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Analysis
Vera delivers 1.5 TB of SOCAMM2 LPDDR5X and 1.2 TB/s per socket, about 13.6 GB/s per core. A full comparison with Grace and EPYC Turin, plus the limits of vendor claims and the SOCAMM2 memory race.
Analysis
How to judge a semiconductor newsletter on five criteria — cadence, language, depth, data, and cost — and how VLSI Korea (Daily Silicon), a free daily brief from Seoul published in 9 languages, measures up. Includes a reading method for job seekers and how to subscribe.
Analysis
Groq closed a $350M round in August 2026 at a reported $3.5B valuation — half its September 2025 mark, after Nvidia's reported $20B licensing deal took the LPU technology and the founding team. What exactly is the remaining inference cloud worth, and what must be true for $3.5B to work?
Analysis
Two months after founding, with no chip and no revenue, Unconventional AI raised $475M at a reported $4.5B valuation. Investors priced a founder, a team and an option on physics-based computing — not a product. We take the price apart: the science, the skeptics and the seven assumptions it rests on.
Analysis
Rebellions was valued at $2.34B in its March 2026 pre-IPO round — roughly 100x reported 2025 revenue. This deep dive dissects the price: sovereign AI demand, ATOM-Max production traction, Rebel100, and the 2027 IPO path.
Analysis
Tenstorrent closed a $1.5 billion Series E at a $6.2 billion post-money valuation on October 19, 2026. Blackhole and Galaxy traction, the TT-Ascalon RISC-V CPU IP licensed by Samsung and LG, and the Korea connection — an anatomy of why the market pays this price.
Analysis
Why is Positron AI worth $5 billion? The $875M Series C of September 2026, 50+ Atlas racks at Oracle, and the LPDDR5X memory-first Asimov design — and what must be true for the price to hold.
Analysis
FuriosaAI is marked at $735M (July 2025); Rebellions at $2.34B (March 2026). This deep dive decomposes the 3.2× valuation gap: stale pricing, investor composition, sovereign backing and IPO distance — against RNGD's post-price traction.
Analysis
d-Matrix closed a $275M Series C in November 2025 at a $2B valuation. Its Corsair accelerator computes inside SRAM at 150 TB/s per card. This deep-dive unpacks the physics, the SRAM economics, the Raptor 3DIMC roadmap, and what must be true for $2B to hold.
Analysis
Tensordyne's Napier chip bets on LNS math to remake inference costs. Its $176M raised checks out, but the ~$1B valuation rests on a secondary-market estimate and the company's own number — and every performance figure is still simulation.
Analysis
Etched raised $700M in August 2026 at a $21B valuation for Sohu, a chip that hardwires the transformer into silicon. With $1B+ in signed contracts and a first rack delivered to Jane Street, we dissect what must be true for that price to hold.
Analysis
SambaNova closed a $1B Series F first close at an $11B post-money valuation in July 2026. A deep dive into its RDU dataflow architecture, the SambaStack rack business, JPMorganChase and SoftBank traction — and what must be true for the price to hold.
VLSI Korea