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Category Archives: semiconductor
One hit wonders
Venture capitalists have the concept of a zombie. Just like in the movies, a zombie company is one of the living dead. It is a company that is not burning through cash, and so is not going to go bankrupt … Continue reading
Posted in management, semiconductor
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Semiconductor is not EDA
Executives from semiconductor companies regularly arrive in EDA companies convinced that their years of experience as customers mean that they understand the EDA business. Software people just need some of the discipline of semiconductor design, which the executive has plenty … Continue reading
Posted in management, semiconductor
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Recutting the semiconductor pie
Qimonda, the memory spinout from Infineon, itself the semiconductor spinout from Siemens filed for bankruptcy today. This is not all that significant for EDA since memory companies have few designs and enormous volumes. Larry Grant, the corporate counsel when I … Continue reading
Posted in semiconductor
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What did Moore really say?
Every EDA marketing presentation starts off by pointing out that Moore’s law is making some problem worse. Of course, just the problem that the EDA product pitched in the rest of the presentation is designed to solve. Everyone sorta knows … Continue reading
Posted in semiconductor
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