The crucial role of second source management and IP reuse in the semiconductor landscape

The global semiconductor industry is witnessing rapid transformation, fuelled by an ever-evolving technological landscape, recent geopolitical tensions and expected growth in 2024. This has magnified the need for diversification within the supply chain and a robust second sourcing strategy. Semiconductor businesses need to be able to reuse and migrate their IP seamlessly between foundries. By harnessing the power of IP reuse through the AMALIA software suite, businesses can achieve supply chain security, mitigate business risks, and improve efficiency and overall reliability. 

Understanding second source management

Second source management is essentially the strategy of partnering with alternative foundries to ensure timely manufacturing and delivery of Silicon IP and IP-based electronics. Given the competitive and unpredictable nature of the semiconductor industry, having an exclusive reliance on a single supplier can lead to potential delays or supply chain challenges. 

Diversifying partnerships through a strategic second source approach allows businesses to spread their dependencies. This not only helps them minimize and mitigate potential risks but also provides a buffer against unforeseen supply chain interruptions, for example queues at foundries for certain technologies and nodes. Moreover, having multiple suppliers in diverse geographical regions can act as an insurance against geopolitical uncertainties, regional foundry availability and unexpected price increases.  

Importance of process node availability

Choosing the right process node is pivotal, defined by its electrical characteristics, the availability of desired devices, and the cost implications of manufacturing. In the subsequent sections, we’ll look at how the AMALIA software suite helps businesses in making informed decisions upfront when considering analog IP migration. 

The benefits of a second source

  1. Risk mitigation: By employing a second sourcing strategy, businesses ensure that product deliveries don’t rely on a single supplier or a supply chain with higher risk profile. This dilution of dependency significantly reduces associated risks.
  2. Supply chain resilience: Second sourcing instills confidence regarding capacity and priority within foundries. Collaborating with a mix of large and smaller foundries offers more flexibility in production, timely deliveries, and the ability to navigate large-scale deals and geopolitical uncertainties

A proactive approach with AMALIA

Being proactive with sourcing begins by identifying critical IP components essential for product functionality and performance. The next steps are: 

  1. Technology Analysis: AMALIA’s Technology Analyzer tool provides a comprehensive comparison of process technologies based on electrical characteristics. This allows for the identification of devices in the target technology that are electrically comparable and more efficient compared to the source IP technology. 
  2. Circuit Porting: AMALIA’s Circuit Porting software translates existing IP design schematics from the source technology and integrates them into the target technology, ensuring that 60-70% of IP blocks meet the required specifications without any design alterations.
  3. Design Verification & Centering: AMALIA’s Design Enabler assists in quickly adjusting circuits to fulfil specific requirements and constraints and helps achieve optimal PPA even if some blocks necessitate design tweaks or architectural changes.
  4. Automated Layout Generation: AMALIA’s Layout Automation tool facilitates the creation of layouts based on existing designs, ensuring accurate device placement and routing while minimizing changes to the existing floor plan and layout

What sets the AMALIA software suite apart is its comprehensive end-to-end nature, covering the entire design flow process and every stage involved. The cumulative speed enhancements at each step leads to significant time and cost savings of at least 40% overall giving businesses an edge in a fiercely competitive market.  

The semiconductor industry’s current trajectory requires businesses to view second sourcing not just as an option, but as a pivotal strategy. Whether it’s about securing product deliveries, reducing supply chain risks, or navigating uncertain geopolitical influences, a well-structured second source management strategy is indispensable. 

Thalia’s AMALIA software suite is revolutionizing this space, offering a time-efficient, cost-effective solution to analysing multiple potential target technology nodes and migrating critical IP from one technology node to another. Whether you’re interested in individual software tools or the entire suite, AMALIA provides both licensing and commercial SaaS-based solutions to cater to diverse business needs. When preferred, Thalia can also help set up and facilitate the use of the AMALIA software directly on a customer’s own servers and data center, ensuring that the IP remains securely within the customer’s controlled environment. 

Stephane Cordova joins Thalia as Director of Sales Europe

We’re delighted to welcome Stephane Cordova as the newest member of our growing sales team, serving as Director of Sales Europe

Thalia’s Global VP of Sales, Sou Bennani-McCord, says: “As a representative of Thalia, Stephane brings over 30 years of experience as a business executive in the semiconductor industry and brings expertise in EDA solutions, analog and digital SoC from his work with companies like STMicroelectronics, Kalray and Intento Design. His extensive business and sales experience in the semiconductor industry will be a great asset to the team.”

Commenting on his new role, Stephane said: “I am truly honoured to join the team here at Thalia and help the company achieve its business goals for market expansion. Design IP plays a key role in driving innovation in the semiconductor industry. As the complexity and scale of silicon designs increases, Thalia is redefining that landscape, combining the experience of an expert analog design team with a unique development methodology that underpins the AMALIA platform.”

Welcoming our new Global VP of Sales

Thalia has appointed Sou Bennani-McCord as Global VP of Sales. An important addition to Thalia’s leadership team, Sou will play a key role in the company’s ongoing expansion plans and global growth.

Thalia’s Founder and CEO, Sowmyan Rajagopalan, says: “Sou brings over 25 years of experience in international sales and business development to Thalia having worked for both Intel and Mentor Graphics/Siemens. Her experience with sales in both mature and emerging markets, along with her diverse international business background, puts her in an excellent position to support Thalia’s ambitious growth plans and we’re thrilled that she is joining the management team.”

Sou brings a wealth of semiconductor market experience to her role, alongside a strong foundation of strategic business management expertise for technology companies. Sou also holds a Masters in economics and a Post Graduate degree in business management from the Université des Sciences et Technologies de Lille 1, France.

Commenting on her new role, Sou said: “I am excited to join the talented team at Thalia. Thalia’s unique offering and focus on analog and mixed signal IP re-use offers unmatched value to the semiconductor industry. I look forward to taking an active role in Thalia’s growth and expansion plans.”