Morning Brief

AI News

• SpaceXSI bundles X Premium, Grok and Cursor into one subscription TechCrunch AI
• The final Disrupt Stage lineup: Three days of conversations you won’t hear anywhere outside of TechCrunch Disrupt 2026 TechCrunch AI
• Zuck’s wonder...full Ben's Bites
• Amex introduces a framework to prevent AI agents from making unauthorized purchases TechCrunch AI
• Just 5 years in, interactive chatbot platform Character.AI files for bankruptcy TechCrunch AI

AI in VLSI

• Intel’s Open Software Blueprint: Why Production AI Needs More Than GPUs SemiWiki AI
• Pat Gelsinger warns AI chips alone cannot fix industry shortages - NewsBytes AI-in-Chip News
• Intel's former CEO Pat Gelsinger has a 'message' for OpenAI, Amazon, Anthropic, Tesla, Microsoft and othe - The Times of India AI-in-Chip News
• Making AI-driven chip design affordable with open agent factories and distributed inference at scale - IBM Research AI-in-Chip News
• Microsoft Maia 300: Plans Multi-Gigawatt AI Chip Deployment by 2027 - Convergence Now AI-in-Chip News

Silicon

• U.S. Chip Firms Bet Big on R&D IEEE Spectrum Silicon
• Chip Industry Technical Paper Roundup: Oct. 13 SemiEngineering
• Carbon-Dot Interface Enables Ultrathin High-κ Dielectrics on 2D Semiconductors (UIUC, NETL, Argonne, Monash) SemiEngineering
• On-Chip Monitors Detect Bit-Flip Attacks in AI Accelerators (UF, UT Dallas, RPI) SemiEngineering
• Deterministic Nucleation Enables Controlled Growth of 2D Semiconductors (KAIST, TDS, Hanyang et al.) SemiEngineering

EDA

• EU Unveils €120 million Horizon Europe package for CO2 storage, DAC, And CCUS clusters - Oilfield Technology EDA Conferences
• Advancing design software with agentic AI - Electropages EDA Vendor News
• ISPD lifts H1 2026 revenue 23% on pro forma basis but stays in the red - TipRanks EDA Conferences
• Yosys 0.70 Yosys
• Dhaka Shahjalal International Airport Departures - Flightradar24 EDA Conferences

VLSI Industry

• The final Disrupt Stage lineup: Three days of conversations you won’t hear anywhere outside of TechCrunch Disrupt 2026 TechCrunch Startups
• TSMC Earnings Preview: High Growth Likely, But Mind The CAPEX (Downgrade) (NYSE:TSM) - Seeking Alpha M&A and Earnings
• Giraffe Bio aims its bespoke biomolecules at the looming copper shortage TechCrunch Startups
• ASML (ASML) Has EUV to Itself. Is 41 Times Earnings Too Much? - Yahoo Finance Foundry News
• Applied Materials (AMAT) Trades at 39.66 Times Earnings. Can 2027 Growth Carry It? - Yahoo Finance Foundry News