The Electronic Design Automation (EDA) industry is moving from AI assistants to AI as an orchestration layer that plans, calls tools, interprets results, and iterates in chip design. Cadence's AgentStack, Siemens EDA's Fuse EDA AI Agent, and Synopsys' AgentEngineer exemplify this shift towards AI coordinating engineering work across full design flows. While current systems excel at workflow orchestration, the author notes they still lack deep graph-native circuit reasoning, long-horizon design memory, and cross-design learning for true engineering judgment.