https://semiaifoundry.com/publications/Research, systems, intelligence, and perspectives from semiAIfoundry.intelligence-2026-10-19https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-10-19/TSMC and ASML results, divided end markets, compute implementation choices, specialty manufacturing, and financing and policy. A weekly review distinguishing reported results, project milestones and unresolved risks.Mon, 19 Oct 2026 12:00:00 GMTsemiconductor-pulsehttps://semiaifoundry.com/semiconductor-pulse/Taiwan monthly signals, global quarterly context, and an integrated executive readout. Inspect company disclosures, segment-level evidence, and a fixed published edition.Tue, 13 Oct 2026 12:00:00 GMTintelligence-2026-10-12https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-10-12/Memory contract repricing, PC shipment weakness, custom silicon, packaging agreements, financing, and policy. A revised weekly review separating reported results, company plans, and conditional forecasts.Mon, 12 Oct 2026 12:00:00 GMTcrg-options-explorationhttps://semiaifoundry.com/learn/crg/preserving-options/Inspect how changing prices and decision classes expose the cost of discarded realization choices, then connect the example to CRG theory, published validation, and the released system.Wed, 07 Oct 2026 12:00:00 GMTintelligence-2026-10-05https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-10-05/Memory and compute pricing, AI-native design, manufacturing readiness, financing, and policy. The operating implications of the latest evidence across the semiconductor value chain.Mon, 05 Oct 2026 12:00:00 GMTagentic-brainhttps://semiaifoundry.com/research/the-agentic-brain/Dual-process metacognition, evidence-gated authority, and runtime governance. A control-plane framework for how AI agents reason, acquire evidence, and make consequential commitments.Sat, 03 Oct 2026 12:00:00 GMTintelligence-2026-09-30https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-09-30/Foundry concentration, HBM scarcity, qualified packaging, and the financing behind AI infrastructure. What the signals establish—and what still requires evidence.Wed, 30 Sep 2026 12:00:00 GMTintelligence-2026-09-25https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-09-25/Price-led growth versus physical demand, qualified alternatives, AI-enabled design flows, and the contractual consequences of infrastructure readiness.Fri, 25 Sep 2026 12:00:00 GMTfabqedhttps://semiaifoundry.com/portfolio/#fabqed-headingFab-grade orchestration for semiconductor suppliers. One governed response connects fab-impacting escalations to containment, investigation, accountable action, reviewed customer updates, and signed closure.Fri, 25 Sep 2026 12:00:00 GMTintelligence-2026-09-22https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-09-22/Selective physical recovery, unequal memory economics, software-driven hardware decisions, and investments moving on different readiness clocks.Tue, 22 Sep 2026 12:00:00 GMTintelligence-2026-09-19https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-09-19/Uneven value capture in the AI buildout, competing compute architectures, manufacturing integration, and memory placement beyond HBM.Sat, 19 Sep 2026 12:00:00 GMTintelligence-2026-09-17https://semiaifoundry.com/publications/semiconductor-executive-intelligence/2026-09-17/The AI boom is broadening its supply chain—not yet the recovery. Separate specific process opportunities, powered capacity, and software efficiency from blanket growth assumptions.Thu, 17 Sep 2026 12:00:00 GMTwhen-discovery-becomes-abundanthttps://semiaifoundry.com/publications/perspectives/when-discovery-becomes-abundant/Every tool that made us smaller made our world larger. What becomes possible when intellectual exploration is no longer bounded by the number of human minds available to pursue it?Fri, 11 Sep 2026 12:00:00 GMTwhere-the-line-washttps://semiaifoundry.com/updates/where-the-line-was/A 183-year ledger of artificial intelligence's moving finish line, and what changes when AI moves from passing benchmarks to producing formally checkable knowledge.Tue, 08 Sep 2026 12:00:00 GMTatlashttps://semiaifoundry.com/ai-atlas/311 lessons and 28 engineering experiences connect atoms, transistors, packages, accelerators, data centers, and learning systems. Includes guided experiences, a cinematic companion, and portable downloads.Mon, 07 Sep 2026 12:00:00 GMTcrg-systemhttps://semiaifoundry.com/updates/the-commitment-layer-for-ai-native-chip-design/CRG Systems v1.5.0 connects formal theory, reproducible validation, independent replay, and an agent-native boundary in one cumulative system.Thu, 03 Sep 2026 12:00:00 GMTcrg-announcementhttps://semiaifoundry.com/updates/communication-theory-of-computation-realization/Introducing A Communication Theory of Computation Realization and CRG System, developed through human-led collaboration with GPT-5.6 and Claude Fable 5.Tue, 25 Aug 2026 12:00:00 GMTcrg-theoryhttps://semiaifoundry.com/research/computation-realization-geometry/Six manuscripts connect computation, legal transformations, realization geometry, and safe commitment, with public validation and an operational system.Tue, 25 Aug 2026 12:00:00 GMTcrg-foundationshttps://semiaifoundry.com/research/computation-realization-geometry/#crg-foundationsThis paper introduces the foundational object of Computation–Realization Geometry (CRG). A terminalized computation and resource contract define a legal realization family P; typed signatures yield the exact attainable region R, the upper obligation region Γ, and the...Tue, 25 Aug 2026 12:00:00 GMTcrg-scalinghttps://semiaifoundry.com/research/computation-realization-geometry/#crg-scalingThis paper develops a conditioned scaling theory for Computation–Realization Geometry. A Rent-like profile is defined as the multiscale observation of one legal realization under a declared hierarchy, accounting convention, estimator, and fit window. Stable dilation limits yield...Tue, 25 Aug 2026 12:00:00 GMTcrg-designhttps://semiaifoundry.com/research/computation-realization-geometry/#crg-designThis paper develops the design calculus of Computation–Realization Geometry. Technology enters after computation, legality, and attainability through feasible embeddings, service laws, and declared objectives. Finite algebraic registries induce semialgebraic technology phase...Tue, 25 Aug 2026 12:00:00 GMTcrg-structural-theoremshttps://semiaifoundry.com/research/computation-realization-geometry/#crg-structural-theoremsThis paper develops selected exact deterministic fragments of Computation–Realization Geometry rather than claiming closure of the complete nonlinear, randomized, approximate, or physically embedded theory. It establishes circuit–protocol translations under named accounting...Tue, 25 Aug 2026 12:00:00 GMTcrg-transformerhttps://semiaifoundry.com/research/computation-realization-geometry/#crg-transformerThis paper presents a complete evaluation within a declared finite algebraic registry and typed exclusions for a long-context Transformer superblock. The registry distinguishes dedicated, universal time-shared, split-specialist, hybrid, memory-centric, and vertical realization...Tue, 25 Aug 2026 12:00:00 GMTcrg-canonical-theoryhttps://semiaifoundry.com/research/computation-realization-geometry/#crg-canonical-theoryA computation specifies a semantic relation, not one inevitable algorithm, hierarchy, architecture, or physical implementation. This article introduces Computation–Realization Geometry (CRG), a computation-first theory of the legal ways a declared computation can become...Mon, 24 Aug 2026 12:00:00 GMTresearch-commitmenthttps://semiaifoundry.com/updates/semiaifoundry-research-launch/Our commitment to radical transparency, open knowledge, and recognized collaboration across all forms of intelligence.Mon, 01 Jun 2026 12:00:00 GMT