Siemens’ update on US China EDA ban – and I have thoughts. Of course I do.
Siemens’ update on US China EDA ban – and I have thoughts. Of course I do. If you recall, last week, the news broke that the US Bureau of Industry and Security (part of the Department of Commerce) had sent letters to Cadence, Siemens, and Synopsys telling them...
Let’s talk about AI
Let’s talk about AI I’m seeing two very different strategies as engineering/design/manufacturing/construction companies think about artificial intelligence: On the one hand, many bigger companies have teams (usually in IT) who stay on top of machine...
US government tells vendors to stop selling EDA in China
US government tells vendors to stop selling EDA in China During the Synopsys earnings call on Wednesday, an investor asked management if they knew about the Trump administration’s letter telling EDA vendors to stop selling in China. Synopsys said no, it...
US FTC weighs in on Synopsys + Ansys, enters public comment period
US FTC weighs in on Synopsys + Ansys, enters public comment period Late yesterday, the US Federal Trade Commission said that it would approve Synopsys’s acquisition of Ansys if the companies divest specific assets that the FTC believes could otherwise lead to...
Siemens, Graitec, Trace One, Procore all do deals; Synopsys+Ansys still not closed
Siemens, Graitec, Trace One, Procore all do deals; Synopsys+Ansys still not closed I’m still digging out from under the news that accumulated while I was on vacation. Still, I already see that there were (of course) more PLMish deals announcemed over the last...
FARO to be acquired for $920 million
FARO to be acquired for $920 million News came this morning that AMETEK, Inc. is going to acquire all outstanding shares of FARO Technologies’ common stock for $44 per share in cash, for a total of around $920 million — and that per share price is roughly...
Hannover Messe: Manufacturing’s big show
Hannover Messe: Manufacturing’s big show Over the last few weeks, I’ve been briefed by a lot of PLMish companies about what they’d be showcasing at Hannover Messe, the giant trade fair in Germany that looks at all things smart manufacturing. Almost...
5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my
5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my There is a LOT going on, so it’s time for a catch up. Earnings season is about to start again, and we’ve already had one early report: Hexagon...
