Etched
Transformer-specific inference ASICs
Converge Digest · Hot Start-ups
Semiconductor Hot Start-ups
The emerging companies our editorial team is tracking most closely — ordered by how hot we judge them right now. Rankings shift as funding, products and customers become public.
50start-ups tracked
50 of 50
FuriosaAI
Data-center inference accelerators
d-Matrix
Digital in-memory inference
Tenstorrent
AI accelerators, RISC-V CPUs and chiplet architectures
SambaNova Systems
Dataflow AI accelerators and full-stack systems
Rebellions
AI inference NPUs and rack-scale infrastructure
Positron AI
Memory-centric inference accelerators
MatX
LLM training and inference accelerators
Fractile
Inference silicon and memory architecture
NextSilicon
Reconfigurable dataflow accelerators and RISC-V CPUs
Eridu
AI-native switching silicon and network systems
Upscale AI
Scale-up and scale-out AI networking
Enfabrica
Accelerated compute fabric silicon
Xsight Labs
Data-center Ethernet switch silicon
Baya Systems
Network-on-chip and chiplet fabric IP
Eliyan
Die-to-die and chiplet interconnect
TYLSemi
Open-standard connectivity chiplets
Ventana Micro Systems
Data-center RISC-V CPU chiplets
Akeana
Licensable RISC-V CPU IP
Axelera AI
Energy-efficient inference accelerators
SiMa.ai
ML system-on-chip and PCIe inference cards
EnCharge AI
Analog in-memory AI acceleration
NeuReality
AI inference infrastructure and network-attached processing
Pliops
Data-processing and storage acceleration
Axiado
Security processors and infrastructure control
Majestic Labs
Memory-first AI accelerators and servers
Oxmiq
Licensable AI compute and chiplet IP
HyperAccel
LLM Processing Units
XCENA
CXL computational memory
Panmnesia
CXL, UALink and Ethernet link silicon
ZeroPoint Technologies
Memory compression IP and accelerators
Speedata
Analytics and database acceleration
Rain AI
Analog compute-in-memory AI acceleration
Mythic
Flash-based analog compute-in-memory
Innatera
Neuromorphic mixed-signal processors
VectorWave
Neuromorphic analog processing of RF signals
mmTron
Millimeter-wave MMICs
Finwave Semiconductor
GaN-on-silicon RF devices
Falcomm
High-efficiency RF power amplifiers
Eridan
Direct-polar-modulation radio silicon
Qualinx
Digital RF and ultra-low-power receivers
EdgeQ
5G base-station SoCs
Picocom
Small-cell and Open RAN baseband silicon
Morse Micro
Wi-Fi HaLow silicon
HaiLa Technologies
Ultra-low-power Wi-Fi and backscatter connectivity
Atmosic Technologies
Energy-harvesting Bluetooth and low-power wireless SoCs
AmberSemi
Vertical power delivery for AI processors
iDEAL Semiconductor
Advanced silicon power MOSFETs
Wise Integration
GaN power ICs and digital power control
Akash Systems
GaN-on-diamond RF and power semiconductors
Know a company that belongs on this list — or corrections to an entry? Tips are welcome.