Ranked by latest valuation · 25 of 40 on the roster
Cerebras builds wafer-scale AI chips with millions of cores optimized for large-scale model training and inference.
Arm licenses CPU architectures and IP used in nearly every mobile device and increasingly in data-center and AI chips.
GlobalFoundries operates fabs focused on specialty and mature-node semiconductors for automotive, IoT, and RF applications.
Groq builds Language Processing Units (LPUs) for ultra-low-latency LLM inference — the tech behind Nvidia's reported ~$20B Dec 2025 IP deal.
Astera Labs builds high-speed connectivity silicon — retimers, CXL controllers, and fabric switches — for AI and cloud data centers.
Etched builds application-specific chips hardwired to run transformer architectures with extreme performance and efficiency.
Lightmatter builds photonic processors and optical interconnects to accelerate AI compute and reduce data-center power consumption.
Ayar Labs develops chiplet-based optical I/O solutions that replace electrical interconnects in AI and HPC systems.
SiFive licenses RISC-V processor IP and builds custom silicon solutions for AI, automotive, and data-center customers.
Tenstorrent designs open-source RISC-V AI processors and licenses chiplet IP for scalable AI compute.
Rebellions is a Korean AI-chip unicorn behind the ATOM and REBEL inference accelerators, formed by its 2024 merger with SK Telecom's Sapeon.
SambaNova builds dataflow AI accelerators and full-stack software for enterprise AI training and inference at scale.
d-Matrix builds in-memory compute chips optimized for efficient transformer inference at scale in data centers.
SiMa.ai builds a software-centric edge-AI 'MLSoC' that runs computer-vision and ML workloads at low power for the embedded edge.
Hailo builds edge AI processors optimized for computer vision and neural network inference in automotive and industrial devices.
Navitas manufactures gallium nitride (GaN) power semiconductors that increase efficiency in data-center power supplies and AI systems.
Positron AI builds energy-efficient LLM inference appliances (Atlas) as a US-made, memory-bandwidth-optimized alternative to GPUs.
FuriosaAI is a Korean startup building energy-efficient AI inference chips (RNGD); it rebuffed an ~$800M Meta buyout to stay independent.
Ambarella (NASDAQ: AMBA) designs low-power edge-AI vision SoCs — CV3-AD and N1 — for automotive ADAS, security cameras, and robotics.
AMD designs CPUs and AI accelerators including the MI300 series, competing directly with Nvidia in data-center AI workloads.
Applied Materials is the largest semiconductor equipment maker, supplying deposition, etching, and metrology tools to every major fab.
ASML holds a global monopoly on extreme ultraviolet (EUV) lithography systems required to manufacture chips at 7nm and below.
Axelera AI is a European edge-AI startup whose Metis chips use in-memory computing to run computer-vision inference at low power and cost.
Broadcom designs custom AI accelerators for hyperscalers (Google TPU) and supplies networking silicon critical to AI cluster interconnects.
Cadence provides EDA software and system design tools used to design advanced chips, boards, and systems across the semiconductor industry.
