Ayar Labs

Replacing copper with light. One chiplet at a time.

Tech Startup·Website

Silicon photonic co-packaged optics solving AI bandwidth bottleneck. MIT spinout. $870M raised at $3.8B. Backed by NVIDIA and AMD.

COMPANY DETAILS

The pure-play foundry the entire AI chip complex is built on.

Custom AI silicon, the dominant networking franchise, and a VMware software annuity.

The number-one HBM supplier and the chokepoint NVIDIA depends on.

Number-two in high-bandwidth memory and the only US maker of both DRAM and NAND.