# semiAIfoundry Authoritative public research, publications, systems, and learning material. The human website and machine representations share the same approved content. ## Discovery - [Agent access](https://semiaifoundry.com/agents/) - [Catalog](https://semiaifoundry.com/agents/catalog.json) - [Read-only API and MCP contracts](https://semiaifoundry.com/agents/openapi.json) - [Research artifacts](https://semiaifoundry.com/agents/artifacts.json) - [Capabilities](https://semiaifoundry.com/agents/capabilities.json) - [RSS](https://semiaifoundry.com/feeds/publications.xml) - [Atom](https://semiaifoundry.com/feeds/publications.atom) - [Changes](https://semiaifoundry.com/feeds/changes.json) ## Publications - [Semiconductor Executive Intelligence - October 19, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-10-19.md): 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. - [Semiconductor Pulse](https://semiaifoundry.com/agents/publications/semiconductor-pulse.md): Taiwan monthly signals, global quarterly context, and an integrated executive readout. Inspect company disclosures, segment-level evidence, and a fixed published edition. - [Semiconductor Executive Intelligence - October 12, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-10-12.md): 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. - [Which options must survive?](https://semiaifoundry.com/agents/publications/crg-options-exploration.md): 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. - [Semiconductor Executive Intelligence - October 5, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-10-05.md): Memory and compute pricing, AI-native design, manufacturing readiness, financing, and policy. The operating implications of the latest evidence across the semiconductor value chain. - [The Agentic Brain](https://semiaifoundry.com/agents/publications/agentic-brain.md): Dual-process metacognition, evidence-gated authority, and runtime governance. A control-plane framework for how AI agents reason, acquire evidence, and make consequential commitments. - [Semiconductor Executive Intelligence - 30 Sept, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-09-30.md): Foundry concentration, HBM scarcity, qualified packaging, and the financing behind AI infrastructure. What the signals establish—and what still requires evidence. - [Semiconductor Executive Intelligence - 25 Sept, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-09-25.md): Price-led growth versus physical demand, qualified alternatives, AI-enabled design flows, and the contractual consequences of infrastructure readiness. - [FabQED](https://semiaifoundry.com/agents/publications/fabqed.md): Fab-grade orchestration for semiconductor suppliers. One governed response connects fab-impacting escalations to containment, investigation, accountable action, reviewed customer updates, and signed closure. - [Semiconductor Executive Intelligence - 22 Sept, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-09-22.md): Selective physical recovery, unequal memory economics, software-driven hardware decisions, and investments moving on different readiness clocks. - [Semiconductor Executive Digest - 19 Sep, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-09-19.md): Uneven value capture in the AI buildout, competing compute architectures, manufacturing integration, and memory placement beyond HBM. - [Semiconductor Executive Digest — 17 Sep, 2026](https://semiaifoundry.com/agents/publications/intelligence-2026-09-17.md): 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. - [When Discovery Becomes Abundant](https://semiaifoundry.com/agents/publications/when-discovery-becomes-abundant.md): 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? - [Where the line was](https://semiaifoundry.com/agents/publications/where-the-line-was.md): 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. - [AI Machinery Atlas v1.3.0](https://semiaifoundry.com/agents/publications/atlas.md): 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. - [The commitment layer for AI-native chip design](https://semiaifoundry.com/agents/publications/crg-system.md): CRG Systems v1.5.0 connects formal theory, reproducible validation, independent replay, and an agent-native boundary in one cumulative system. - [Addressing a 55-Year Gap in Chip Design](https://semiaifoundry.com/agents/publications/crg-announcement.md): Introducing A Communication Theory of Computation Realization and CRG System, developed through human-led collaboration with GPT-5.6 and Claude Fable 5. - [A Communication Theory of Computation Realization](https://semiaifoundry.com/agents/publications/crg-theory.md): Six manuscripts connect computation, legal transformations, realization geometry, and safe commitment, with public validation and an operational system. - [Introducing semiAIfoundry Research](https://semiaifoundry.com/agents/publications/research-commitment.md): Our commitment to radical transparency, open knowledge, and recognized collaboration across all forms of intelligence. - [Inside the machinery](https://semiaifoundry.com/agents/publications/inside-machinery.md): A one-minute journey through ten captured Atlas moments, following actual data, learned state, verification, and recovery. Includes captions, a transcript, and links to the interactive lessons. - [Follow the machinery](https://semiaifoundry.com/agents/publications/follow-machinery.md): Eight engineering experiences connect material transformation, memory, realization choices, retained work, application results, and orbital constraints. - [The Ascent](https://semiaifoundry.com/agents/publications/ascent.md): A cinematic journey through modern AI, from attention and early GPT systems toward the frontier. - [Where the line was: the film](https://semiaifoundry.com/agents/publications/line-film.md): The companion film follows the recurring argument over machine intelligence and the shift from benchmark performance to formally checkable discovery. - [Introducing FabQED](https://semiaifoundry.com/agents/publications/fabqed-film.md): The platform introduction for fab-grade orchestration of semiconductor supplier workflows. - [semiAIfoundry](https://semiaifoundry.com/agents/publications/foundry.md): semiAIfoundry is a research and technology development platform applying advanced AI and disciplined execution to frontier scientific and technological challenges. - [Research in the Open](https://semiaifoundry.com/agents/publications/research-mission.md): semiAIfoundry Research’s commitment to radical transparency, open knowledge, and recognized collaboration across all forms of intelligence. - [About semiAIfoundry](https://semiaifoundry.com/agents/publications/founder-background.md): semiAIfoundry is a founder-led research and technology development platform applying advanced AI to frontier scientific and technological challenges. - [A Communication Theory of Computation Realization: Resource-Conditioned Geometry of Legal Realizations and the Safe-Commitment Law](https://semiaifoundry.com/agents/publications/crg-canonical-theory.md): A 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... - [Computation-Realization Geometry: Semantic Interface Laws, Decision-Sufficient Abstraction, and Cost Duality](https://semiaifoundry.com/agents/publications/crg-foundations.md): This 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... - [A Generalized Rent Law from Computation-Realization Geometry: Scaling Fixed Points, Hierarchy Phase, and Finite-Scale Diagnostics](https://semiaifoundry.com/agents/publications/crg-scaling.md): This 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... - [Designing with Computation-Realization Geometry: Certified Architecture Selection, Technology Matching, and Reference Physical Realization](https://semiaifoundry.com/agents/publications/crg-design.md): This 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... - [Structural Theorems for Computation-Realization Geometry: Interaction, Safe Commitment, Network Embedding, Conservation, and Scaling](https://semiaifoundry.com/agents/publications/crg-structural-theorems.md): This 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... - [Certified Nonseparable Co-Design of a Long-Context Transformer Superblock: A Computation-Realization Geometry Case Study](https://semiaifoundry.com/agents/publications/crg-transformer.md): This 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... ## Boundaries Read-only public knowledge. Publication and validation are not permission to act. Rights and licenses remain artifact-specific; API access grants no additional rights. No contact submission, private inputs, admin data, or product execution.