Ayar Labs
Fabless semiconductor IP + chiplet supplier: designs TeraPHY optical I/O chiplets and SuperNova external multi-wavelength laser light sources, manufactured via foundry partners (GlobalFoundries today; Intel/TSMC in progress), sold as co-packaged optics building blocks to AI accelerator, switch, and system OEMs. Pre-volume-production; monetization via chiplet/light-source unit sales + strategic co-development, not licensing-only.
Two primary priced rounds with disclosed valuations. Series D valuation was reported as '>$1B' (exact mark not disclosed), plotted at the ~$1.0B floor; Series E is a firm ~$3.75B post-money - a ~3.75x step-up over ~15 months. Earlier rounds (incl. the 2023 Series C) lack a publicly disclosed valuation and are omitted to avoid inventing figures.
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range