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Wall Street’s Current View of EDA Industry With Jay Vleeschhouwer of Griffin Securities

By Bob Smith
October 3, 2023
The EDA industry has accelerated and growth has moved into double digits for the last number of years. Our forecast for 2023 is that we'll have another double-digit growth year to about $13 billion from more than $11.5 billion in total industry revenue last year.
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Griffin Securities’ Jay Vleeschhouwer Offers Wall Street View of EDA Industry

By Bob Smith
November 15, 2022
Jay Vleeschhouwer, managing director of Griffin Securities, has followed the EDA industry as a leading financial analyst for 25 years and is a popular speaker at the annual Design Automation Conference. Vleeschhouwer discusses his DAC presentation The State of EDA: A View from Wall Street.
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Needham & Company Senior Analyst Charles Shi on EDA Powering Through Semiconductor Industry Cycles

By Bob Smith
September 12, 2022
Charles Shi, Principal, Senior Analyst, Needham & Company, LLC., recently offered an upbeat assessment of the electronic design automation (EDA), silicon intellectual property (IP) and services industries, or what SEMI refers to as the electronic system design (ESD) ecosystem.
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