Expensive EDA licenses should keep chip design moving. Yet when license activity and job queues live in separate systems, teams can struggle to understand why work is waiting, which tools are underused, and whether additional spending will solve the problem. Idle seats, checkout failures, and stalled jobs can consume budgets… Read More
Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab Autonomy is granted per…Read More
Moving Beyond AI-Assisted Design – Agentrys Shows the Way with Agentic Loop EngineeringAt Hot Chips 2026, OpenAI presented Jalapeño, an…Read More
Rethinking Phase Jitter: An Algorithmic Approach to Signal IntegrityByline: Richard Shreiner Modern semiconductor architectures are pushing…Read More
Siemens and NVIDIA Accelerate Lithography for Next-Generation AI ChipsSiemens has announced advances in its collaboration with…Read MoreThe Wafer Is the New Battleground: Soitec CPO René Jonker on Building AI from the Substrate Up
Most of the AI conversation stops at the chip. At SEMICON West 2026 I sat down with René Jonker, Chief Product Officer of Soitec, to talk about what sits underneath it.
Ask an engineer where AI performance comes from and you will hear about process nodes, dataflow, HBM stacks and interconnect fabrics. Rarely about the wafer. Yet a … Read More
From Sequential R&D to Trusted Co-Innovation: The EPIC Model for Semiconductor Innovation
The semiconductor industry has long depended on collaboration between technology developers, equipment suppliers and manufacturers. But as artificial intelligence reshapes computing, established ways of working together may no longer be sufficient. The next wave of innovation will depend not just on what companies develop,… Read More
Strong Electronics Growth 2026
Growth in electronics production has been accelerating in 2026. Three-month-average change versus a year ago for electronics production in the U.S. was 8.1% in August 2026, continuing an accelerating growth trend since October 2025. Japan and the 27 countries of the European Union (EU 27) showed much stronger growth acceleration.… Read More
SEMICON West’s Autonomous Fab Vision Needs a Decision-Escalation Design
By Gleb Tsipursky
SEMICON West 2026’s smart-manufacturing agenda connected digital twins, agentic AI, physical AI, and increasingly autonomous factory operations. The final day included a session on automation and equipment for autonomous facilities. At its October CONNECT conference, PDF Solutions planned demonstrations… Read More
Teradyne Targets Edge AI Test Costs With UltraFLEXplus S Series
Teradyne has introduced the UltraFLEXplus S series, extending its semiconductor test platform to address the manufacturing economics of edge artificial intelligence. Announced on October 12, 2026, the series begins with the UltraFLEXplus S24, a 24-slot system intended for engineering and production testing. Its target… Read More
Beyond the Post-Mortem: How yieldHUB Live Turns the Test Floor Into an Open Window
At SEMICON West 2026 I sat down with John O’Donnell, founder and CEO, and Gillian O’Donnell, Director of Growth, to talk about how yieldHUB Live is transforming the semiconductor test floor from a blind spot into a real-time command center.
For decades, semiconductor test floors have operated as high-stakes black… Read More
Why America’s Semiconductor Manufacturing Capacity Matters
America’s semiconductor future will be shaped by its ability to turn scientific discoveries into chips manufactured at scale. That is why the investments outlined in Intel Foundry’s recent editorial matter beyond the company’s own business. They address a fundamental question: whether the United States can sustain the research,… Read More
Arteris FlexGen Opens Up Multi-Die Traffic Management for Non-Coherent Networks
Last year I wrote about Arteris’ introduction of multi-die support for coherent NoCs. This is a very big deal because hyperscalers and OEMs are now building large systems that depend on multi-chiplet architectures and require efficient traffic management between chiplets, in one case as many as 12 compute, fabric/cache and … Read More
The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip
Applied Materials President and CEO Gary Dickerson with the EPIC Center founding partners on October 12, 2026, in Sunnyvale, CA. (Tomas Ovalle/AP Content Services for Applied Materials, Inc.)The bottlenecks are becoming interconnected
Artificial intelligence is changing what the semiconductor industry must deliver. … Read More


SEMICON West’s Autonomous Fab Vision Needs a Decision-Escalation Design