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L1 · Silicon & Compute

Etched

Etched builds Sohu, the first ASIC optimized for transformer model inference.

Updated April 2026

Overview

Website
etched.com
Segment
GPU & AI Accelerators

Product overview

Etched designs custom ASICs like Sohu, fabricated on TSMC's 4nm node, hardwired for transformer AI workloads such as LLMs and image generators., ). An 8-chip Sohu server claims over 500,000 tokens/sec on Llama-70B, outperforming 8 Nvidia H100s by 20x and positioned against Blackwell., ). It targets AI companies and hyperscalers needing efficient inference for real-time agents, coding tools, and large models, distinct by sacrificing flexibility for massive speed and cost gains over general-purpose GPUs..

Revenue model

Sells rack-scale AI server systems with Sohu chips and open-source software stack to hyperscalers and AI inference operators..

Moat

  • Proprietary Technology
  • Patents/IP

Etched's key competitive moat is its proprietary transformer-specific ASIC chip, Sohu, which delivers over 10x faster performance than GPUs for transformer models through patented architectural breakthroughs, enabling superior efficiency in AI inference.