🔔 The Daily Semi-Cap — October 5, 2026 📊 SMH: $633.90 (+0.52%) 📈 Earnings: • No new AI-infrastructure earnings released today. 🔥 Major Developments: • Schneider Electric agreed to acquire industrial software maker PTC for $205/share in cash, valuing its equity at $22.6B. The deal would combine product-design and lifecycle data with Schneider’s energy and industrial operations software; closing is expected by Q3 2027. • The U.S. Energy Department offered Vistra a conditional loan commitment of up to $4.2B to modernize and uprate three existing nuclear plants in Pennsylvania and Ohio. The projects would preserve nearly 4 GW and add 433 MW of capacity in the PJM region; funding still depends on final conditions. • FUJI demonstrated SMT placement of Broadcom’s roughly 1.3 kg Tomahawk 6–Davisson co-packaged-optics switch with its NXTR machine in a joint evaluation with Broadcom and Celestica. It is a manufacturing feasibility milestone for AI networking hardware, not a production shipment announcement.