior post. Feel free to comment/correct/scold anything you see here!
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- Big Silicon let out a collective panicky industrywide "GASP!" four
days ago when Intel said it's making 14 nm FinFET chips for Altera.
This means that TSMC, GlobalFoundries, Samsung, and UMC will now be
facing an Intel offering working 14 nm that's 24 to 48 months ahead
of them -- and it's cherry picking the lucrative fab deals. OUCH!!!
"This is very bad news for the big commercial fabs. FPGAs
are the high volume, high margin cash cow designs that keep
the line full and steady money coming in. For example, Apple
does this for Samsung. This new Altera 14 nm deal is the
Intel foundry scooping up the gravy dollars away from TSMC."
- Gary Smith of GSEDA (02/27/13)
Intel already fabs 22 nm for FPGA startups, Achronix and Tablua, plus
network uP house Netronome. This is Intel's first 14 nm fab deal.
Predictions are samples by 4Q13 and Intel will get 40% to 60% margins.
In exchange, with blazing 14 nm silicon, Altera will get to leapfrog
evil arch rival, Xilinx, that'll still be stuck in TSMC 20 nm. OUCH!
In other bad news for TSMC and Samsung, Bloomberg reports Intel's to
fab Cisco networking chips; and other sources say Apple's also in fab
talks with Intel -- to break away from Samsung. (And again, OUCH!)
---- ---- ---- ---- ---- ---- ----
- SAD QUOTE:
"Pope Benedict XVI has shown great courage in deciding to
retire while he can still do useful work in another function.
I am going to follow his steps."
- Gabe Moretti announcing that he's discontinuing
his GabeOnEDA.com on 02/28/13.
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- Rumor has it in PNR, upstarts Mentor Olympus-SoC and Atoptech are
making some new sales based on NOT replacing Synopsys ICC nor
Cadence EDI -- but instead their tools are working mix-and-match
WITH ICC or EDI -- that is, Olympus-SoC and Atop walk in and steal
half the customer PNR tool budgets from Aart and Lip-Bu. Ouch!
---- ---- ---- ---- ---- ---- ----
- The fact that Charlie Schadewitz, VP of Worldwide Sales at Atrenta,
has just now suddenly left the company is flaring up gossip that
Cadence is going to buy Atrenta for $150 million vs. Atrenta going
IPO -- "What sane VP of Sales would leave before an IPO cashout???"
BTW - Atrenta EDA sales hotshot, Craig Shirley, jumped from Atrenta
to join 0.5 billionare Dean Drako's IC Manage roughly 6 weeks ago.
Begs the question -- What do Charlie and Craig know that we don't?
Ironically, Atrenta's 2013 Sales Kick-off is this week. I wonder how
CEO Ajoy Bose is going to explain this? "We're merging with Cadence.
I'll be rich. And you Atrenta Sales guys will all be laid off once
you train CDNS Sales how to hustle SpyGlass to the customers! Yeah!"
---- ---- ---- ---- ---- ---- ----
- News of the Weird: A little over 6 months ago, Berkeley DA integrated
it's Analog FastSPICE into the cheapie Tanner EDA tool suit. That's
like Porsche saying its 911 parts are now available in Walmart. WTF?
---- ---- ---- ---- ---- ---- ----
- Europe's version of DAC is called DATE'13. It's coming up in Grenoble,
France on March 18th. It's attendance is wildly up/down: 2,200 to 800.
If in Northern Europe, DATE gets high attendance; Southern Europe, low.
"ST sends engineers to Dresden because it's very obviously work. If
Infineon sent engineers to Grenoble, their bosses say it's a vacation."
Still a great conference for latest in European EDA & Test.
If you can, while at DATE look up Gabriele Saucier, the Iron Lady of IP.
She's extremely sharp, feisty, has 1 zillion EDA patents, brilliant,
self-made, and doesn't take crap from anyone. Someone worth knowing.
---- ---- ---- ---- ---- ---- ----
- EDAcafe.com is still running EVE ZeBu banner ads even though Synopsys
bought out EVE a little over 5 months ago??? (See ESNUG 510 #6.)
---- ---- ---- ---- ---- ---- ----
- FUN QUOTE:
"Cadence Selects Alan Connor as Next CEO and Authorizes
up to $4 Million in Share Repurchase."
- title to a 10/24/12 Cadence, Inc. Press Release.
Cadence, Inc. is a Virgina medical device company.
---- ---- ---- ---- ---- ---- ----
- Remember that DV Club meeting being held on Valentine's Day in Milpitas
that was sponsored by Real Intent? My spies say that at the last minute
the Real Intent CEO, Prakash Narain, had rushed out and bought 150 red
roses -- one for each DV Club attendee! Talk about pre-sales service!
---- ---- ---- ---- ---- ---- ----
- FUN FACT:
The 2012 Worldwide DRAM sales
Samsung: ###################### $10.9 B (42.6%)
Hynix: ############# $6.4 B (25.2%)
Elpida: ####### $3.5 B (13.8%)
Micron: ###### $3.1 B (12.2%)
Nanya: ## $1.1 B (4.3%)
Winbond: # $0.5 B (2.0%)
Total 2012 DRAM sales were $26.59 billion (DRAMeXchange)
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- Sources tell me Apache/Ansys tried to present a "why Apache tools fit so
well with Ansys tools" 3D IC tech pitch at DesignCon'13. Apparently the
pitch needed 3 Apache and 3 Ansys employees! I hope they wore condoms.
---- ---- ---- ---- ---- ---- ----
- Oasys just announced that OneSpin 360 formal equivalence checking is now
bundled inside the Oasys RealTime RTL physical synthesis tool. "OneSpin
360 EC-ASIC is for synthesis verification, comparing two representations
of the same design before and after synthesis to ensure functional
equivalence." Outside of Cadence Conformal LEC, Calypto SLEC was the
big name in equivalence checking; how Calypto messed up and didn't snag
this obvious Oasys EC deal is a mystery....
---- ---- ---- ---- ---- ---- ----
- In an embarrassingly massive F#@% Y%# to Carl Icahn, who tried to do a
hostile takeover of Mentor Graphics back in May 2010 involving kicking
out Wally Rhines as CEO, chopping up MENT, and selling its parts to
Cadence -- yesterday Wally publically announced 2012 was yet another
banner year for MENT -- a record $1,088,727,000 in revenue. YAY, Wally!
---- ---- ---- ---- ---- ---- ----
- DEEPCHIP EXCLUSIVE: If you look around, a few other EDA news sites are
offering a simple $50 off on the CDNlive'13 registration; but if you
use the promo code DCPCDN13 at this link, you'll get a full $99 off
as a backdoor past-the-deadline Early Bird special! See ya there!
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And again, feel free to comment/correct/scold/question anything you see here
by just emailing me directly. And, yes, you'll be ANONYMOUS!
- John Cooley
DeepChip.com Holliston, MA
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