Tantra’s Mantra with Prakash Sangam

Cadence is well known for its Electronic Design Automation (EDA) tools. However, it is also building its silicon business, with a collection of various IP blocks, and recently announced a system chipset in collaboration with Arm.  In this episode, I talk to David Glasco, VP of Compute Solutions Group at Cadence, about the silicon business, product portfolio, target segments, Chiplets market and its evolution, and other topics. We also delve into the company’s latest system Chiplet announcement, acquisition of Secure IC, how it fits into its silicon strategy, and more. 

Samsung launched its latest flagship Galaxy S25 Series smartphones during its Unpacked event in Jan 2025. This Gen AI powerhouse phone is powered by Qualcomm's latest Snapdragon 8 Elite mobile platform, customized for Galaxy.  In this episode, I talk to Chris Patrick, SVP and GM of Qualcomm's Handsets and Wearables business. We discuss the company's long-standing collaboration with Samsung, enabling Galaxy AI on S25 phones, collaboration with Google for optimizing Gemini AI models for the Snapdragon platform, and more. We dig deeper into specific customizations Qualcomm has done for Galaxy, the evolution of AI and NPU capabilities, and what the future holds. Also, don't forget to check out my review of Galaxy S25 Ultra here:  Buy it for performance, and Keep it for Galaxy AI. (https://bit.ly/40SXYr3)

This year, CES saw its highest attendance in the post-COVID era, attracting 141,000 attendees. As usual, the event saw many announcements across technology and product categories. Although AI was everywhere and IoT had a huge presence (albeit without that name), there wasn't a dominant theme. In this episode, Leonard Lee of Next Curve and I analyze what we saw and heard and try to understand the key takeaways.  We also discuss how automotive exhibits have changed, how industrial participation is increasing, and how CES has become a non-Chinese global show. 

Microsoft tried to redefine PCs in 2025 with the introduction of AI-infused Copilot+ PCs. Lenovo was among the top OEMs to embrace the concept and introduce a wide range of Copilot+ PCs powered by Qualcomm, Intel, and AMD SoCs. In this episode, I speak to Steve Long, SVP of Commercial Business at Lenovo, on traction in the Enterprises, market drivers, new AI use cases, improving the performance of existing functions, the positive effect of Windows 11 refresh, choice of SoC vendors, and more. We also delve deep into how Lenovo employs Gen AI use cases in its operations to showcase key use cases and demonstrate the value they bring to enterprises.  Check out our Copilot+ PC coverage so far here: https://bit.ly/3PByw2R   

Electronic Data Automation (EDA) Tools and their providers, like Cadence, are not widely known but play a critical role in the semiconductor industry.  In the episode, I talk to Rob Knoth, Group Director of Strategy and New Ventures at Cadence, about the EDA Tools ecosystem, the company's announcements at the Supercomputing 2024 event, its symbiotic relationship with AI powerhouse Nvidia, application of EDA tools beyond semiconductors and more. 

Ericsson held its Analyst Conference on Nov. 7, 2024, at its D-15 Labs Innovation Center in Santa Clara, CA. It was a packed event with many interesting sessions with speakers from Ericsson and scores of its partners, including Verizon, AT&T, T-Mobile, Meta, AWS, Google Cloud, Dell, Intel, and others. The theme of the event was "Programable High Performance Networks." As expected, the emphasis was on programmability, to scale the network up and down to make it fit the use cases, network scenarios, apps, and service needs. In this episode, Leonard Lee of Next Curve and I discuss Network APIs, monetization, mechanisms that distribute the "value" across the value chain, and how Ericsson is accelerating it through its JV with operators. We also delve into the role of AI, Edge AI, rApps, and Ericsson's pilot of making cellular primary connectivity for enterprises, eliminating wire and wired connectivity.  

The Lenovo Tech World and Global Industry Analyst Conference were held in Bellevue (Seattle) from October 15th to 17th, 2024. During these events, the company showcased its vision for the industry through its "Hybrid AI" approach, technology, products, and services, as well as its broad industry partnerships. In this episode, Leonard Lee of Next Curve and I discuss how Lenovo, with its "pocket-to-cloud" offerings, is well positioned for "Hybrid AI,” how it is accelerating AI adoption by practicing what it preaches in its own operations, its entry into the Automotive space, Server water cooling leadership, reimagining Motorola's smartphone business, and more.

Lenovo Innovation World 2024 was held in Berlin on September 4th—5th. During this event, the company announced a slew of Copilot+ PCs powered by the new Intel Core Ultra 400v, AMD Ryzen AI 300, and Qualcomm Snapdragon X Plus (8-core) SoCs. In this episode, I talk to Olivier Blanchard, Research Director, Futurum Research, about the various SoCs, their strengths and weaknesses, the need for OEMs to position them well, specifically what Lenovo should do to maintain its formidable market leadership, and finally, key takeaways from the event. Also, check out the reviews of these Copilot+ PCs powered by Snapdragon XElite SOC  Lenovo Slim7x - https://bit.ly/3WK9W4n Samsung Galaxy Book4 Edge - https://bit.ly/3XJSGLN

For the first time, an AMD executive joins our podcast. In this episode, I sit down with Salil Raje, SVP and GM of Adaptive and Embedded Computing Group at AMD. As a pioneer in the FPGA market, Salil provides unique insights into the industry's current landscape and AMD's strategic direction. We delve into the status of Xilinx's integration into AMD after two years of acquisition, the challenges and opportunities of Edge computing/AI, and how AMD's upcoming Versal 2 platform aims to revolutionize this space.

Galaxy Unpacked, held in July 2024, unveiled a robust lineup of devices, including two groundbreaking foldable smartphones, a trio of advanced wearables, and innovative earbuds. In this episode, I talk to Blake Gaiser, Samsung's Director of Smartphone Product Management, about the journey and evolution of the Galaxy Z Fold6 and Z Flip6, how Watch 7, Ultra, and Galaxy Ring are coming at a stage when the line between consumer and medical devices is blurring, what made Samsung make a bold design change for Buds 3, and finally, the company's overarching strategy for Galaxy AI. Also, please check out my views about Galaxy Unpacked expressed on Next Curve Rethink Webcast: https://www.tantraanalyst.com/ta/quotes/#:~:text=Next%20Curve%20Rethink%20Webcast