Jim Hogan is an iconic investor in the EDA industry. He’s been associated with semiconductors and semiconductor manufacturing for more than 30 years. He’s been a VC but now invests privately in a wide variety of money-making ventures (key on that phrase, “money-making”). This morning at the North American SystemC Users Group meeting (NASCUG 15), Hogan gave the opening keynote and he spoke about what currently interests him in the EDA arena. It turns out that he’s looking at SoC Realization plays for the next five years—and he has a long, long shopping list. Here’s an image of that list.
It’s all about IP at the moment for Hogan: sourcing it, creating it, and handing it off to the Silicon Realization teams after assembling the SoC architecture from acquired and created IP blocks. “No one company does all of this,” said Hogan, “and the major EDA companies currently do only a few things well” in this space. So that means there are opportunities to be had and Hogan’s message was that he was fishing in these choice spots on the EDA river for the near and mid term.
Richard Goering has written much more about Hogan’s keynote. Be sure to take a look, click here.