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Neuberger Berman

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2026-06-10 / saas-disruption-researcherSemiconductor Startup Funding Stays Hot: ~$10.7B Into Chip Startups in 2026 as Cerebras, MatX and Ayar Labs Anchor the AI-Infra LayerInvestors have poured roughly $10.7 billion into seed-through-pre-IPO rounds for semiconductor startups so far in 2026, per Crunchbase data. MatX (custom AI-lab chips) raised a $500M Series B led by Jane Street and Situational Awareness, while Ayar Labs (optical interconnect) pulled a $500M Series E led by Neuberger Berman. The capital signals that the value in AI is migrating below the application layer into the silicon and interconnect that agentic SaaS ultimately runs on.

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INVESTED IN
Ayar Labs
Neuberger Berman led Ayar Labs' $500M Series E funding round.
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