Jensen Huang’s declaration that “AGI has arrived” is less a scientific verdict than a compressed statement about infrastructure, economics and momentum. His evidence is OpenAI’s GPT-6 Astra, reportedly trained on more than 100,000 Nvidia Grace Blackwell NVL72 systems, followed by a promise that another 400,000 GPUs are coming… Read More
NVIDIA Vera: Rebuilding the CPU for Agentic AISource: Jonathon Evans and Polychronis Xekalakis, “NVIDIA Vera…Read More
High-NA EUV Moves From Experiment to ManufacturingIntel Foundry and ASML say high-numerical-aperture extreme-ultraviolet lithography…Read More
ASML and TSMC’s 12-Inch Photomask Initiative: Technical SignificanceASML and TSMC’s proposed shift from 6-inch to…Read More
When Design Gets Faster, the Bottleneck Moves Through the Physical StackAI can compress the path to tape-out. The…Read MoreSamsung Might Be the Most Unusual Company on Earth
Samsung might be the most unusual company on earth because it is difficult to decide what kind of company it actually is. To most consumers, Samsung means smartphones, televisions, refrigerators. Yet the name also appears on apartment towers, cargo ships, hospital equipment, insurance policies, construction projects, and… Read More
SemiWiki CEO Interview with Dr. Nissan Maskil of Qarakal Quantum
Nissan Maskil, PhD, is the CEO and co-founder of Qarakal Quantum, established in 2024. Nissan brings 40 years of national technology program experience to Qarakal Quantum, where they’re working to enable researchers and enterprises to run larger and more meaningful quantum computing workloads sooner.
Nissan is a deep-tech… Read More
Podcast EP365: How Agentrys is Revolutionizing Chip Design with Mark Ren
Daniel is joined by Mark Ren, founder and CEO of Agentrys. Mark has 26 years of EDA and AI R&D experience spanning IBM Research and NVIDIA Research, driving design automation innovations that power modern chip design. He received the IBM Corporate Award for contributions to the design closure for high-performance microprocessors.… Read More
TSMC’s 2026 OIP Forum to Spotlight the Technologies Shaping the Next Era of Chips
It’s that time of year again. Time certainly flies when AI is chasing you! This year marks the 18th TSMC OIP Ecosystem Forum, and it promises to be bigger and better than ever. My SemiWiki partners, Mike Gianfagna and Kalar Rajendiran, will join me in covering the event live, so stay tuned for all the news that’s fit to print.
Mike and… Read More
Webinar – Avestra Explains How to Achieve Assertion Driven Silicon Success
Studies have shown that nearly 20% of the verification cycle is spent on assertion generation, debugging, and methodology integration. This work remains largely manual today or is delegated to general-purpose LLMs that can produce incorrect assertions more than 30% of the time. Avestra attacks this problem with agentic AI … Read More
PDF Solutions CONNECT 2026: Where Semiconductor Data Meets AI
The semiconductor industry is entering a period in which manufacturing leadership will depend not simply on producing more data, but on turning that data into timely, trustworthy decisions. PDF Solutions CONNECT 2026 is designed around this challenge. Taking place October 15–16 at the Westin St. Francis in San Francisco, the… Read More
Webinar – ChipAgents Shows You How to Break the Timing Closure Bottleneck with AI
We all know timing closure is one of the most challenging processes in chip design. Extracting actionable insight from massive timing reports, tracing violations back to RTL, and selecting the right fix across complex PPA tradeoffs all require deep expertise. And every change can trigger hours or days of tool runs and cross-team… Read More
Jalapeño Hot Chip, Cool Power Bill: OpenAI Turns Up the Heat on AI Inference
OpenAI’s Jalapeño is a custom accelerator designed specifically for AI inference, particularly the low-latency, multi-chip workloads behind interactive and agentic systems. Its central idea is that useful performance cannot be reduced to peak floating-point operations or memory bandwidth. What matters is how quickly … Read More
Keysight EDA update at DAC 2026
On the last day of #DAC2026 I stopped by the Keysight booth to chat with Nilesh Kamdar, GM of EDA Business to get an update. He has spent 27 years in the industry, and this made 25 DAC trips for him. For Keysight the application areas of focus are serving designers of high frequency and high-speed digital, RF, and mm/uwave designs. An … Read More



ASML and TSMC’s 12-Inch Photomask Initiative: Technical Significance