Skip to main content

L4 · Chips

Chips — Companies & Commitments

The silicon: compute devices plus the equipment, foundry, and design stack behind them. Companies are grouped by what they build, each with the latest verified signal from the engine. Methodology →

GPUs

3
CompanyCommitmentLatest signal
AMDAMDInstinct MI-series GPUsAMD increased its unsecured commercial paper program ceiling from $3.0B to a higher cap on May 15, 2026.
IntelINTCGaudi accelerators & CPUsIntel launched the Core Ultra series 3 'Panther Lake' client processors at CES 2026.
NVIDIANVDAData-center GPUs (Hopper / Blackwell)Innolight and Eoptolink together account for approximately 60% of NVIDIA's 800G SFP optical module supply for H100/H200 GPU platforms (as characterized as of March 15, 2026).

Custom ASICs & Switch Silicon

2
CompanyCommitmentLatest signal
Broadcom Inc.AVGOCustom AI ASICs & switch siliconBroadcom declared a $0.65 per share quarterly cash dividend on June 3, 2026, payable June 30, 2026.
Marvell Technology, Inc.MRVLCustom AI silicon & optical DSPsMarvell Technology completed a public offering of $1.0 billion aggregate principal of 5.300% Senior Notes on April 15, 2026.

AI Accelerator Startups

6
CompanyCommitmentLatest signal
Cerebras SystemsWafer-scale AI enginesCerebras, a wafer-scale inference chipmaker, completed its IPO in 2026 (~$66B day-one market cap).
EtchedTransformer-specific ASICs (Sohu)Etched raised a $500M venture round in January 2026 led by Stripes, with Peter Thiel, Positive SUM, and Ribbit Capital participating, at approximately a $5B post-money valuation.
GroqLPU inference acceleratorsNvidia's deal with Groq was valued at $20B, per multiple June 2026 news sources.
RebellionsREBEL inference acceleratorsOn June 11, 2026, Rebellions' CEO discussed memory strategy, IPO plans, and Middle East AI ambitions in a public interview.
SambaNova SystemsReconfigurable dataflow units (RDU)SambaNova Systems closed a $350M Series E round led by Vista Equity Partners and Cambium Capital in February 2026.
TenstorrentRISC-V AI processorsTenstorrent launched AI workstations positioned as PC-like systems with superior AI performance in March 2026.

EDA & IP

5
CompanyCommitmentLatest signal
Alphawave SemiAWE.LHigh-speed SerDes connectivity IPAlphawave Semi's connectivity IP (SerDes 112G/224G) was licensed to at least 6 hyperscaler custom-silicon programs in 2025.
Arm HoldingsARMCPU IP & architecturesArm IPO priced at $51/share in September 2023 at ~$54B valuation; market cap exceeded $150B by mid-2025.
Cadence Design SystemsCDNSEDA design toolsCadence Design Systems reported Q1 2026 revenue exceeding $1.3B, with EDA software contributing over 70% of segment mix.
Siemens EDAEDA design toolsSiemens Energy committed to >1,000 new hires in Berlin and Mülheim for gas-turbine production by 2026.
SynopsysSNPSEDA & semiconductor IPTSMC's Open Innovation Platform (OIP) certified Cadence and Synopsys reference flows for N2 node by Q2 2026.

Connectivity & Mixed-Signal

1
CompanyCommitmentLatest signal
SemtechSMTCSignal-integrity & connectivitySemtech posted 'Director of Sales, Hyperscale and AI Data Center' on 2026-05-06.

Other companies in this layer

22
CompanyCommitmentLatest signal
AltiumTSE:6723——
Applied MaterialsAMAT—Applied Materials' fiscal 2024 operating margin reached 28.9%, up ~200bps YoY.
ASMLASML—ASML's CEO Christophe Fouquet succeeded Peter Wennink in April 2024.
BrainChipASX:BRN——
Infineon TechnologiesIFNNY—ASE acquired Infineon's facility (USG / SPIL?) and continues consolidating capacity to ramp advanced packaging output by ~40% YoY in 2025.
KLAKLAC——
Lam ResearchLRCX—Lam Research's gross margin reached 48%+ in fiscal 2024 driven by mix shift to advanced node tools.
Navitas SemiconductorNVTS—Navitas' GaNFast IC integrates a GaN HEMT with a silicon CMOS driver in a single package, with parts rated up to 650V.
onsemiON——
Tokyo ElectronTOELY—Tokyo Electron's CEO Toshiki Kawai has held the role since 2016 and continues to lead the company through 2025.
WolfspeedWOLF——
ZukenTSE:6947——
Ansys——
BlaizeNASDAQ:BZAI——
Cerebras—Cerebras, a wafer-scale inference chipmaker, completed its IPO in 2026 (~$66B day-one market cap).
Furiosa AI——
Graphcore——
Intel Foundry—Intel launched the Core Ultra series 3 'Panther Lake' client processors at CES 2026.
MathWorks——
NeuReality——
Novarm——
Samsung Foundry—Samsung announced HBM4 12-high 36GB sample shipments on March 19, 2026 with per-stack bandwidth exceeding 2 TB/s and a 4nm Samsung Foundry logic base die.

How this page is built

The roster is sourced from the engine's canonical company registry (primary_layer = L4, V15.1 taxonomy) and grouped by product sub-segment. The “latest signal” is the most relevant verified fact for each company from the layer's topics — sourced, English, and machine-verified. This is a landscape of who builds what, not a subjective ranking. For the full roster and an activity index, see /indices.

Subscribe to aiinframap Weekly

Track this layer's hot products — one email Friday. Engineers only.

Subscribe by layer →