The electronic design automation industry sits at an intersection. EDA companies' tools are expected to turn out a new generation of AI chip designs that test the limits of conventional chip development and production.
What’s at stake:
Whether foundry, processor IP company, or EDA vendor, practically every major player in the electronics industry is scrambling to adapt its business strategies, product lines and roadmaps to exploit the explosive growth of AI. What does the AI community want from EDA and who among EDA tool suppliers can rise to the occasion?
Everyone in the electronics industry wants to surf the AI wave. Just discussing AI is good business. Wall Street is listening.
More significantly, AI has begun breaking traditional business models and tech development practices. To process AI, hardware must be able to handle massive software workloads. AI chips/accelerators also typically require huge designs.