🔔 The Daily Semi-Cap — September 28, 2026 📊 SMH: $600.01 (-1.08%) 📈 Earnings: • No new semiconductor earnings released today. 🔥 Major Developments: • Nvidia authorized an additional $150B of share repurchases, lifting its remaining buyback authorization to $235B through fiscal 2028. It also launched an open agent-safety stack pairing the OpenShell secure runtime with a BlueField-4 DPU-based Sentry watchdog. • AMD agreed to acquire Fei-Fei Li’s World Labs for approximately $8.2B in stock, bringing spatial-intelligence and model research in-house to shape future AI hardware, software and systems. Li will join AMD as chief scientist. • Meta launched Meta Enterprise Platform to bring Muse, Meta Business Agent, Muse API and Muse Code to businesses and developers. Former MongoDB CEO CJ Desai will lead the new unit and report directly to Mark Zuckerberg. • Synopsys unveiled its Autopilot platform and AgentEngineer portfolio for autonomous silicon-to-systems workflows. More than 50 engagements are underway, with general availability planned by year-end.