chips (GPU/ASIC/CPU) · Industry Index 7 (rank #170) · $5.0B — Series B, 2026-06editorial estimate
ⓘ Data freshness
price: no data index: as of 2026-10-07 fundamentals: no data No structured SEC filings
Deep funding / news coverage runs mega-caps first — Etched is in the graph, but detailed data isn't ingested yet.
Etched designs the Sohu transformer-only ASIC that hard-wires transformer inference into silicon.
Industry exposure 1.0 (A pure-play transformer-inference ASIC company.)
Signal
signal: no data
Not scored (private). Etched is a private company, so its directional signal is not published.
Relationship network
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NVIDIA — competitor
TSMC — supplier
Key relationships
NVIDIA — competitor · Etched positions its Sohu transformer ASIC as a competitor to NVIDIA GPUs for inference. source: techcrunch.com
TSMC — supplier · Etched's Sohu transformer inference ASIC is fabricated on TSMC's 4nm process. source: techcrunch.com
Unusual options activity needs a US-listed instrument; this company has none.
Not scored (private)
We don’t publish a directional call for private companies.
No moat profile yet. The durable competitive advantage — moat, leadership, and pricing power — is curated for flagship names first; Etched isn't covered yet. Nothing here is fabricated in its absence.
Signal contribution
The moat prior — a subjective, non-backtested editorial input — only nudges the long (~6-month) horizon, and it isn't scoring Etched yet (directional scores are withheld for private companies). Nothing here is fabricated in its absence.
No structured SEC filings. Etched does not file XBRL with the SEC; see funding rounds under Investors.
Funding rounds
No recorded funding rounds.
Headline valuation: $5.0B — Series B, 2026-06 editorial estimate
No tagged news yet.
Impact = company-prominence tier (High/Medium auto-assigned by graph centrality/size; Low only on curated minor events), not a magnitude forecast.
