Please welcome to the stage president semiameas Joe Stkunis. >> It's Semicon and we are focused on AI today. So it makes sense to start with a presentation from a leader of the most valuable company in the world and the leading semiconductor supplier to the AI community, Nvidia.Dr. . Timothy Costa, general manager industrial and computational engineering at NVIDIA, spearheads the strategic development and implementation of solutions for critical industries including semiconductors. He leads the industrial e ...

Core Insights - Cadence will participate in a fireside chat at the Wells Fargo TMT Summit on November 18, 2025, featuring John Wall, the senior vice president and CFO [2][3]. Company Overview - Cadence is a leader in AI and digital twins, focusing on computational software to enhance innovation in engineering design for silicon and systems [5]. - The company provides essential design solutions for semiconductor and systems companies across various markets, including hyperscale computing, mobile communications, automotive, aerospace, industrial, life sciences, and robotics [5]. - In 2024, Cadence was recognized by the Wall Street Journal as one of the world's top 100 best-managed companies [5]. - For the fiscal year 2024, Cadence reported revenues of $4.641 billion and a net income of $1.055 billion [8]. Event Details - The webcast of the fireside chat will be available live at 8:45 a.m. PST and will be archived for 180 days on the Cadence website [3][4].

Core Insights - NVIDIA and Samsung Electronics are collaborating to build a new AI factory that will integrate intelligent computing with chip manufacturing, marking a significant advancement in AI-driven production [2][4] - The factory will utilize over 50,000 NVIDIA GPUs, enhancing Samsung's digital transformation and advanced chip manufacturing capabilities [3][4] - This partnership aims to set a global standard for AI-driven semiconductor manufacturing, focusing on predictive maintenance and operational efficiency [4][5] Company Collaboration - The collaboration between NVIDIA and Samsung spans over 25 years, with a history of joint innovations in semiconductor technologies [5][18] - The companies are extending their partnership to include next-generation HBM, custom solutions, and foundry services for manufacturing, AI, and robotics [18] - Samsung is leveraging NVIDIA's technologies, including CUDA-X libraries and electronic design automation solutions, to enhance circuit simulation and manufacturing analysis [6][18] Technological Advancements - The integration of NVIDIA's cuLitho library into Samsung's lithography platform has resulted in a 20x performance improvement in computational lithography [9][18] - Samsung is utilizing the NVIDIA Omniverse platform to create digital twins, which facilitate AI-driven predictive maintenance and operational optimization [7][18] - The deployment of NVIDIA RTX PRO Servers will enhance intelligent logistics and operational planning within Samsung's manufacturing facilities [8][18] AI and Robotics - Samsung is advancing its robotics capabilities by employing NVIDIA's technologies, including Isaac Sim and Jetson Thor, to develop intelligent robots for manufacturing automation [11][12][18] - The collaboration also includes the development of AI-RAN network technology, which integrates AI with mobile network workloads, essential for the adoption of physical AI [13]

Core Insights - Tampnet has been selected to provide digital infrastructure for the Salamanca deep-water development operated by LLOG Exploration in the US Gulf, which has commenced production at the Leon and Castile fields [1] - The project utilizes an updated Independence Hub FPS for sustained operations [1] Network Expansion and Services - Tampnet has expanded its subsea fibre-optic network by 140km and increased its 4G/5G LTE network coverage by approximately 10,000km² to support the Salamanca project and other developments in the area [2] - The network solution includes fibre-based connectivity and Tampnet's own 5G infrastructure, designed for secure network slicing for high-bandwidth industrial applications [3] - The system is integrated with FirstNet and AT&T for vital communications, featuring a backup via low Earth orbit satellite for consistent operations [3] Infrastructure and Clientele - Following the expansion, Tampnet's network in the US Gulf now exceeds 1,700km of subsea fibre, connecting over 20 offshore facilities [4] - Tampnet serves more than 450 energy assets, both fixed and mobile, and continues to invest in infrastructure to support the offshore energy industry's digital transformation [4][5]

Core Insights - Cadence will hold its third quarter 2025 financial results webcast on October 27, 2025, at 2:00 pm Pacific Time [1][2] - The webcast will feature Dr. Anirudh Devgan, president and CEO, and John Wall, senior vice president and CFO [1] Company Overview - Cadence is a leader in AI and digital twins, focusing on computational software to enhance innovation in engineering design from silicon to systems [3] - The company's design solutions are crucial for semiconductor and systems companies, supporting various markets including hyperscale computing, mobile communications, automotive, aerospace, industrial, life sciences, and robotics [3] - In 2024, Cadence was recognized by the Wall Street Journal as one of the world's top 100 best-managed companies [3]

Core Insights - Dassault Systems is showcasing the future of manufacturing technology, emphasizing reliance on artificial intelligence and computerized simulations [3] - The partnership with Apple Inc. allows engineers and designers to utilize Apple headsets for viewing simulations, enhancing product development and factory layout [4] - The adoption of digital twins in manufacturing is aimed at reducing costs and accelerating development processes [5] Group 1: Technology and Innovation - The use of digital systems by Dassault promotes collaboration across different departments, mitigating the "silo" effect [5] - The company encourages engineers to experiment more, aiming to shorten the development cycle [6] - Participants at the briefings engaged with manufacturing simulations using Apple headsets, experiencing immersive environments with collaborative robots [9] Group 2: Industry Context - Traditional automakers face significant pressure from Chinese manufacturers, who can develop new vehicle models in 14 to 18 months, compared to 36 to 48 months for traditional companies [7][8] - Traditional auto companies are perceived to be three to five years behind in technology compared to their Chinese counterparts [8] - Dassault is a vendor for multiple Formula One teams, which utilize its solutions to make rapid changes between races, highlighting the competitive nature of the industry [10] Group 3: Company Developments - The Detroit Technology Center, which opened last year, consolidates Dassault's operations in southeastern Michigan [11]

