US Chip EDA sales can resume in China

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...
US Chip EDA sales can resume in China

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....
US Chip EDA sales can resume in China

Movement in the EDA/China saga?

Movement in the EDA/China saga? News is out this morning that some access to US EDA has been restored in China. I can’t find anything from the EDA vendors themselves, but various outlets (here, citing Digitimes, which is behind a paywall; here, a tweet in...
Let’s talk about AI 

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 Chip EDA sales can resume in China

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...
FARO to be acquired for $920 million

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

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...