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I overheard a conversation comparing the semiconductor IP business with the EDA business. At one point, they decided that "IP is EDA" because of the synergies between the two. While there are similarities, I beg to differ.

During a recent business trip, I overheard a conversation comparing the semiconductor intellectual property (IP) business with the electronic design automation (EDA) business. At one point, the people talking decided that “IP is EDA” because of the many synergies between the two. While there are some similarities, they are fundamentally different businesses and technologies. As someone who has spent 10 years in both businesses, I have learned this from first-hand experience.