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moves money Semiconductor Engineering October 12, 2026

Startup Funding: Q3 2026

AI Summary

AI dominated funding in the third quarter of 2026, with two inference companies each announcing $1 billion in funding. But with the data center buildout driving insatiable demand for memory, investors also rewarded startups with alternatives to costly, capacity-limited HBM. Some are building on commodity DRAM or holding models in on-chip SRAM, while others stack memory directly onto compute. Data movement at all levels of the stack remains a critical bottleneck, too. Interconnect technologies, n

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