Updated
Updated · CRN · Jul 15
CRN Names 10 Semiconductor Startups to Watch as 2026 Chip Sales Near $1.3 Trillion
Updated
Updated · CRN · Jul 15

CRN Names 10 Semiconductor Startups to Watch as 2026 Chip Sales Near $1.3 Trillion

1 articles · Updated · CRN · Jul 15

Summary

  • CRN highlighted 10 semiconductor startups for 2026, spotlighting companies from Axelera AI and Tenstorrent to d-Matrix, Lightmatter and Xsight Labs as notable chip innovators.
  • Gartner projects global semiconductor revenue will top $1.3 trillion in 2026, up 64%, with memory revenue expected to triple on AI-processing, networking, power and pricing demand.
  • Several of the featured startups are pairing product launches with major funding or commercial traction: Axelera AI raised $250 million, MatX $500 million, Fractile $220 million, and Etched says it has more than $1 billion in signed contracts.
  • The list underscores where investor and customer interest is concentrating—AI inference, RISC-V processors, photonics, high-performance networking and edge computing—as startups push toward 2027 and 2028 chip shipments.

Insights

As AI chip startups promise unprecedented speed, will the global power grid become the ultimate bottleneck for technological progress?
Can a wave of specialized hardware startups truly dethrone Nvidia, or is its software ecosystem too powerful to overcome?