IEEE Solid-State Circuits Magazine - Spring 2017 - 82
The panel also explained
ness model challenges that are
to the audience that a quanevery bit as challenging as the
tum computer is not a replacenode shrinks and design chalment for classical computers;
lenges that our industry is
it is something that will be
more comfortable grappling
added to solve problems that
with. He said that a wave of
classical computers cannot
consolidation sweeping over
handle. As an example, we
our industry combined with
see that we do not go shopthe increasing prevalence
ping with jets, we still use
of shareholder activism and
cars for that; nevertheless,
short-term investor focus puts
for transoceanic trips, we use
pressure on senior managejet airplanes.
ment and engineers alike to
Panel members said that if
craft business models and
quantum computing is a realrelated product strategies that
IEEE President, Karen Bartelson (right) presented Marcel Pelgrom,
ity one day (also a scalable
balance long-term innovation
IEEE Solid-State Circuits Magazine associate editor, with the 2017
one), the problem of scalabil- IEEE Gustav Robert Kirchhoff Award at the plenary session on
and value creation with the
ity will still be there, maybe Monday, 6 February.
realities of today's public marnot in the technical sense,
kets. Spice said that to strike
but for sure in the economical
this balance and have the best
impacted both the technology and
one, since quantum computers will
chance of survival, every company
lives of circuit designers.
probably not be economically scalable.
needs to understand what investors
The session was kicked off by
There was great interest on the topic
value, have balanced ROI and effiAdam Spice (Maxlinear Corporation,
of quantum computing. Several audiciency metrics to actively manage the
Carlsbad, California). He spoke from
ence members asked extremely detailed
business, and secure engineering buythe CFO perspective in the talk "Can't
technical questions about specific
in and accountability at every level of
We All Just Get Along?: The Challenge
problems. Student audience members
the organization.
in Managing Expectations of Dispaasked how they could contribute to
Armond Hairapetian (Miramar Venrate Stakeholders." Spice said that the
the field.
tures, Newport Beach, California) dissemiconductor industry, which has
cussed his perspective from the
historically been the driving force
-Edorado Charbon
venture capital standpoint in "Boom
behind a relentless and astounding
Delft University of Technology,
Versus Bust: Valuation Methods for
pace of innovation shaping our sociThe Netherlands
Technology Companies from Seed
ety, is facing an evolving set of busiRound to Exit." Hairapetian said that
Semiconductor Economics:
valuation of technology start-up comHow Business Decisions
panies with little tangible assets and
Are Engineered
uncertain future revenue has been a
This evening session, organized
challenging task for most practitioners.
by Ichiro Fujimoro (Broadcom,
Classical discounted cash flow analysis,
Irvine, California) and Pavan Hanuwhich calculates the expected presmolu, (University of Illinois, Chament value of future cash flows, although
paign) was not about circuits or chip
useful for mature companies with prediarchitectures but rather a technical
ctable revenue, is not a useful tool for
session on economics driving the
valuation of early stage start-ups. Haisemiconductor industry. Business
rapetian said that alternative valuation
leaders (CEOs, CFOs, venture capimethods, such as real Option analyta lists, a nd investors) use ver y
sis, which incorporates an event-based
sophisticated financial engineering
binomial tree (boom/bust) methodoland analysis tools to make decisions
ogy, can incorporate the flexibility and
that sometimes do not appear to
risk inherent in early stage start-up
make sense to designers working in
companies. In other words, early stage
the technology trenches. During this
start-up companies can be analyzed as
session, four eminent speakers from
options which could either expire in
the business community presented
the money (boom state) or expire out of
Jonathan Rothberg presents "The Developvarious behind-the-scenes technolmoney (bust state).
ment of High-Speed DNA Sequencing-Juogy and business aspects that led
Hairapetian said that to assess
rassic Park, Neanderthal, Moore, and You"
at the plenary session.
to decisions that have profoundly
the probability of boom versus bust,
82
s p r i n g 2 0 17
IEEE SOLID-STATE CIRCUITS MAGAZINE
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