semiAIfoundry
All publications.
The complete publication record: research, systems, product platforms, industry intelligence, perspectives, and films from semiAIfoundry.
Publications and releases
Semiconductor Executive Intelligence - October 19, 2026
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
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
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?
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
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
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
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
Price-led growth versus physical demand, qualified alternatives, AI-enabled design flows, and the contractual consequences of infrastructure readiness.
FabQED
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
Selective physical recovery, unequal memory economics, software-driven hardware decisions, and investments moving on different readiness clocks.
Semiconductor Executive Digest - 19 Sep, 2026
Uneven value capture in the AI buildout, competing compute architectures, manufacturing integration, and memory placement beyond HBM.
Semiconductor Executive Digest — 17 Sep, 2026
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
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
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
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
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
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
Six manuscripts connect computation, legal transformations, realization geometry, and safe commitment, with public validation and an operational system.
Introducing semiAIfoundryTM Research
Our commitment to radical transparency, open knowledge, and recognized collaboration across all forms of intelligence.
Films and guided experiences
Inside the machinery
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
Eight engineering experiences connect material transformation, memory, realization choices, retained work, application results, and orbital constraints.
The Ascent
A cinematic journey through modern AI, from attention and early GPT systems toward the frontier.
Where the line was: the film
The companion film follows the recurring argument over machine intelligence and the shift from benchmark performance to formally checkable discovery.
Introducing FabQED
The platform introduction for fab-grade orchestration of semiconductor supplier workflows.