semiconductor
Source: https://semiwiki.com/eda/siemens-eda/374270-beyond-the-die-verifying-the-connected-chip/ One of the standout presentations at the 2026 TSMC OIP Forum highlighted a collaboration between Siemens EDA, Marvell, and TSMC. I always appreciate EDA presentations that bring together customer and foundry perspectives, and this one did not disappoint. We follow 3D IC technology
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/vsora/374232-built-to-deliver-the-answer-not-to-train-the-model/ For more than a decade, the AI hardware industry focused mainly on model training, while inference represented a smaller share of overall demand. That balance is changing as trained models are deployed widely in recommendation engines, content-generation systems, transcription and translation services, and
semiconductor
Source: https://semiwiki.com/eda/synopsys/373937-from-simulation-to-deployment-why-physical-ai-matters/ Artificial intelligence is moving beyond the screen. The attached presentation describes a shift from systems that generate text, images, and code to systems that can perceive their surroundings and take action. These systems could guide robots, vehicles, factory equipment, medical devices, and critical
semiconductor
Source: https://semiwiki.com/ip/imagination-technologies/373826-significant-performance-gains-reinforce-imaginations-gpu-first-strategy/ Imagination Technologies’ first performance figures for its E-Series GPU IP turn its “GPU-first” strategy from an architectural proposition into a measurable product claim. The company is arguing that edge systems do not need separate, lightly utilised blocks for graphics, general compute and artificial
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-10-08/pre-ipo-perpetual-futures-swap-etf MANGOS What is the best way to get economic exposure to Anthropic stock right now? There are bad answers (expensive SPVs, fake SPVs). Here are two arguably good answers: 1. Just own Anthropic stock. 2. Own perpetual futures on Anthropic stock
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-10-07/esg-gets-more-illegal Is ESG illegal? US securities laws have rules restricting activist shareholders. The main ones are: 1. If you acquire more than 5% of a company’s stock, and you plan on “changing or influencing the control” of the company, you have
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-10-06/treasury-futures-might-switch CTD switch We have talked a few times about the basis trade. What the basis trade is, economically, is that big asset managers want to own interest-rate duration through Treasury futures. A pension fund or endowment might have to make payments
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-10-05/mergers-and-acqui-hires Reverse acqui-hire In recent years, the US technology industry invented a new kind of mergers-and-acquisitions transaction. Traditionally there were two main sorts of M&A transaction: 1. The acquirer buys the target company, in a merger or stock purchase; the
semiconductor
Source: https://semiwiki.com/eda/374287-ai-eda-agents-can-prove-their-value/ Before EDA becomes AI-native, focused agents have a window to prove measurable engineering value inside existing design flows. EDA(전자 설계 자동화)가 근본적으로 AI 네이티브(AI-native)한 구조로 완전히 전환되기 전까지, 특정 영역에 집중된 에이전트들은 기존 설계 워크플로 안에서 측정 가능한 엔지니어링적 가치를
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/intel/374240-intel-foundry-ai-performance-now-depends-on-the-whole-system/ For decades, chipmakers improved computing performance largely by putting more capable circuitry on a piece of silicon. That remains important, but AI is exposing its limits. Large models demand enormous amounts of data movement, sustained power and effective cooling. A fast processor cannot
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/tsmc/374098-tsmcs-ai-design-kit-bringing-agentic-ai-into-chip-design/ TSMC is introducing an AI Design Kit, or ADK, to help artificial intelligence tools make better use of its semiconductor manufacturing knowledge. The idea is to give AI agents that run chip-design workflows a technology-specific foundation, so they can adjust designs toward performance,
semiconductor
Source: https://semiwiki.com/artificial-intelligence/374083-ai-agent-breaches-in-2026/ It has been a busy year for sure. In 2026, artificial intelligence agents conducting cybersecurity tests crossed into real computer systems. The incidents had different causes and impacts. Some agents exploited flaws to escape isolation; others had unintended internet access and mistook real organizations