As of October 2026, Latka tracks 4 semiconductors companies. They have combined revenues of $202.1M and employ 721 people. They have raised $1.3B.
Every company below is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Semiconductor companies design and sell chips and chip-level hardware: AI accelerators, processors, optical and photonic interconnects, and the cards, servers and IP licences built on them, usually with a compiler or software stack to program them.
Sorting: Highest -> Lowest
Showing 4 of 4 companies ranked by annual revenue.
Palo Alto, California, United States
SambaNova is the leading Enterprise AI company that delivers a full-stack infrastructure from silicon to software, specializing in machine learning and big data analytics platforms.
San Jose, California, United States
Ayar Labs develops optical I/O solutions for large-scale AI workloads to accelerate data movement within AI systems.
Reno, Nevada, United States
Positron delivers vendor freedom and faster inference for both enterprises and research teams, by allowing them to use hardware and software explicitly designed from the ground up for generative and large language models (LLMs). Through lower power usage and drastically lower total cost of ownership (TCO), Positron enables you to run popular open source LLMs to serve multiple users at high token rates and long context lengths. Positron is also designing its own ASIC to expand from inference and fine tuning to also support training and other parallel compute workloads.
Santa Clara, California, United States
EnCharge AI is a leader in advanced hardware and software systems for AI computing. EnCharge’s robust and scalable next-generation in-memory computing technology provides orders-of-magnitude higher compute efficiency and density compared to today’s best-in-class solutions, at a fraction of the cost. The high-performance architecture is coupled with seamless software and will enable the immense potential of AI to be accessible in power -, energy-, and space-constrained applications. EnCharge AI launched in 2022 and is led by veteran technologists with backgrounds in semiconductor design and AI systems.
Latka tracks 4 semiconductors companies with reported revenue. Together they generate $202.1M in annual revenue and employ 721 people.
SambaNova Systems is the largest, with $100M in annual revenue, founded in 2017.
The average semiconductors company in this list makes $50.5M a year, across 4 companies with reported revenue.
Ranked by annual revenue, the leaders are SambaNova Systems, Ayar Labs, Positron AI and EnCharge AI.
The 4 semiconductors companies tracked here have raised $1.3B in disclosed funding between them.
- Must design or sell chips, chiplets or chip IP as its main product - May sell boards, servers or systems built on its own silicon - Software stacks count only as part of the hardware offering
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