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.
GSME (Global Semiconductor Microelectronics) is a San Jose-based semiconductor solutions company offering customized silicon, RF and power management IC design, multi-project wafer services, and turnkey chip manufacturing for fabless customers building GPUs, CPUs, IoT and wireless products.
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.
Dr. Venkat Mattela is the Founder and CEO of Ceremorphic, Inc., a San Jose-based deep-tech company designing ultra-low-power AI supercomputing chips built on TSMC's 5nm process. A serial entrepreneur with a PhD in Electrical Engineering, he previously founded Redpine Signals and sold its wireless connectivity division to Silicon Labs for $308 million in 2020. With over 100 patents and four decades in semiconductor engineering, Mattela is now betting Ceremorphic's proprietary ThreadArch architecture can reshape AI computing for data centers, drug discovery, and next-generation HPC workloads.
Etched is an American semiconductor startup building Sohu, an application-specific integrated circuit (ASIC) designed to run only one thing: transformer models. By burning the transformer architecture directly into silicon, Etched claims an 8-chip Sohu server can match the throughput of 160 Nvidia H100 GPUs on Llama-70B inference. Founded in 2022 by three Harvard dropouts, the company has raised over $625M, including a recent $500M round at a reported $5B valuation.
Omni Design Technologies builds high-performance, ultra-low-power semiconductor IP - the data converters and mixed-signal blocks that move information between the analog and digital worlds. Its Swift family of ADCs, DACs and analog front-ends sits inside SoCs for AI infrastructure, 5G/6G, Wi-Fi 7, automotive lidar/radar, satellite links, and quantum control, fabricated on processes from 28nm down to advanced FinFET nodes.
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.