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...
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....
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...
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...
