Etched
Transformer-ASIC startup betting the architecture into the silicon
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Follows the graph · 1 entity
Full file coming soon. Etched's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L2 Chips · Accelerator · United States
Etched
Transformer-ASIC startup betting the architecture into the silicon
- Links
- 3
- Deals from filings
- 0
- Exposed if it fails
- 0
- 0 within 2 steps
- It depends on
- 2
- 43 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Etched is a startup building Sohu, an ASIC that hard-codes the transformer architecture directly into silicon, trading generality for extreme throughput and efficiency on transformer inference. The bet is that if transformers remain dominant, a fixed-function chip can massively outperform GPUs on tokens/sec per dollar and watt. It raised a $120M round in 2024 and is fabbed at TSMC; its risk is architectural — a shift away from transformers would strand the design.
Key facts
from its map entry- Product
- Sohu — transformer-only ASIC
- Bet
- Fixed-function beats GPU on transformers
- Risk
- Locked to transformer architecture
- Fab
- TSMC
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Connections3 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
2Rivals
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Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links3 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.