Companies in AI ASICs
10 active companies tracked.
L4
Alphawave Semi
High-speed connectivity IP — SerDes, chiplets, and custom silicon for AI / datacenter interconnect.
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Cadence Design Systems
EDA leader — digital + analog implementation, simulation, and verification tools spanning the chip-design flow.
L4
Cerebras Systems
Wafer-scale Engine — single-chip alternative to multi-chip GPU clusters. Filed for IPO in 2024 (deferred). Real production deployments in scientific / pharma + select hyperscaler inference.
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Etched
Transformer-only inference ASIC (Sohu) — bets the whole die on the transformer architecture for far higher throughput-per-dollar.
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Groq
LPU inference-only accelerator; deterministic-latency architecture. GroqCloud commercial inference service. Sample point for inference-specialised non-NVIDIA silicon path.
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Rebellions
Korean AI inference chip startup. Atom chip + REBEL roadmap. Merged with Sapeon (SK Telecom AI chip subsidiary) in 2024. Sovereign-Korea-AI angle on inference silicon.
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SambaNova Systems
Reconfigurable Dataflow Architecture (RDU) — appliance + cloud model. Strong enterprise + government deployments. Pivoted toward inference-of-large-models from training focus.
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Siemens EDA
EDA (ex-Mentor Graphics) — Questa/UVM verification, Tessent DFT, Calibre physical verification.
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Synopsys
EDA leader — synthesis, place-and-route, verification, and the largest commercial silicon IP portfolio.
L4
Tenstorrent
Wormhole + Blackhole AI chips on RISC-V cores. Open-source software stack (TT-Metalium). Jim Keller-led architecture; named in multiple sovereign-AI government compute initiatives.