Group 1 - The collaboration between automation and human workers is enhancing logistics efficiency, focusing on loading, shipping, and delivery processes [1] - Advances in artificial intelligence and machine learning are making robots faster and smarter, leading to more autonomous operations in warehouses [2] - By 2030, it is projected that one in 20 warehouse supervisors will manage robots instead of humans, highlighting the rise of robots-as-a-service (RaaS) models [3] Group 2 - A hybrid model of management is expected to dominate, where managers will oversee both human workers and robots [4] - The last mile delivery is becoming a competitive focus for mega retailers, with Walmart achieving one in three deliveries within three hours [5] - Target is enhancing its store fulfillment capabilities with new sorting technologies, emphasizing the importance of efficient trailer unloading processes [6]

Core Insights - Convenience remains the primary focus in retail, with Amazon and Walmart expanding last-mile fulfillment capabilities to enhance speed, flexibility, and resilience [1][4] - The competition between Amazon and Walmart is intensifying as both companies adapt to meet modern shopper needs, emphasizing speed, supply diversification, and smart automation [4] Company Strategies - Amazon is perceived as a technology-driven entity that sells products, while Walmart is recognized for its efficiency and physical presence [3] - Both companies are recalibrating their strategies, focusing on savings velocity rather than brand loyalty, as evidenced by the shift in consumer behavior towards "dual-event shopping" [5][6] - Amazon has expanded its same-day grocery service to over 1,000 U.S. cities, aiming for 2,300 by year-end, directly competing with Walmart's same-day delivery services [8][10] Consumer Behavior - Shoppers are increasingly engaging in cross-platform purchasing, seeking deals from both Amazon and Walmart, which indicates a shift in loyalty dynamics [6][8] - Average spending during Amazon Prime Day was $360, a 10% increase from 2024, while Walmart+ Week shoppers spent $484, an 11% increase year-over-year [7] Infrastructure Development - Walmart is diversifying its supply chain by establishing direct ocean freight lanes from Vietnam to U.S. fulfillment hubs, reducing geopolitical risks and tariffs [11][12] - Amazon is investing in advanced manufacturing technologies, including "zero-touch manufacturing" powered by AI, to enhance its operational efficiency [13] - Both companies are building infrastructure that is difficult for competitors to replicate, which is becoming a critical competitive advantage in the retail sector [15][16]

Core Insights - The prefabricated construction market in Singapore is projected to grow at an annual rate of 2.7%, reaching SGD 2.06 billion by 2025, with a CAGR of 3.1% from 2020 to 2024 and an anticipated CAGR of 2.3% from 2025 to 2029, growing to SGD 2.31 billion by 2029 [2][4][11] Market Dynamics - The prefabricated construction sector is transitioning from fragmented pilots to scalable delivery, supported by government mandates and strategic infrastructure projects like Changi T5 [4][11] - Structural changes such as policy incentives for sustainability and cost pressures from tight materials and labor markets are driving growth [5][11] - The integration of circularity frameworks and digital twins into evaluation processes marks a shift towards data-driven decision-making [6][11] Key Trends - The market is witnessing a rise in automation and robotics, with HDB planning to deploy painting and plastering robots across approximately 50% of BTO projects, leading to productivity increases of around 30% [9][17] - There is a strong emphasis on sustainability and circularity, with frameworks being developed to evaluate the circular-material performance of modular construction products [9][17] - Public-private collaborations are fostering technology adoption, with partnerships between HDB and robotics suppliers to support contractors [9][11] Future Outlook - The prefabricated construction sector is expected to evolve into holistic smart builds that are faster, cleaner, and more efficient, with a focus on expanding into additional trades [6][11] - The convergence of favorable policies, digital innovation, and partnership-led automation positions Singapore's prefab sector as a model for smart and scalable construction [12][11]

AI Infrastructure and Architecture - Infinia was conceived due to the need for a different architecture for AI, one that scales efficiently for training, has low latency, is distributed on-premise and multi-cloud, and minimizes data movement [1] - The industry is shifting towards Data Intelligence, reframing storage of raw data into informational form, which is a new opportunity for DDN to provide data intelligence for enterprises running AI [1] - Metadata and tagging are essential for multimodal AI, enabling the movement of metadata and making the economics viable due to the compression ratio [1] AI Application and Adoption - Enterprises need to adopt AI at an accelerated pace, requiring the application layer to be supercharged and the infrastructure to be efficient [1] - The industry is moving from high-performance computing to Enterprise, and then to digital twins of Enterprise, enabled by technologies like Omniverse [2] - AI is enabling companies to create digital twins, allowing them to run thousands of experiments simultaneously and optimize outcomes, applicable to enterprises, governments, and individuals [2] AI Model and Ecosystem - Post-training, which involves problem-solving and reasoning, is a crucial and compute-intensive part of intelligence, following pre-training [3] - The release of open-source reasoning models like DeepSeek's R1 is accelerating AI adoption by highlighting opportunities for more efficient models [3] - The CUDA ecosystem is enabling the application of AI in specific industries like Life Sciences, Financial Services, and autonomous driving [3] Strategic Partnership and Future Vision - The partnership between Nvidia and DDN is expanding from supercomputing to Enterprise and Omniverse, with Infinia playing a key role [4] - Companies should both use public cloud AI and build their own specialized AI, curating AI agents from various sources to solve large problems [3] - Differentiation for organizations comes from specialized application of AI, enabled by technologies like Nvidia's Nims and DDN's Infinia [4]