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...

read more

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....

read more

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....

read more

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...

read more

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...

read more

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....

read more