semiAIfoundry
Research, intelligence, perspectives, and progress from semiAIfoundry.
Dual-process metacognition, evidence-gated authority, and runtime governance. A control-plane framework for how AI agents reason, acquire evidence, and make consequential commitments.
Explore the researchExecutive intelligence
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.
Read the editionPerspectives
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?
Read the essayCompany updates
Fab-grade orchestration for semiconductor suppliers. One governed response connects fab-impacting escalations to containment, investigation, accountable action, reviewed customer updates, and signed closure.
Read moreTSMC 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.
Taiwan monthly signals, global quarterly context, and an integrated executive readout. Inspect company disclosures, segment-level evidence, and a fixed published edition.
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.
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.
Memory and compute pricing, AI-native design, manufacturing readiness, financing, and policy. The operating implications of the latest evidence across the semiconductor value chain.
Dual-process metacognition, evidence-gated authority, and runtime governance. A control-plane framework for how AI agents reason, acquire evidence, and make consequential commitments.
Foundry concentration, HBM scarcity, qualified packaging, and the financing behind AI infrastructure. What the signals establish—and what still requires evidence.