Ceremorphic is a San Jose-based fabless semiconductor startup building energy-efficient AI supercomputing silicon. Founded in 2020 by serial entrepreneur Venkat Mattela, the company taped out a first-of-its-kind 5nm HPC/AI chip on TSMC's most advanced node and is applying the same Hierarchical Learning Processor architecture to data center AI, robotics, automotive, and analog-AI-driven drug discovery.
MatX is a Mountain View semiconductor company building chips designed exclusively for large language models. Founded in 2022 by ex-Google TPU engineers Reiner Pope and Mike Gunter, it aims to deliver an order-of-magnitude more performance-per-dollar for frontier model training and inference than current GPUs.
Farhat Jahangir is the Founder, President & CEO of GS Microelectronics (GSME), a San Jose-based semiconductor solutions company he founded around 2021-2022. With 25+ years in semiconductor manufacturing, operations, and chip design, he previously served as VP & General Manager at ON Semiconductor and SVP of Manufacturing at Quantenna Communications, where he helped steer the company through its 2016 IPO and a $1.1B acquisition. GSME raised a $35M Series B in January 2026, backed by Maverick Silicon, and has since made two strategic acquisitions - Sinble Technology Vietnam and Muse Semiconductor - to build a vertically integrated semiconductor services platform spanning chip design, MPW services, and advanced process node capabilities.
Reiner Pope is the co-founder and CEO of MatX, an AI chip startup based in Mountain View, California, designing purpose-built silicon for large language models. A former Google Senior Staff Software Engineer who led AI software development for Google's TPUs and served as Efficiency Lead for PaLM, Pope left Google one week before ChatGPT launched to build what he calls 'the best chips for LLMs that physics allows.' MatX has raised approximately $604M to date, including a $500M Series B led by Jane Street and Situational Awareness LP, and is building a hybrid SRAM-HBM chip architecture targeting the world's leading AI labs.
Dylan Patel is the founder and chief analyst of SemiAnalysis, a boutique AI infrastructure research and consulting firm he started as a solo blog on his 24th birthday. Growing up working night shifts at his immigrant parents' motel in rural Georgia, he taught himself semiconductor analysis while toggling between RuneScape and chip-geek forums. Today SemiAnalysis has 85+ employees, 260,000+ subscribers, and is on track to surpass $100 million in revenue in 2026 - making Patel one of the most influential voices in AI infrastructure, cited by Jensen Huang at GTC and referenced by Sam Altman.