DAtum

EDA, Software and Business of technology
Greek, 'loxos: slanting. To displace or remove from its proper place
da·tums A point, line, or surface used as a reference


                        ... disruption results in new equilibria


Getting too hot to handle?

8/28/2005
Gabe-on-EDA has a guest article by Tets Maniwa, whow writes about the Hot Chips conference at Stanford. Besides the perfunctory presentation on Moore's Law, it seems a focus was on power vs performance this time, especially by Intel. For example, Intel launched the Viiv platform, which is based on media-centric non-form factor devices. It essentially means chipsets which can perform tasks ranging from plain vanilla web surfing to computing intensive gaming, all taking place under the hood of a variety of form factors.

Form factors.

That is the key difference here. For this to be able to accomodate a variety of form factors, it essential to conquer the power problem.
Enter William Holt and Intel.

It has been common knowledge that leakage power and interconnect losses are dominating current chip manufacturing technology generations. From a manufacturing point of view, they are trying new and funky things like high-K dielectric substrates and the new horse in the fab stable (in my opinion) - silicon on nothing.
This would also cause changes in design methodologies - especially at routing (maybe a problem that companies like Teraroute could solve) and in timing closure. For example, as Tets Maniwa points out, designing with multiple voltage islands is not a simple task. Current design methodologies are limited because of the extensive use of wireload models - these may be inaccurate in the face of dramatic on-chip variation (as is the case with voltage islands). This may require multiple respins of place and route to achieve accurate enough back-annotation of interconnect delays and suitable timing closure.

All in all, its an interesting world we live in.


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File and directory check in Makefile

8/24/2005
I needed to do some conditional target-based execution via my makefiles. To make them truly generic, I needed to deduce directory structure that I was sitting in.
One of the things I had to do was to check for existence of a file or directory. Now since Makefiles have a different syntax than ordinary shell, compounded by the problem of interfacing with the *nix shell, it took me some time to figure out/learn how to do this.

The syntax (for GNU make) is


ifeq (exists, $(shell [ -d directory_name ] ) && echo exists )
$(warning hi... I did it)
endif


At first I tried to do



ifeq (1, $(shell [ -d directory_name ] ) )
$(warning hi... I did it)
endif


but this did'nt work, because the shell interface does not return a numeric status (atleast I think so). But in the syntax that works, by the power of logic, the "echo exists" will take place if and only if the "shell" command works.
Ergo, I can check for directories.

whew!!

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Is EDA at its nadir?

8/19/2005
Sramana Mitra attempts to make a case for consolidation in the EDA industry.
Very interesting actually, especially the part about


... Likely, this will adjust some of the structural disfunctions of the industry..

and from another post


Such a market cannot support 3 major players...

Well well well... Let me put it this way:

Sramana's entire theory of the EDA industry and its consolidation arises from a basic numbers calculation - decline in Q1'05 revenue (989 mil. USD) vs Q1'04 (995 mil. USD).
How this reasoning coupled with the deliciously abstract theory, of this size being disproportional to three major players, is what drives the logic.
Let us analyze these numbers even further. The average productivity per person in the EDA industry is approximately 197000 dollars (derived from the EDAC MSS report). Now going by Culpepper's employee productivity report, that would be well within the top 2-3 industry segments in the technology arena.
The problem is the revenue margins for the EDA industry. Gabe Moretti had an article up some time back, and so was my reply. The issue is that there are far too many problems to solve and sufficient venture capital available for these problems, that this industry is moving at a break-neck speed. For example, look at Sierra Design Automation and its Pinnacle flow system. It is trying to shake the industry. The same is true for Magma (lawsuit non-withstanding).
It would be a happy and sepia tinted world with only three companies in the EDA arena, but then I suggest to go and talk to design companies - their frustrations with existing design flows and need to move to something much more intuitive. The other day there was an interesting article about 45 nm technology and its challenges. Who is going to figure out how to handle this at the design level, rather than at the fab level? Is it going to be the big three, or some startup? Will consolidation make it easier or harder.

And while we are on the topic of acquisitions, let us look at these opinions by Wally Rhines, CEO Mentor. Standalone IP vendors lack the application knowledge as well as the support and application R & D infrastructure (read: engineers skilled to debug problems with glue-logic and back-end design flow). IP does not always work.
And here's the biggest bummer of all - ESL will work..maybe not now..maybe not next year, but it will work in a few years. It is a logical extension of compiler technology. Its the same thing that happened with transition from Assembly Language to C/C++ to PHP - how good is your underlying compiler technology.

The EDA industry is riding the fast train of innovation, fueling itself with newer and more challenging problems. And there is a lot of steam left!!


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Happy Independence day....

8/15/2005

Celebrate by having kababs and curry and patiala pegs of scotch!!




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Intel's strategic inflection point

8/12/2005
The term "strategic inflection point" was coined by Andy Grove, CEO extraordinaire, in his book Only The Paranoid Survive. The phrase is used to term the oft missed jitter in a company's business curve, which actually turns out to be what makes or breaks the company.
It is my opinion that Intel faces that again.
Let us see what happened the last time. Circa 1980's : Intel's main product line - memory modules - had been all but cleaned up the Japanese. It was a turning point, to invest money and Ph.D's behind its mainline memory business, or to drop everything, turn around and try making processors. In retrospective, it was the most amazing decision, because it put them ahead in a curve which was just about to rise. But if I try to think as Gordon Moore, Bob Noyce or Andy Grove would have thought, I would have been faced with the same crossroads - why abandon a perfectly good product, which we can almost win and rather turn around? The answer was in the world around them - an increase in necessity to compute, primarily by businesses, was something that was only going to grow.

Circa 2005: Computing power is commodity. A record of the fastest supercomputer is made and broken in less than half a year. It again brings us to the need to look at the world around us. There have been news of Intel first threatening to and then actually not backing down from low-end desktop markets. However, that is not what counts - the world today revolves around what I call Media Delivery Platforms. ITunes/IPod/Mac Mini is one such platform.
The Cell-Processor/PlayStation3 promises to be another, as is XBox/XBoxLive. More and more business applications run on platforms and operating systems (Linux + Xen virtualisation), that allows multiple operating system, multiple software running parallely and completely compartmentalised. It is in Media Delivery Platforms, where people can be locked in.
Is this technologically possible?
Certainly. Technologies like Palladium enforce Digital Rights Management (DRM) at the hardware level. But to ask people to buy into your products means that your products are easy available and serviceable at the corner store. Which means it would be a really bad idea to move out of the low-end desktop market. Because it is these platforms which are tried, tested, and are cheap enough to penetrate the kitchentop markets.
It is here that the war for the next inflection curve will be fought.


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