Schnitger Corporation

Strategic Discovery — Market Research & Insight

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 industry players, and no final decision has been made...

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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 reversed at any time. But for now, the U.S....

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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. Shares of Synopsys and Ansys are both down on the news....

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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 English discussing a Chinese blogger's post...

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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 learning, large language models, and...

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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 40% above FARO's closing price on May 5, 2025....

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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 130,000 people attended this year to hear from 4,000...

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PTC acquires IncQuery Group for ALM business

PTC also announced an acquisition today, one that appears more of a tuck-in than a new-industry-maker: It has acquired IncQuery Group, which offers application lifecycle management (ALM) and systems engineering products and services. Neil Barua, PTC's CEO, said, "The...

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Siemens + Altair = done deal

Finally! This morning, Siemens announced that it completed the acquisition of Altair Engineering for an enterprise value of $10 billion. Siemens' CEO Roland Busch said, "We welcome the Altair community of customers, partners and colleagues to Siemens ... Through the...

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UK regulator approves Synopsys+Ansys

Super quick while we wait for more details: Reuters just reported that the UK's Competition and Markets Authority won't seek further review of Synopsys' proposed acquisition of Ansys, in effect approving the deal. The article says that the regulator accepted "certain...

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