Etched
Company
Chip Designers & Semis
The startup betting silicon permanence on the transformer architecture.
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Etched raised $120M on a single thesis: specialize completely. Its Sohu ASIC runs only transformers — if the architecture shifts, the chip is stranded; if not, generality is wasted overhead everywhere else. Nothing has shipped yet.
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Record reviewed as of 2026-01-15 — see Methodology.