Designing circuit board and 3D models (even using something like OpenSCAD) is a very spatial process today. You are dealing with coordinates one way or another.
This is very unlike how FPGA and (I assume) ASIC is done. That is more like a traditional programming language but everything happens all at once (no sequence of statements outside tests, if you need that you have to write a state machine yourself). You define logic expressions between signal, add stateful latches, etc. But you never specify the physical layout.
Instead you feed your description to a tool that acts a constraint solver/optimiser that computes the layout for you (this is for FPGAs called synthesising IIRC, it is akin to a compiler). Typically quite slow, even for small circuts like we did at university it took minutes, and for large circuits it might easily days.
Now, this raises the question, what if you design a PCB net list using AI, but then use traditional autorouting and layout? I believe that can also be done, but I have no experience designing PCBs, so I don't know how well it works.
Autorouting PCBs doesn’t really give usable results on all but the simplest cases. It seems to be a very difficult problem to solve even though a human doing it is only following a relatively simple bunch of rules and goals in his or her head.
Simple bunch of rules and goals backed by extremely sophisticated visual intuition.
Pretty sure someone already tried throwing VLMs and diffusion models at this, wonder how that fared.