The reality of AI: Costs and adoption challenges
The reality of AI: Costs and adoption challenges I’ve come across two interesting reports that highlight how confusing the world of AI is right now — token prices aren’t doing what we thought they would. Adoption also hasn’t yet had the effects...
PLMish earnings so far: mostly cautious but upbeat
PLMish earnings so far: mostly cautious but upbeat Bentley Systems and Trimble reported results yesterday, so while we have weeks to go still in this earnings season, it seems reasonable to do a recap of the main themes so far. As you may know, I listen to a lot of...
Desktop Metal files for bankruptcy protection
Desktop Metal files for bankruptcy protection In case you’re just tuning in, there is a long saga of consolidation in the additive manufacturing space. Nano Dimension tried to buy Desktop Metal and Markforged and ultimately succeeded, but has been rebuffed by...
It’s done: Ansys is part of Synopsys
It’s done: Ansys is part of Synopsys We knew it was coming, but it’s still a bit of a shock: Synopsys announced today that has completed its $35 billion acquisition of Ansys. Synopsys CEO Sassine Ghazi said, “Today marks a transformational milestone...
Autodesk says it’s sticking to tuck-in acquisitions
Autodesk says it’s sticking to tuck-in acquisitions And the news just keeps coming on what is supposed to be a sleepy summer Monday … unless you’re in France, where it’s Bastille Day. Autodesk just released a filing to the SEC (here on...
China finally grants approval for Synopsys+Ansys
China finally grants approval for Synopsys+Ansys Reuters and other news outlets are reporting that the Chinese State Administration for Market Regulation (SAMR) has approved Synopsys’ acquisition of Ansys, subject to the following conditions: Synopsys must...
Bloomberg: Autodesk thinking about buying PTC
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...
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...
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...
