( ESNUG 600 Item 5 ) ------------------------------------------------------- [03/10/26]

Subject: Users doubt CDNS ChipStack and Siemens Questa One AI will allow outside tools

 Subject: CDNS bigwig surprise endorses Real Intent tools into Cadence AI flow
      
  Cooley: I get it.

          So ... Paul [Cunningham]... does your CDNS Jasper manager
          talk to you at all?  ...  Does he know that you're doing stuff with
          Real Intent AI wise?

    Paul: Yes.

  Cooley: How come he's not chewing you out?  He's the Jasper manager!!!?

    Paul: Per the point, our Cadence AI is not actually with a prison mindset.
          In the end it's about making our EDA customers successful.  So, I
          have a Jasper CDC solution.  I have a Jasper lint solution, right?  

  Cooley: Right, right.

    Paul: But also, you know, several of my most important and respected 
          customers see real value in what Real Intent is offering -- and I'll
          happily partner with Prakash to make sure that his technology can 
          work with our CDNS simulator and our formal Jasper tool for those
          customers.

  Cooley: Wow.

    Paul: Competition is a good thing.  I'm not going to stop investing in
          really trying to differentiate my own Jasper CDC and Jasper lint
          solution... but I see nobody wins by my CDNS not collaborating
          also with everything that Prakash has...  he has enough headwinds
          of his own.  I've done my own startup too, okay.

          I think it's phenomenal what Prakash is doing at Real Intent.

  Cooley: So, Paul,... you have a "liberal" AI prison?
    Paul: I guess ... well ... or maybe our CNDS AI is just not a prison!

    - from CDNS bigwig surprise endorses Real Intent into Cadence AI flow

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Holy XXXX!

    An EDA GM who finally gets it when it comes to interoperabilty and openness!

    I don't XXXX-ing believe it!
    
        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    That was a coup for Prakash to get his Real Intent inside the Cadence AI flow.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    We send a big cheer for Prakash in this.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    If I were the Cadence Jasper marketing manager, I would have personally issued
    a fatwa against Paul for what he said against Jasper on that panel.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    I saw this live on stage at DAC.

    At the time, Paul really rocked it with our verification guys when he said his
    Cadence Verification AI flow was open the non-Cadence tools.
   
    But now that CDNS has acquired ChipStack.ai, does all this openess go away?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Can you ask Paul Cunningham if the Cadence ChipStackM flow is equally open?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Before Anirudh bought out ChipStack, it used to run with both Cadence Xcelium and
    Synopsys VCS; and Cadence Jasper and Synopsys VC Formal.

    Is the "new" Cadence ChipStack locked into Cadence-only verification tools?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    What's the story on Cadence ChipStack?

    Is it also open?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Ask if Cadence ChipStack can run with Siemens ModeSim?  Or Synopsys VCS?

    Can it run with Synopsys VIP?  Or Synopsys Spyglass?

    Can it run with Siemens Veloce?  What about Siemens Tessent?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    My mgnt wants a detailed list of all the 3rd party tools ChipStack can run.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Does ChipStack run with Palladium?  Or Veloce?  Or Zebu?  Or HAPS?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    My VP of Engineering has concerns that this ChipStack under new owners may not be
    as open as the prior Cadence Verification AI flow.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    What is happening with the old Cadence AI flow?

    Is it being junked?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    It'll be interesting if Anirudh's ChipStack favors Xcelium over VCS.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Are the Real Intent Meridian tools in the new Cadence ChipStack flow?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Hey, John,

    Do you know how much Anirudh paid to acquire ChipStack.ai?

        - [ A Wall St EDA analyst ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Will ChipStack be equally open now that Cadence acquired it?

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    We're worried that ChipStack will End-of-Life its support for non-Cadence tools.

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    My DFT test guys have questions if Cadence will allow the Siemens Tessent inside
    the ChipStack AI flow.

    Will we be forced to use Cadence's Genus, Modus, and their untested SLM instead?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    What specific DFT tools are going to be supported in Cadence ChipStack?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

  Cooley: [Amit] so how about Real Intent in your AI flow, yes or no?

    Amit: Again, our Siemens AI flows are completely open.  I don't know 
          specifically if Real Intent's in our flow? 
          I don't know specifically.

 Prakash: We [Real Intent and Siemens AI] have a good working relationship.
      
    Amit: Okay, good working relationship... we're open.  

 Cooley: OK, all right.   So, "liberal" (Cadence), "no comment" (Synopsys),
         and "we're nice to each other" (Siemens).

   Amit: We're Canadian.

    - from CDNS bigwig surprise endorses Real Intent into Cadence AI flow

            ----    ----    ----    ----    ----    ----    ----    ----    ----

     Hey, John,

     If you look at the recent Siemens announcements about their Questa One Agentic AI
     flow, they only mention their Siemens ModelSim, their Siemens Tessent, their Siemens
     Voloce CS, and their Siemens SFV (OneSpin) tools as being supported.

     With zero mention of interoperability with any other non-Siemens EDA tools.
      
     Also it's supporting Siemens linting, CDC, Debug; with zero mention of Real Intent.

     You may want to ask Amit if he got lied to by his own verification AI people.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Sorry to email you twice on this.
     
    After seeing the Siemens Monday press announcement today, my mgnt now also wants a
    detailed list of all 3rd party tools Questa One AI can run.

        - [ An EDA user ]

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Does the new Questa One Agentic AI stuff support non-Siemens EDA SW?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Can I run VCS and/or Xcelium in Questa One AI?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    We have a lot of Palladiums installed.

    Does the new Questa One Agentic drive Cadence Palladiums?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Can we run Real Intent inside the new Questa One AI flow?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    Why do all the Siemens articles about their Questa One Agentic AI not mention any
    hooks to Cadence, Synopsys, nor Real Intent tools?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

    If we use Questa AI are we locked into a Siemens-only tool flow?

            ----    ----    ----    ----    ----    ----    ----    ----    ----

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