Source: https://www.tker.co/p/midterm-election-results-wall-street-quotes The midterm elections brought major changes to the U.S. political landscape, which could materially affect the business outlook for companies in the stock market. 중간선거로 인해 미국 정치 지형에 큰 변화가 생겼으며, 이는 주식 시장 내 기업들의 사업 전망에도 실질적인 영향을 미칠
Source: https://semiwiki.com/eda/mach42/375789-interview-with-david-tester-vp-of-engineering-mach42/ David Tester is the VP of Engineering at Mach42, with 30 years of experience in semiconductor development, engineering leadership, and business growth. As Chief Engineer at EnSilica, he helped transform the company from a design consultancy into a publicly listed fabless semiconductor business,
Source: https://semiwiki.com/3dic/375726-glass-is-becoming-an-ai-infrastructure-platform/ The value of glass will be determined not by its material properties alone, but by whether it can expand the package architecture window and be realized repeatedly at manufacturing scale. 유리의 가치는 그 소재 자체의 물성만으로 결정되지 않으며, 패키지 아키텍처의 허용 한계(window)를
Source: https://semiwiki.com/ip/ceva/375820-ceva-and-mobilint-bring-physical-ai-closer-to-everyday-devices/ Physical AI is moving closer to everyday reality, and a new collaboration between Ceva and Mobilint offers an encouraging example of how that progress can reach commercial devices. Mobilint’s REGULUS edge AI System-on-Chip brings together Ceva’s SensPro AI DSP and NeuPro-Nano
Source: https://semiwiki.com/artificial-intelligence/375867-the-725-million-chip-development-why-execution-risk-not-ip-cost-now-dictates-advanced-node-survival/ The philosophy of relying on a single, unified IP stack to lower your total cost of ownership is not a new concept invented just for the AI era. Semiconductor engineering teams have been weighing the trade-offs of piecemeal versus integrated intellectual property sourcing for
Source: https://semiwiki.com/eda/defacto-technologies/375844-generating-chip-subsystems-automatically-a-new-answer-to-manage-chip-design-complexity/ By Defacto Staff Today’s chips are no longer just processors, they are entire systems. A System-on-Chip (SoC) brings together CPU clusters, accelerators, memories, interconnects and dozens of peripherals, often coming from many different teams and vendors. With AI, high-performance computing and IoT
Source: https://semiwiki.com/eda/siemens-eda/375653-reimagining-3d-ic-design-from-architecture-to-signoff/ By Keith Felton, Andras Vass-Varnai and Todd Burkholder, Siemens EDA The semiconductor industry is undergoing a fundamental transformation. Heterogeneous integration, the practice of combining multiple chiplets and specialized components into a single advanced packaging platform, has emerged as a powerful alternative to traditional
Source: https://semiwiki.com/events/375599-gsa-honors-sanjay-mehrotra-as-memory-takes-center-stage-in-computing/ The Global Semiconductor Alliance will present Micron Technology Chairman and CEO Sanjay Mehrotra with its 2026 Dr. Morris Chang Exemplary Leadership Award, recognizing a career that connects foundational flash memory innovation with the demands of modern computing. The presentation is scheduled for GSA’s
Source: https://semiwiki.com/security/pqshield/375585-nist-sets-a-clearer-course-for-the-post-quantum-security-transition/ NIST’s report, Transition to Post-Quantum Cryptography Standards, gives government agencies and technology suppliers a clearer framework for replacing cryptography vulnerable to future quantum computers. Its significance extends beyond selecting algorithms: it connects security priorities, application requirements and migration deadlines, helping organizations turn
Source: https://semiwiki.com/ip/imagination-technologies/375737-cto-interview-with-ed-plowman-of-imagination-technologies/ Ed Plowman is Chief Technology Officer at Imagination Technologies, where he leads technology strategy, advanced architecture research and long-term innovation initiatives. He focuses on the convergence of graphics, compute and artificial intelligence, helping shape the next generation of efficient and adaptable computing platforms
Source: https://semiwiki.com/ip/375751-ip-update-from-alphacore-at-dac-2026/ Rusafa Shahreen, Director of Technical Marketing at Alphacore met with me at DAC 2026 to provide an update on what’s new in their IP for AMS, RF, imaging and rad-hard designs. Her background includes MSEE and MBA degrees, plus seven years at Alphacore
Source: https://semiwiki.com/ip/ceva/375670-cevas-next-neupro-generation-opens-new-possibilities-across-ai/ Ceva is broadening the possibilities for AI silicon with a new generation of its NeuPro neural processing unit portfolio, bringing a common architecture and unified software environment to applications spanning sensors, intelligent devices and cloud infrastructure. 세바(Ceva)는 센서, 지능형 기기, 클라우드
