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Build vs Buy: Who Owns the Intelligence Behind Tomorrow's Chips?
DescriptionArtificial Intelligence is rapidly transforming semiconductor design automation, promising major gains in productivity across the design lifecycle — from system requirements and architectural specifications to verification, layout optimization, and design closure. Yet unlike traditional EDA tools, AI systems rely on proprietary data, evolving models, and complex integrations with mission-critical workflows. This raises a fundamental and provocative question for the industry: would you trust an AI system to make decisions that directly impact tape-out success?

This panel brings together leaders from startups, established EDA vendors, and semiconductor design houses to explore how AI is being applied to both upstream activities such as requirements definition and specification development, as well as downstream design and verification tasks. The discussion will examine trust, explainability, data ownership, and accountability when AI influences critical engineering decisions.

Panelists will debate the strategic build-versus-buy decision for AI-based design automation, including whether AI-generated requirements should be treated as authoritative inputs and how organizations can balance innovation with risk in cost- and schedule-critical silicon programs.