Next Generation Semiconductor Design

The structure of the semiconductor market is going vertical due to the dramatic increase in complexity requiring semiconductor design integration.  End product companies are looking to integrated development platforms not the historical process of attempting to integrate various vendor products and designing components using multiple, disconnected design tools.  There is an acceleration of designers using Xilinx (XLNX) or Altera’s (ALTR) integrated platform for the next generation semiconductor products; creating positive revenue and margin tailwinds for these two companies.