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Cadence Design Systems Inc. Message Board

  • dnenni dnenni Dec 1, 2011 1:55 PM Flag

    Synopsys Acquires Magma!?!?!?

     
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    • Yes ... they did. Aart De Geus is brilliant. While everyone else
      is focused on the "product overlaps", what I see is sheer genius.
      Think about it from the other *angle*. Who cares if there are
      overlaps? Synopsys acquired Avant! and has done a superior job
      of entering the Place&Route market in a level playing field. I
      don't think Synopsys will have a difficult time bolting the good
      parts of Magma tools into their own.
      No ... what Aart has done is really amazing. He's kept Cadence
      and Mentor from buying Magma. If Cadence buys them, they get a
      really, really good Physical Verification tool in Quartz. Cadence's
      PVS tool is in a far 4th place in this market. They've been trying
      for almost 10 years to get off the ground with a good PV tool.
      From what I've read and heard, the PV tool ranking with regard
      to speed, accuracy, reliability and support is - tied for first,
      Quartz(LAVA)/IC Validator(SNPS), then Calibre(MENT) and then PVS
      (CDNS). Sure, Calibre has the market share because they've been
      around the longest, but Synopsys is moving up fast with their
      new tool. Quartz would have filled a huge hole for Cadence. If
      Mentor buys Magma, then Mentor can toss 75% of the Calibre guts,
      insert Quartz and call it "CalibreII". They would also get the
      Magma P&R tool, Talus Vortex, and a lot of front end tools. They
      would probably move up into the #2 spot. Not now ... with this
      buy Synopsys really has the best of everything, or very, very
      close. They're taking market share with their Virtuoso-like tool
      (Custom Designer), huge in the IP market, will augment their
      Place&Route tool offering and probably bolt some under-the-hood
      goodies into IC Validator as well. I'm buyin' more SNPS ... I see
      them at $2B revenue in the next 2-3 years. My hat's off to Aart
      and Co.

      S20Y

 
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