semiconductor
Source: https://semiwiki.com/eda/amiq-eda/375732-using-for-ai-for-root-cause-analysis-of-simulation-failures/ I’ve been working with AMIQ EDA for almost nine years now, writing about their cool technologies and interviewing users about their experiences. I’ve read through more user guides and release notes than I can count. I’ve watched many dozens of
semiconductor
Source: https://semiwiki.com/eda/siemens-eda/375646-agentic-ai-accelerates-3d-ic-engineering-for-the-ai-factory-era/ By Sudarshan Deo, software R&D Manager for 3D IC, Siemens What if you could completely rethink what an EDA workflow looks like for the increasingly complex 3D ICs powering the next generation of AI factories? Siemens’ expanded agentic AI portfolio is
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/intel/375827-intels-tiny-bridges-could-lead-to-very-big-paychecks/ Intel’s next big opportunity could come from something that sounds spectacularly unglamorous: connecting tiny pieces of silicon. Advanced packaging rarely attracts the attention lavished on powerful processors or artificial intelligence models. Yet it increasingly determines how effectively those technologies perform. For Intel,
semiconductor
Source: https://semiwiki.com/ceo-interviews/375564-ceo-interview-with-vera-yang-of-flexcompute/ Vera Yang is President and Co-Founder of Flexcompute, a frontier AI lab building a Physics World Model that bridges data-driven AI and the laws of physics. She focuses on the problems where the stakes are highest and the physics hardest, including photonic chips for
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-11-05/financial-predictionization Predictionization I used to think a lot about “tokenized real estate.” During the crypto boom, people would sometimes pop up and say “until now, it was impossible for ordinary people to own a fractional share of a commercial building, but crypto
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-11-04/the-midterm-predictions-were-good Good job Kalshi! The thing is, every two years, prediction markets are amazing. Every normal American wants to know one thing when the polls close on Election Day, which is “who won?” You can go on social media, and people who
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/375803-high-nas-obituary-was-premature/ High numerical aperture EUV lithography was supposed to be the next step in semiconductor manufacturing. Then came the doubts: expensive scanners, smaller exposure fields, difficult economics and big customers finding ways to stretch existing equipment. It became tempting to confuse a delayed adoption curve
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-11-03/how-much-should-anthropic-pop Pre-IPO Here’s a question I have about equity capital markets. We have talked a few times about pre-IPO perpetual futures: Some offshore trading platforms, most notably Hyperliquid/Trade[XYZ],[1] list perpetual futures contracts on big private companies that are
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-11-02/binance-got-some-money-back Binance hack What happens if someone hacks into your bank account and steals your money? Is there anything you can do about it? At a high level, there are two somewhat reassuring answers: 1. Your bank might be able to get
Book
Source: https://semiwiki.com/general/374750-the-compass-finding-tomorrow-in-the-minds-of-yesterday/ What makes a breakthrough possible? Intelligence, certainly, but also curiosity, persistence and the courage to follow an idea before anyone can see where it leads. Sunil Mehta’s novel The Compass builds its premise around this question. Four students discover a mysterious compass that
semiconductor
Source: https://semiwiki.com/eda/easy-logic/375390-ceo-interview-with-dr-sean-wei-of-easy-logic/ Dr. Wei has served as CEO of Easy-Logic since 2020, focusing on building a strong operational foundation for the company. Previously, as CTO, he led the development of the core algorithms and tool architecture for the flagship product EasylogicECO, seamlessly aligning EasylogicECO technology
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/375329-tsmcs-patent-and-the-harsh-realities-of-3d-dram-competition/ Discussions around TSMC’s vertical DRAM patents raise an intriguing question: could the world’s leading foundry eventually challenge established memory manufacturers? The curiosity is understandable. Patent disclosures involving vertical transistors and integrated capacitors show that TSMC is exploring architectures relevant to future memory