EDA tools
3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →
Everything said about EDA tools, oldest first
Jun 30, 2026 neutral
Wachen: EDA tools default to freezing temperature constraints irrelevant to AI
“You know, the default configurations for a lot of these EDA tools assume that you're going to be running your chips in freezing temperatures. Now, I don't know about you, but I've never seen an AI data center with ice in it. So, you know, we can feel pretty co…”
Jun 30, 2026 negative
Wachen: The semiconductor stack is over-buffered for general-purpose use cases
“The entire semiconductors and data center industry is built on buffer. And what I mean by that is every part of the stack from the EDA tools to the power modules, to the circuit boards, to the chip design and standard cells, everything is built to be general p…”
Jun 30, 2026 positive
Wachen: Modern EDA and FPGA tools changed chip tape-out failure rates
“I think it's very hard to realize the constraints have changed, and like, you know, when you've looked at tape outs for 20 years, and you've seen so many of them not work on the first try, or the second try, or the third try, like, you couldn't even run a work…”