WASHINGTON, DC -- The Global Electronics Association reported continued strength in the North American electronics manufacturing services (EMS) market in April, with the industry’s book-to-bill ratio reaching 1.36.
WASHINGTON, DC -- Semiconductors account for more than 95% of the content value in a leading AI server rack and represent more than half of the capital expenditures required to build and operate AI data centers, according to a new report released by the Semiconductor Industry Association (SIA) and Deloitte.
Not to beat a dead horse, but we’ve been speaking the past few months about corporate mergers and the intersection between academia and industry, and while these are separate topics, to be sure, I am motivated to continue both conversations.
In the wake of Cadence’s acquisition of EMA Design Automation, I warned of the risks to EMA's customer-centric culture as it assimilates into its new parent. I also pointed out the possibility that the investment in EMA’s novel tools could wane: a $5 billion company might not see value in supporting products that, in their entirety, might be worth less than a single average-sized customer.