SEMI’s Weiss and ESD Alliance’s Smith elaborate on strategic partnership
The Electronic System Design Alliance ESD Alliance and SEMI have entered into a memorandum of understanding under which the ESD Alliance will become a SEMI Strategic Association Partner while continuing to pursue its mission of representing companies in the semiconductor design ecosystem, as previously reported. In a recent phone interview, SEMI vice president Bettina Weiss and ESD Alliance executive director Bob Smith elaborated on the move.
Weiss said SEMI is excited about the integration of the two organizations, with SEMI having worked with the ESD Alliance over the years, during which SEMI has identified an increasing synergy between the organizations. (The ESD Alliance emerged from the EDA Consortium, or EDAC, in 2016.) With the industry increasingly addressing artificial intelligence, automotive electronics, and end-user applications, Weiss said, “It’s a very natural fit to bring the design community into the supply chain.” She noted that although SEMI has worked closely with the design community, there is little overlap between SEMI and ESD Alliance membership, Mentor Graphics, a Siemens business, being one exception.
The boards of both organizations approved the move. According to Smith, “Our board looked at this when discussing how build out the ESD Alliance into becoming a global organization.” He noted that the alliance has members overseas but added that it is now difficult for an organization like the ESD Alliance to establish presence in other geographies. SEMI expended that effort decades ago, a fact that the integration lets the ESD Alliance take advantage of. Smith likened the benefits to one plus one equaling three or four, adding that there is almost no overlap between SEMI and the alliance.
“It makes perfect sense for the two groups to work together, given SEMI’s broadened mission and our expertise in electronic design,” said Smith. “The ESD Alliance will be the focal point for the design ecosystem as it always has. The only difference is that the ESD Alliance will be operating as a strategic partner under the SEMI umbrella.” It’s clear that the integration is a win-win for both organizations, he added, noting that while the EDA and IP market is a relatively small $20 billion or so, it drives an end-sales market of $2 trillion, providing huge leverage.
I posited that the goals of SEMI and ESD Alliance members might differ. SEMI members might be inclined to push for a new generation of semiconductor equipment, related to EUV, for example, whereas EDA companies may promote technologies like computational lithography. Smith noted that it is interesting that multipatterning has extended the life of very expensive semiconductor equipment, but he said that anytime you have an engineering problem, smart people will come together to determine the best path forward. Weiss added that there will be different viewpoints leading to some tension, but the best solutions will be worked out collectively.
The initiative between SEMI and ESD Alliance follows other initiatives, such as the 2015 partnership between SEMI and FlexTech Alliance. Weiss pointed out that the goal is not a matter of growing SEMI but of helping the collective membership—including not just big companies but the long tail of SMEs—gain expertise and leverage synergies when participating in the evolving semiconductor supply chain.
