As of November 2026, Latka tracks 15 semiconductors companies. They have combined revenues of $695.2M and employ 2.3K people. They have raised $1.7B and serve 250 customers combined.
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 10 of 15 companies ranked by annual revenue.
Santa Clara, California, United States
Rivos is developing industry-leading server solutions that combine power efficiency, high performance, and security, built on RISC-V and designed with workload optimization in mind. The company focuses on high-performance RISC-V integrated system solutions for enterprises.
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.
Santa Clara, California, United States
Developer of a computing platform designed for generative artificial intelligence and large language models. d-Matrix specializes in AI inference technology within the computing sector.
Irvine, California, United States
Syntiant is a leader in edge-AI deployments, bringing deep-learning to any device with industry-leading Neural Decision Processors and hardware-agnostic machine learning models.
San Jose, California, United States
Ethernovia is a developer of an Ethernet system that provides the next evolution in vehicle communication, specializing in automotive networking technology for next-generation vehicle communication.
Caesarea, Central District, Israel
NeuReality is a semiconductor start-up that designs AI-as-a-service infrastructure, addressing the challenges posed by the growing deployment of AI in the cloud, edge, and fog systems. It specializes in AI-centric solutions within the semiconductor industry and focuses on optimizing and scaling AI workflows.
Santa Clara, California, United States
Celestial AI is the creator of the Photonic Fabric™, an optical interconnect technology platform for compute and memory. They are developing AI computing platforms that elevate performance, energy, and economic efficiencies, enabling rapid innovation deployment.
Ann Arbor, Michigan, United States
MemryX Inc. is a fabless semiconductor company pioneering AI processing solutions for edge devices. Powered by proprietary compute-at-memory technology, MemryX accelerators combine high performance and low power to enable efficient, scalable AI for industries including IoT, transportation, and industrial automation.
South Korea
MangoBoost is a DPU and AI infrastructure provider specialized in developing full-stack, advanced server accelerator solutions intended to maximize compute efficiency and scalability for datacenters.
Latka tracks 15 semiconductors companies with reported revenue. Together they generate $695.2M in annual revenue and employ 2.3K people.
Rivos is the largest, with $210.5M in annual revenue, founded in 2021.
The average semiconductors company in this list makes $46.3M a year, across 15 companies with reported revenue. They serve 250 customers combined.
Ranked by annual revenue, the leaders are Rivos, SambaNova Systems, Ayar Labs, d-Matrix and Syntiant Corp.
The 15 semiconductors companies tracked here have raised $1.7B 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