CEO Interview with Mark Ren of Agentrys

CEO Interview with Mark Ren of Agentrys
by Daniel Nenni on 07-10-2026 at 10:00 am

Mark Ren Agentrys AI

Mark Ren 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. At NVIDIA, he helped establish the company

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The Accidental Infrastructure: How Crypto Miners Built the Foundation of the AI Boom

The Accidental Infrastructure: How Crypto Miners Built the Foundation of the AI Boom
by Jonah McLeod on 07-06-2026 at 2:00 pm

shutterstock 772693789

Most crypto forty-niners died broke in a warehouse full of their computing rigs. Former Ethereum miner CoreWeave took its gold to Wall Street. On June 22, 2026, it joined the Nasdaq-100 — fifteen months after its IPO, nine years after its founders assembled their first GPU rig in a New Jersey office.

The people who built the physical… Read More


Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031

Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031
by Daniel Nenni on 07-01-2026 at 10:00 am

Why Huawei Says It Will Match TSMC's Most Advanced Chips by 2031

Huawei’s assertion that it could match TSMC in producing the world’s most advanced chips by 2031 reflects both technological ambition and geopolitical necessity. As one of China’s leading technology companies, Huawei has faced significant restrictions on access to advanced semiconductor technology due to U.S. export controls.… Read More


The Wedding of the Year: Why AI Infrastructure Financing Is Becoming a Semiconductor Story

The Wedding of the Year: Why AI Infrastructure Financing Is Becoming a Semiconductor Story
by Jonah McLeod on 06-24-2026 at 2:00 pm

Open AI Illustration

Every family has that one wedding where, halfway through the toasts, someone leans over and whispers “wait, who’s paying for all this?” This is that wedding. OpenAI and Broadcom are the happy couple. Apollo Global Management walked the bride down the aisle. Nvidia may have just stood up to offer a toast, a very… Read More


RISC-V and AI: The Architecture Shift Is Now

RISC-V and AI: The Architecture Shift Is Now
by Daniel Nenni on 06-17-2026 at 10:00 am

RISC V and AI The Architecture Shift Is Now

The semiconductor industry has experienced several defining transitions over the last three decades. We moved from single-core to multicore processors, from ASIC-centric designs to IP-based SoCs, and from monolithic integration to heterogeneous architectures. Today, another transition is underway, one that may ultimately… Read More


PowerArtist RTL Power Estimation Folds into Keysight

PowerArtist RTL Power Estimation Folds into Keysight
by Bernard Murphy on 06-17-2026 at 6:00 am

PowerArtist exploring and fixing hotspots in a GPU

Back in the late 1990s, Sente launched a product called WattWatcher to estimate power from design RTL and simulation activity. This was revolutionary for its time since alternatives, while very accurate, only offered power analysis at the gate level. Gate-level analysis is great for fine-tuning power but is unhelpful for achieving… Read More


The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom

The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom
by Daniel Nenni on 06-11-2026 at 10:00 am

The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom

The explosive growth of artificial intelligence is transforming the semiconductor industry, and nowhere is this more evident than in the memory sector. AI training and inference workloads are fundamentally memory-intensive, driving unprecedented demand for advanced DRAM architectures, High Bandwidth Memory (HBM), and… Read More


TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations

TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations
by Daniel Nenni on 06-03-2026 at 10:00 am

TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations

TSMC, the world’s largest contract semiconductor manufacturer, is significantly expanding its deployment of NVIDIA artificial intelligence and accelerated computing technologies throughout its chip design and manufacturing operations. The initiative represents one of the most comprehensive applications of AI within… Read More


Re-Spins Get You Fired, Says Intel CEO Lip-Bu Tan

Re-Spins Get You Fired, Says Intel CEO Lip-Bu Tan
by Daniel Nenni on 05-29-2026 at 6:00 am

Re Spins Get You Fired, Says Intel CEO Lip Bu Tan

Intel CEO Lip-Bu Tan’s statement that “re-spins get you fired” reflects the enormous pressure facing semiconductor companies as chip complexity, manufacturing costs, and competitive demands continue to rise. In the semiconductor industry, a “re-spin” occurs when a chip design must be revised and manufactured again because… Read More


Carbon in the Age of AI Chips: What the Semiconductor Industry Needs to Know This Earth Day

Carbon in the Age of AI Chips: What the Semiconductor Industry Needs to Know This Earth Day
by Admin on 04-23-2026 at 6:00 am

Carbon in the Age of AI Chips

Stephen Russell: Senior Technical Fellow, TechInsights

Every April, Earth Day prompts a flurry of corporate sustainability pledges and green-tinted press releases. But for the semiconductor industry in 2026, the conversation has moved well past pledges. Carbon accountability is now a procurement requirement, a regulatory… Read More