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MooresLabAI has been recognized by Semiconductor Review Magazine as the exclusive recipient of “AI-Driven Chip Design Automation Company of The Year 2026,” based on our proprietary methodology, reflecting its position in the industry, and is also named among “,” reflecting its broader leadership. This profile has been developed by the Semiconductor Review research and editorial team based on insights from an interview with Shelly Henry, CEO.
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I spent years building silicon at ARM and Microsoft, and one thing never quite sat right with me: the sheer cost of getting a chip out the door.
A leading-edge design can require hundreds of specialized engineers, nearly two years of work, and tens of millions of dollars before the first wafer ever comes back. Verification alone consumes 60 to 70 percent of that effort. It is also one of the most manual and least glamorous parts of the entire flow. After seeing how much talent, time, and capital were tied up in that process, the gap became hard to ignore.
When AI models became genuinely capable of reasoning over complex systems, the contrast only grew sharper. Software can ship in days, while silicon still takes years. Closing that gap, and giving hardware teams a way to move at the speed of software, became the problem I could not stop thinking about.
That is why we started MooresLab AI.
Giving Engineers Back the Time to Think Architecturally
The real shift is from copilots that help one engineer write a line of code to autonomous agents that can own whole stages of the flow.
Verification is the clearest case. Traditionally, the process can take more than seven months of hand-writing UVM testbenches, scoreboards and assertions, followed by long cycles of debug and coverage closure. An agent can bring that work down to roughly a month by generating the testbench, closing coverage and debugging waveforms on its own.
The important part is that EDA tools remain in the loop as ground truth. The agent is not guessing. It is reasoning against real simulation results, which makes the process far more grounded and useful for engineering teams. The deeper impact is the movement of the bottleneck. Once verification and debug stop being the long pole, teams can explore far more design ideas. Smaller teams can also attempt chips that once required an army of engineers.
Agentic AI does not replace engineers. It removes the toil, giving them more room to focus on architecture, intent and the decisions that truly shape the chip.
First, you cannot out-market the truth. Buyers are experts. Many of them have shipped silicon themselves, so credibility has to come from proof, not polish. That belief shaped the way we built the team. We looked for people who had personally taped out chips, broken them and fixed them, not people who had only modeled them from a distance.
The second lesson is learning how to hold patience and urgency at the same time. Silicon sales cycles are long. Evaluations are rigorous. At the same time, the window for AI to reshape the industry is short. Leading through that tension has become a daily discipline.
The third lesson is clarity. A small team can only take on a problem of this scale when the mission is unmistakable. Protecting that clarity, and saying no to anything off-path, becomes a large part of the job.
Above all, I have learned to stay close to customers. Their hardest bugs teach you more than any roadmap ever could.
The Barriers Keeping Chip Design in the Hands of a Few
It comes down to cost, time and talent, and each one makes the others harder.
An advanced chip can require hundreds of specialized engineers and tens of millions of dollars before first silicon. That reality means only a handful of the largest and best-funded companies can realistically attempt one, which leaves innovation concentrated in very few hands. The expertise is just as scarce. Deep verification methodology, from UVM and assertions to coverage closure, takes years to build. There is also very little public corpus to learn from, which is why off-the-shelf AI tools struggle with the work.
The cost of a single mistake is brutal. A bug caught only in silicon can lead to a multi-million-dollar re-spin and months of delay, so teams naturally become cautious and slow.
Making chip design more accessible means collapsing the cost and timeline while encoding hard-won expertise into tools any capable team can pick up, not only the giants.
What AI-Powered Silicon Engineers Needs Now
Always lean in, and do not mistake AI-powered silicon design for a threat.
AI is not going to replace silicon engineers. Engineers who know how to direct AI, however, will move far faster than those who do not. The toil is what begins to disappear. Your judgment, architecture instincts and systems thinking become more valuable, not less.
The best advice I would give is to go deep on the fundamentals while becoming genuinely fluent with these tools. The engineers who understand both silicon and how to orchestrate agents will be among the most valuable people in the industry over the next decade. Most importantly, think bigger about what you build. When a small team can do work that once required hundreds of people, the real opportunity is not simply doing the same work with fewer hands. The opportunity is to attempt chips that were never possible before.