Etched competitors
As of 2026-10-09, Etched's closest competitors in GPU & AI Accelerators are NVIDIA, AMD and HiSilicon. wafergraph tracks 26 companies in GPU & AI Accelerators; Etched is positioned as a market challenger there, and the largest competitor by market cap is NVIDIA at $5.57T.
Data as of 2026-10-09 · peers = companies sharing Etched's primary GPU & AI Accelerators segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with Etched
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| NVIDIA | leader | United States | $5.57T | $215.9B | — |
| AMD | major | United States | $1.01T | $34.6B | — |
| HiSilicon | major | China | Unpriced | — | — |
| Cambricon Technologies | challenger | China | $92.8B | $969M | — |
| Hygon Information Technology | challenger | China | $76.4B | $2.1B | — |
| MetaX Integrated Circuits (Muxi) | challenger | China | $27.8B | $245M | — |
| Axelera AI | challenger | Netherlands | Unpriced | — | — |
| Biren Technology | challenger | China | Unpriced | — | — |
| Cerebras Systems | challenger | United States | Unpriced | — | — |
| d-Matrix | challenger | United States | Unpriced | — | — |
| Enflame Technology | challenger | China | Unpriced | — | — |
| FuriosaAI | challenger | South Korea | Unpriced | — | — |
| Graphcore | challenger | United Kingdom | Unpriced | — | — |
| Groq | challenger | United States | Unpriced | — | — |
| Hailo | challenger | Israel | Unpriced | — | — |
| Moore Threads | challenger | China | Unpriced | — | — |
| Rebellions | challenger | South Korea | Unpriced | — | — |
| SambaNova Systems | challenger | United States | Unpriced | — | — |
| Tenstorrent | challenger | Canada | Unpriced | — | — |
| Vastai Technologies | challenger | China | Unpriced | — | — |
| Blaize | niche | United States | Unpriced | $39M | — |
| Esperanto Technologies | niche | United States | Unpriced | — | — |
| Kneron | niche | United States | Unpriced | — | — |
| Mythic | niche | United States | Unpriced | — | — |
| SiMa.ai | niche | United States | Unpriced | — | — |
Suppliers Etched shares with its competitors
A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.
Frequently asked questions3
- Who are Etched's competitors?
- Etched's closest competitors in GPU & AI Accelerators are NVIDIA, AMD and HiSilicon; wafergraph tracks 25 rivals in that segment.
- Who is Etched's largest competitor?
- NVIDIA is the largest GPU & AI Accelerators competitor by market cap ($5.57T).
- How many companies compete in GPU & AI Accelerators?
- wafergraph tracks 26 companies in GPU & AI Accelerators, including Etched.
Cite as: wafergraph, “Etched competitors — 25 rivals in GPU & AI Accelerators, compared”, https://wafergraph.com/competitors/etched (data as of 2026-10-09).
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