Episode #7
Cadence’s Agentic AI, DAC 2026, South Korea's Semiconductor Boom, Intel's High NA EUV Milestone, and Intel/TSMC Revenue Surges. And a road trip.
We’re talking about Cadence’s Agentic AI, DAC 2026, South Korea's Semiconductor Boom, Intel's High NA EUV Milestone, and Intel/TSMC Revenue Surges. Also, a trip to Capitol Hill in DC and the Air and Space Museum in Virginia bubbled up some new developments and a significant historical insight.

