Chip, quantum-computing and hardware startups. In the last 12 months Value Add VC tracked 58 venture rounds in Semiconductors & Hardware totaling $15.0B across 46 companies, with a median round of $150M. The last three months saw 31 rounds and $8.5B, ahead of the 12-month pace.
| Rounds tracked | Last 3 months | Last 6 months | Last 12 months |
|---|---|---|---|
| Rounds | 31 | 52 | 58 |
| Dollars | $8.5B | $13.8B | $15.0B |
| Companies | 28 | 44 | 46 |
| Median round | $125M | $145M | $150M |
Rounds tracked by Value Add VC from filings, wire releases and news outlets, not a total for the whole market. Private companies only.
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Dec 25 | $0M · 0 rounds |
| Jan 26 | $0M · 0 rounds |
| Feb 26 | $450M · 2 rounds |
| Mar 26 | $506M · 2 rounds |
| Apr 26 | $6M · 1 rounds |
| May 26 | $454M · 2 rounds |
| Jun 26 | $1.9B · 8 rounds |
| Jul 26 | $2.7B · 10 rounds |
| Aug 26 | $2.0B · 5 rounds |
| Sep 26 | $2.7B · 12 rounds |
| Oct 26 | $4.2B · 15 rounds |
| Nov 26 | $0M · 0 rounds |
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Dec 25 | 0 |
| Jan 26 | 0 |
| Feb 26 | 2 |
| Mar 26 | 2 |
| Apr 26 | 1 |
| May 26 | 2 |
| Jun 26 | 8 |
| Jul 26 | 10 |
| Aug 26 | 5 |
| Sep 26 | 12 |
| Oct 26 | 15 |
| Nov 26 | 0 |
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Undisclosed | 19 rounds · $3.8B |
| Series A | 10 rounds · $1.6B |
| Series B | 10 rounds · $2.2B |
| Series D+ / growth | 8 rounds · $4.8B |
| Series C | 7 rounds · $2.6B |
| Seed | 4 rounds · $60M |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Oct 19, 2026 | Tenstorrent | Series E | $1.5B | — |
| Aug 26, 2026 | Tenstorrent | — | $1.29B | — |
| Jul 8, 2026 | SambaNova | Series F | $1B | General Atlantic |
| Jul 9, 2026 | Nexchip Semiconductor | — | $891M | — |
| Sep 10, 2026 | Positron AI | Series C | $875M | New Enterprise Associates (NEA), Atreides Management, Valor Equity Partners |
| Oct 30, 2026 | Fractile | Series C | £577M ($774M) | Lightspeed Venture Partners, Redpoint Ventures |
| Jun 22, 2026 | Groq | Growth | $650M | Disruptive, Infinitum |
| Oct 28, 2026 | FuriosaAI | Series D | $620M | — |
| Mar 3, 2026 | Ayar Labs | — | $500M | Neuberger Berman |
| Sep 9, 2026 | Fab2 | Series A | $500M | Fundomo Management |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Oct 30, 2026 | Fractile | Series C | £577M ($774M) | Lightspeed Venture Partners, Redpoint Ventures |
| Oct 30, 2026 | Powerlattice | Series A | $86M | — |
| Oct 29, 2026 | Circuit Mind | Series A | $18.5M | Norwest Venture Partners |
| Oct 28, 2026 | Circuit Mind | — | $25M | — |
| Oct 28, 2026 | FuriosaAI | Series D | $620M | — |
| Oct 27, 2026 | FuriosaAI | — | $29.8M | — |
| Oct 19, 2026 | Tenstorrent | Series E | $1.5B | — |
| Oct 16, 2026 | Mueon Corporation | Series A | $65M | Maverick Silicon |
| Oct 16, 2026 | Veritas | Pre-seed | $1.75M | Seven Seven Six |
| Oct 14, 2026 | Salience Labs | Series B | $125M | Bullhound Capital |
| Oct 8, 2026 | d-Matrix | — | Undisclosed | — |
| Oct 8, 2026 | Oratomic | Series B | $475M | ARCH Venture Partners, Spark Capital, Khosla Ventures |