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AI’s Moment of Disruption in Semiconductors Has Arrived Much Earlier Than Expected Chinese AI startup Moonshot AI announced on July 17 that its latest foundation model, Kimi K3, autonomously completed the design of a functional semiconductor chip in just 48 hours using only open-source tools. The entire workflow was accomplished without relying on the commercial EDA software of industry leaders Cadence and Synopsys. The announcement immediately rattled the market. Shares of both Cadence and Synopsys fell by more than 7%, reflecting investor concerns that AI may begin disrupting one of the semiconductor industry’s most entrenched and profitable software segments much sooner than previously expected.