Almost everybody involved into SI/PI field understands that today board level only analysis leaves huge gaps. Also SI/PI co-simulation has become a must today. At GHz speeds 3D EM analysis can’t be avoided. I believe that this is why we saw lately a couple of major acquisitions as Mentor purchasing Zeland, Ansys purchasing Apache, and now Cadence purchasing Sigrity. However this is not something new on the EDA world.
I agree that Mentor will have to catch up now and especially they will have to look at expanding their capabilities towards board, package and chip co-simulation. It will be interesting to see how long SiSoft, one of the important players, will be able to survive alone… Synopsys also don’t seem to be interested into 3D EM and PI fields.