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Industry

Design houses move from outsourced chip design to AI chip architecture

Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.

AI & Enterprise

U.S., China step up next-generation LLM race as big tech reshapes coding AI

Competition in large language models is intensifying as leading AI companies in the United States and China release new systems more frequently. OpenAI unveiled GPT-5.5 and began distributing it to paying ChatGPT users, while Anthropic launched Claude Opus 4.7. China’s DeepSeek released preview versions of V4 and Moonshot AI unveiled Kimi-K2.6. The coding AI market is also being reshaped by capital-heavy companies, including SpaceX securing an option to acquire Cursor for $60 billion.

AI & Enterprise

Combining multiple open-source models can detect Mythos-level vulnerabilities

Ari Herbert-Voss (아리 허버트-보스), chief executive of AI security startup RunSybil, argued that combining open-source models can deliver vulnerability detection performance comparable to Anthropic\'s Mythos, The Register reported on April 24. Speaking at the Black Hat Asia conference in Singapore, he said Mythos benefits from supralinear scaling, where doubling data, computing and time can quadruple capabilities. He said open-source alternatives are essential because Mythos is costly and unlikely to be released.