Cadence expands CAE portfolio with $3.25B MSC Software deal

Cadence expands CAE portfolio with $3.25B MSC Software deal

Cadence expands CAE portfolio with $3.25B MSC Software deal Cadence announced yesterday that it will acquire Hexagon’s Design and Engineering (D&E) business—including MSC Software—for €2.7 billion (~$3.25 billion). The deal is a mix of cash (€1.89 billion) and...
The reality of AI: Costs and adoption challenges

The reality of AI: Costs and adoption challenges

The reality of AI: Costs and adoption challenges I’ve come across two interesting reports that highlight how confusing the world of AI is right now — token prices aren’t doing what we thought they would. Adoption also hasn’t yet had the effects...
PLMish earnings so far: mostly cautious but upbeat

PLMish earnings so far: mostly cautious but upbeat

PLMish earnings so far: mostly cautious but upbeat Bentley Systems and Trimble reported results yesterday, so while we have weeks to go still in this earnings season, it seems reasonable to do a recap of the main themes so far. As you may know, I listen to a lot of...
Desktop Metal files for bankruptcy protection

Desktop Metal files for bankruptcy protection

Desktop Metal files for bankruptcy protection In case you’re just tuning in, there is a long saga of consolidation in the additive manufacturing space. Nano Dimension tried to buy Desktop Metal and Markforged and ultimately succeeded, but has been rebuffed by...
It’s done: Ansys is part of Synopsys

It’s done: Ansys is part of Synopsys

It’s done: Ansys is part of Synopsys We knew it was coming, but it’s still a bit of a shock: Synopsys announced today that has completed its $35 billion acquisition of Ansys. Synopsys CEO Sassine Ghazi said, “Today marks a transformational milestone...
Desktop Metal files for bankruptcy protection

Autodesk says it’s sticking to tuck-in acquisitions

Autodesk says it’s sticking to tuck-in acquisitions And the news just keeps coming on what is supposed to be a sleepy summer Monday … unless you’re in France, where it’s Bastille Day. Autodesk just released a filing to the SEC (here on...
It’s done: Ansys is part of Synopsys

China finally grants approval for Synopsys+Ansys

China finally grants approval for Synopsys+Ansys Reuters and other news outlets are reporting that the Chinese State Administration for Market Regulation (SAMR) has approved Synopsys’ acquisition of Ansys, subject to the following conditions: Synopsys must...
Desktop Metal files for bankruptcy protection

Bloomberg: Autodesk thinking about buying PTC

Bloomberg: Autodesk thinking about buying PTC Late yesterday, Bloomberg reported that Autodesk Inc. is weighing an acquisition of rival engineering-software provider PTC Inc., according to people familiar with the matter.PTC is also drawing interest from other...
Desktop Metal files for bankruptcy protection

US Chip EDA sales can resume in China

US Chip EDA sales can resume in China I genuinely dislike headlines like this, from Reuters this morning: “As trade war truce with China holds, US lifts curbs for chip design software and ethane,” because it very much sounds like the restrictions could be...
Desktop Metal files for bankruptcy protection

Uhoh: China may be blocking Ansys + Synopsys

Uhoh: China may be blocking Ansys + Synopsys According to a couple of news outlets (here and here, for example), Chinese regulators have now blocked Synopsys’s acquisition of Ansys because, the reports say, the US banned US EDA makers from selling in China....