Etched

Emerging

Transformer-specific ASIC startup raised $500M at $5B valuation in Jan 2026; Sohu chip claims 20x Nvidia H100 inference speed; fabricated on TSMC 4nm

Updated April 2026

Company Overview

Etched is a San Jose-based semiconductor startup founded by Harvard dropouts building Sohu, the first chip purpose-built exclusively for transformer AI inference. By hardwiring transformer-specific matrix multiplication on TSMC's 4nm process, Etched claims dramatically higher throughput than general-purpose GPUs. The company has raised nearly $1B in total funding at a $5B valuation.

Revenue
$500M
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Key Differentiators

Emerging Innovator

Etched is an emerging player bringing innovative solutions to the AI Infrastructure & Models market.

Growth Stage

Etched has achieved $500M in revenue, demonstrating strong product-market fit.

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