3/11/2023 0 Comments Ancora advisors![]() ![]() ![]() Most of the AI hardware companies in this report focus on edge AI and automotive.ĭigital clock distribution, probe test cards, a portable test lab, and a desktop quantum computer for education also feature prominently in this look at 105 startups, which collectively raised $2.9 billion during the month. Novel architectures also are appearing, such as one that uses sparse mathematics. In the AI hardware arena, numerous startups are focusing on in-memory and near-memory compute, reducing the volume of data that needs to be moved back and forth between memory and processing elements. Other investment targets were sputtering equipment and evaporation materials for deposition, high-purity polycrystalline silicon, fluorine-containing electronic gases, and silicon carbide. In fact, seven materials companies covered in this report made up more than a third of the month’s total reported investments, with three of the companies garnering more than $200 million. Materials, in particular, which often gets little attention outside of chip manufacturing, witnessed a big spike in September 2022. The onshoring and buildout of dozens of fabs, many costing tens of billions of dollars, is beginning to spill over into other areas that are critical for chip manufacturing. ![]()
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