( ESNUG 514 Item 3 ) -------------------------------------------- [11/16/12]
Subject: News & Rumors on TI OMAP, Amazon, Pyxis, Kilopass, GloFo, 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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- You know that deal where Amazon is buying TI OMAP to keep in Kindles?
(The Israeli financial newspaper "Calcalist" reported it last month.)
I just heard that the deal was off between Amazon and TI for OMAP.
Too pricey and too much headcount -- until yesterday's TI cut of 1,700
mostly OMAP people -- to make it more affordable to buy. To be specific
the rumor is TI cut all the OMAP 6 guys, but kept the OMAP 4 & 5 guys.
Amazon has already concluded they need to do an Apple and get their
own version of an A6. See all the Kindles on the Lab126 web site?
If not OMAP, look for some PA Semi/Intrinsity-like acquisitions coming
soon! If you think about it only Apple and Amazon have a device
plus a retail distribution channel. This might be the next new
high tech business rivalry in the making.
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- In a funny twist, Mentor announced that On Semiconductor had done a
bunch of tapeouts using MENT's Pyxis Custom IC Router. At CDNlive'10,
On Semi gave a talk on layout migration and yield optimization using
Cadence Virtuoso Layout Migrate. Now what used to take 2 weeks, takes
only 1 day, 10X productivity improvement, 8 weeks off of tapeout
schedules -- according to the On Semi folks. Ouch!
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- EDAC reports overall, 2Q12 EDA revenues increased 10.8% compared to
the same period in 2011. Total revenue for 2Q12 was $1.593 billion.
Here's how it broke out:
Frontend EDA : #################### $621 m (39%)
Backend EDA : ########## $335 m (21%)
Silicon IP : ############# $414 m (26%)
PCB/MCM : ##### $143 m (9%)
services : ## $80 m (5%)
N. America grew 13%, Japan 1.8%, Europe 6%, PacRIM 17.5% YAY, EDA!
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- Programmable memory IP wars, Aug 17th Sidense wins summary judgement
in court for all 3 Kilopass patents. Aug 18th Kilopass files appeal.
Oct 3rd Sidense press release says court "dismissed with prejudice
all of Kilopass' remaining business tort claims against Sidense."
Oct 5th Kilopass release says a new appeal filed on "overwhelming
expert infringement evidence that should go to the jury."
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- A San Jose company let tip GlobalFoundries 10 nm production with:
"Intermolecular, Inc. today announced that GlobalFoundries
and IBM will leverage Intermolecular's HPC, as the
companies work to speed development of manufacturing
technologies down to the 10 nm node."
14 nm is in '13 or '14, yet 10 nm production is already coming up!
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- Even at 18 months out from the Apache-Ansys merger:
"Okay. And if you had to strip that out though, what kind of
growth is Apache seeing on a core organic basis?"
- Gregory W. Halter - LJR Great Lakes Review
"It's in the upper teens to 20 percent range."
- James E. Cashman - CEO of Ansys, ANSYS Q3/12 Call
A classic EDA-does-good story -- i.e. Apache was a good investment.
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- Gossip is that Berkeley DA is now making some serious $$$ because an
anyone-but-Synopsys mindset has hit the SPICE customer base ever since
Aart bought out Rajeev and his FineSim. Exactly as predicted in:
"FineSim customers will start seeing their Synopsys salespeople
after the close in Q2 2012, who will tell them how their price
is going up dramatically. I suspect there will be very little
discounting considered by Synopsys." (ESNUG 497 #7)
That is, now that LAVA isn't discounting SPICE prices any more, and
Aart's raising prices on FineSim/HSPICE/HSIM/XA/CustomSim/NanoSim,
the customers are rebelling by going to BDA and Cadence and Mentor;
with BDA getting the most of the new sales.
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- The public relations people for Real Intent, Inc. are all super gushy-
gushy excited because their client's web page has a "bold new look" and
a new company logo!!! [INSERT YAWN HERE] Let's talk when Prakash and
Graham have a new tool or some new stuff in their existing tools.
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- Synopsys just announced their new memory test and repair DW IP for
20 nm and FinFET chips. The surreal thing is I got this story from
the web page of the Sacramento Bee newspaper. (WTF?)
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- FUN QUOTE:
"The cost of emulation has decreased. It's now 2 orders of magnitude
less expensive than simulation on a cost-for-verification-cycle
basis and 3 orders of magnitude lower power."
- Wally Rhines, CEO of MENT, on emulation growth (02/28/12)
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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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