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EDA industry at crossroads, execs say

Posted: 15 Jun 2004 ?? ?Print Version ?Bookmark and Share

Keywords:eda? asic?

It's not your father's EDA industry anymore, according to industry experts.

The challenges posed by 65nm chip designs is forcing cooperation, disintegration and re-integration of the industry, according to panelists at the EDAC business forum held at the Design Automation Conference (DAC).

"We are at the crossroads of a massive transition," claimed Synopsys CEO Aart de Geus. "Point solutions won't do anymore, they need to work within the design flow."

Growth will come at the fringes of the industry, said PDF Solutions founder John Kibarian. "When we came on the scene in the late 90s we were not on anybody's radar screen. Now everybody wants to talk to us," said CEO Kibarian, whose company specializes in the chip-yield portion of the design cycle.

Kibarian said that disintegration will happen. New material changes in next-generation ICs are forcing the hand of EDA vendors. "The manufacturing budget will be the money for the industry," said Bill Frericks, senior vice president of investment firm Davidson. He said only startups with a proven track record are attracting funding. He said venture capital funding for EDA startups is up 93 percent over last year.

"Yes, that's from zero base," countered de Geus.

Ronnie Vasishta, an executive at LSI Logic, said design starts for ASICs are rising dramatically and pinned that on the fact that LSI is using more structured ASICs. Doing things differently, he conceded, is becoming a requirement for cost reasons. "It is difficult to shed the ways one is used to doing things. There is a need to explain to all your partners what needs to be done."

- Nicolas Mokhoff

EE Times





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