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Magma announces Silicon One strategy

September 7, 2011 Comments off

Rajeev Madhavan, chairman & CEO, Magma.

Rajeev Madhavan, chairman & CEO, Magma.

Magma Design Automation has introduced the Silicon One technology solutions for Magma users in India. This was announced by Rajeev Madhavan, chairman and CEO, Magma, on the sidelines of the MUSIC 2011 in Bangalore, India, this afternoon.

Silicon One aims at making silicon profitable, especially for Magma’s customers. It is a presentation of innovative solutions for advanced analog and digital design challenges. Magma outlined five technologies: Talus, Tekton, Titan, FineSim and Excalibur. The solutions work off a unified database for designing chips that combine analog, digital, memory, etc. Just about a week ago, Magma launched the global Silicon One seminar series in the US, Canada, Korea, China, Taiwan, Japan, Israel and Europe, from Sept. 20 to Nov. 10.

“We are making solutions that customers can use. The global EDA industry is currently worth $4.5-$5 billion today, growing at a rate of 10 percent.” As of now, 21 of the top 25 customers use Magma tools. It happens to be key EDA supplier to some household names in wireless.

Magma currently employs 696 people, of whom 77 percent are in application engineering or R&D. India has 220 (32 percent) employees as of now.

According to Madhavan, Silicon One is a platform of EDA solutions for emerging silicon. The three main pillars are: integration — with a unified data model comprising capacity, concurrent optimization and chip finishing; completeness — comprising full flow IP characterization, design implementation and design verification; and throughput — comprising concurrent analysis and verification.

Magma has built three categories of solutions. These are:

SoC/ASSP: Building killer applications with an entire SoC.
AMS: Building analog mixed signal chips for mobility market.
Memory: Building high-speed memory chips for consumer applications.

Madhavan added: “We are mapping Silicon One solutions to the market. We are touching every single point of the silicon. We are providing a series for platforms — such as digital design (Talus), analog verification (FineSim), analog design (Titan), digital sign-off (Tekton) and yield management (Excalibur). We have the opportunity to be a dominant yield management company.”

On possible Samsung-SanDisk deal; AMD’s fab-lite path

September 6, 2008 Comments off

Last week, the global semiconductor industry has been hearing and reading about two big speculative stories:

a) A possible acquisition of SanDisk by Samsung, and
b) A possible chance of AMD taking the fab-lite route.

First on Samsung’s buyout (possible) of SanDisk! There have been rumors of a possibility of Samsung acquiring SanDisk. While it is still a possibility, it also leads to several interesting questions!

Should this deal happen, what will be the possible implications for the memory market? Will this also lead to a possible easing off on the pricing pressures on the memory supply chain? And well, what happens to the Toshiba-SanDisk alliance?

A couple of weeks back, iSuppli, had highlighted how Micron had managed to buck the weak NAND market conditions, and was closing the gap with Hynix in Q2, and that NAND recovery was likely only by H2-2009.

I managed to catch up again Nam Hyung Kim, Director & Chief Analyst, iSuppli Corp., and quizzed him on the possible acquisition of SanDisk by Samsung.

A caution: Remember, all of this is merely based on speculation!

On the possibility of Samsung’s takeover of SanDisk, he says: “Samsung at least said that they consider it. Thus, it is a possible deal. But who knows!”

Kim is more forthright on the implications for the memory market, should this deal happen, and I tend to agree with him.

Consolidation inevitable; no impact on prices
The chief analyst quips: “The NAND flash market is still premature and there are too many players in flash cards, USB Flash drives, SSD, etc. The industry consolidation should be inevitable in future.”

So, will this possible buyout at least ease some pricing pressures on memory supply chain? “I don’t expect this deal to impact the prices. Prices will depend on suppliers’ capacity plans. In the memory industry, the consolidation has never impacted the prices in a long run. (maybe, just a short-term impact). As you know, Micron acquired Lexar a few years ago, but no impact,” he adds.

Is there any possibility of SanDisk delaying its production ramps and investments at two of its fabs? And, what will happen should it do so?

Nam says: “SanDisk has already said that they would delay its investment and capacity plan given difficult market condition. This is a positive sign to the market as we expect slower supply growth than expected in future. However, in a long run, consolidation won’t impact the market up and down.”

Negative impact likely for Toshiba?
Lastly, what happens to the SanDisk-Toshiba alliance, should the Samsung buyout of SanDisk does happen?

Nam adds: “It is negative to Toshiba. The company [Toshiba] not only loses its technology partner, but also loses its investment partner. It should be burden for Toshiba to keep investing themselves to grow its business.”

Well, in SEMI’s Fab Forecast Report, there is mention of how Toshiba and SanDisk are among the big spenders in fabs, in Japan. Considering that Japanese semiconductor manufacturers are more cautious, it would be interesting to see how this deal, should it happen, affects the Toshiba-SanDisk alliance.

Now, AMD goes fab-lite?
While on fabs, this brings me to the other big story of last week — of AMD going the fab-lite route, possibly!

Magma’s Rajeev Madhavan had commented some time back that fab-lite is actually good for EDA. It means more design productivity. Leading firms such as TI, NVIDIA, Broadcom, etc., are Magma’s customers.

Late last year, Anil Gupta, MD, India Operations, ARM, had also commented on some other firms going fab-lite! Gupta pointed out Infineon, NXP, etc., had announced Fab-Lite strategies. Even Texas Instruments was moving to a Fab-Lite strategy. “IDMs are going to be the fabless units of today and tomorrow,” he added.

So much for those who’ve taken the fab-lite route, and industry endorsements.

On the fab-lite subject, iSuppli’s Kim will not speculate whether AMD would actually break up into into two entities: design and manufacturing, and also prefers to wait and watch.

How does fab-lite actually benefit? He comments: “Fab-lite has not been working well in the memory industry, which requires very tight control. It works, IF two companies (an IDM and a foundry) work very closely. For example, the industry leader, Samsung, produces all of the memory alone without any foundry relationship.”

Watch this space, folks!

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