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Etched

Etched

Private
San Jose, CaliforniaAI, Data & Cloud Infrastructurehttps://www.etched.com/

Last Round

Series C

Jul 23, 2026

Est. Valuation

$10.3B

Total Funding Raised

$925.4M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Etched is a semiconductor company that designs specialized application-specific integrated circuits (ASICs) optimized for transformer-based artificial intelligence inference.

Sector

AI, Data & Cloud Infrastructure

Verticals

Semiconductors, ML Platforms, Computing Hardware, NLP & Conversational AI

Business Model

B2B

Customer Profile

Hardware Sales, Usage-Based SaaS, Hardware + Subscription

AI Layer

Infrastructure

Keywords

AI ASICtransformer inferenceAI chipAI acceleratorASICinference hardwaretransformer modelsfabless semiconductorLLM acceleratorchip designGPU alternativeAI infrastructurelow cost inferenceapplication-specific integrated circuithardware salesdeveloper cloud

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Etched Comparables

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Etched comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Groq
88%
MatX
86%
SambaNova Systems
83%

Etched Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CJul 23, 2026
Series BJan 13, 2026
Series AJun 25, 2024
SeedMar 1, 2023

Key People

Founding team and executive leadership

Gavin Uberti

Chief Executive Officer

Executive Team

Isaiah Goldsmith

Office Of The CEO

Executive Team

Etched Investors

Notable investors and investment history

Etched investors
InvestorRounds
Andreessen HorowitzSeries C
Oceans VenturesSeries A
BlackstoneSeries C
Jane StreetSeries B, Series C
FundomoSeries A
GaingelsSeries A
Positive SumSeries B, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 23, 2026

    $300M round led by Sequoia Capital.

  • Jun 30, 2026

    Grew 34% QoQ, from 337 to 450 employees.

Etched Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Etched Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Etched's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Jose, California
Employee Range450
Year Founded2022
Last FundingJul 23, 2026

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