EDA and IP Industries Face Dickensian Quandary – Will Value Win Over Complacency?

Fundamental changes are changing the value of EDA and IP, but not for the better. Will AI be the game changer?

System Companies Shake Up Semis with Middle Man Cuts, Vertical Shifts, and More

The economic death of Moore’s Law brings a simpler semiconductor value chain, the rise of system companies, software ownership, cuts to the middle man, vertical shifts, and IP M&As.