DemandHow we scale design capacityvc-windowSemiconductor salesUSD bn · 2025 up 26.2% on 2024 · 2026E forecast13920017962025~1,0002026EWSTS, Mar 2026 · SIA via EE Times, Feb 2002EDA softwareUSD 14.9bn in 2025 → 35.6bn by 2034, ~10% a year75%Three vendorsEveryone elseFortune Business Insights · TrendForce, Jun 2025 (via ICM HPQC)A market compounding toward USD 1tn with three vendors holding three quarters of the software — quoted, with sources on the drawing.Open PDKs removed fab access as the barrier.What is scarce now is people who can design on your process.Lumicule