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Ayar Labs competitors & alternatives
The 12 closest competitors and alternatives to Ayar Labs among semiconductors companies — ranked by similarity to what Ayar Labs actually does, not by market-cap band.
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About Ayar Labs
Ayar Labs is a computer hardware manufacturing company specializing in co-packaged optics for AI scale-up and high-performance computing. Backed by semiconductor industry leaders, the company is headquartered in San Jose, California.
Ayar Labs at a glance
Ayar Labs is a semiconductors company headquartered in United States. It has raised at least $650M across the 2 funding rounds on record. Its most recent funding round, Series E extension, raised $150M in September 2026.
Ayar Labs funding rounds
At least $650M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series E extension | $150M | 1 named | |
| Series D | $500M | 9 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Recent Ayar Labs news
Top 12 Ayar Labs competitors
Ranked by semantic similarity — how close each company is to Ayar Labs by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar semiconductors company
Lightmatter, Inc. is a computer hardware manufacturing company that merges photonics and computing to build advanced optical technology and supercomputers. The company is headquartered in Mountain View, California, with additional offices in Boston.
Similar semiconductors company
Baya Systems focuses on accelerating intelligent compute with chiplets. The company's headquarters are located in Santa Clara, California, United States.
Similar semiconductors company
Astera Labs, Inc. develops, produces, and markets semiconductor-based connectivity solutions for cloud computing and artificial intelligence infrastructure. Its core offering, the Intelligent Connectivity Platform, comprises a comprehensive portfolio of data, network, and memory connectivity products. These are unified by a software-defined architecture, which empowers customers to seamlessly deploy and operate high-performance cloud and AI systems at scale. Established in 2017, the company is headquartered in Santa Clara, California.
Similar semiconductors company
Eliyan Corporation develops semiconductor connectivity technologies, including chiplet interconnects, PHY IP cores, and electro-optical interconnect solutions. Its products, such as NuLink and NuGear, are designed to improve performance, power efficiency, and bandwidth scaling for artificial intelligence infrastructure and high-performance computing data centers.
Photonics & Semiconductors
Axalume develops lasers, photonic integrated circuits, and electronic driver/receiver chipsets designed to enable optical data communication within data centers. The company's co-integrated electronic and photonic technology aims to provide server and network operators with higher bandwidth, increased space efficiency, and reduced power consumption.
Similar semiconductors company
iPronics is a semiconductor manufacturing company headquartered in Valencia, Spain, specializing in programmable photonics and optical networking solutions. The firm develops cutting-edge optical switching architectures, such as the iPronics ONE rack-ready optical switch designed to accelerate AI clusters.
Similar semiconductors company
Neurophos Inc. is an AI chipmaker headquartered in Austin, Texas, that builds innovative photonic artificial intelligence processors.
Similar semiconductors company
Si-Ware Systems is a deep-tech innovation powerhouse and measuring and control instrument manufacturer located in Menlo Park, California, redefining optical sensing and digital-physical integration.
Semiconductors & Optical Networking
Avicena North America Inc. develops microLED-based optical interconnect technology for high-speed, energy-efficient communications. The company provides evaluation kits and transceiver solutions designed to enable scalable GPU clusters and chip-to-chip connections for AI infrastructure and data centers.
Similar semiconductors company
VSORA is a semiconductor manufacturing and technology company headquartered in France that develops advanced AI-focused silicon architectures and chips.
Similar semiconductors company
InfiniLink is a semiconductor startup founded in 2022 and headquartered in New Cairo, Egypt. The company powers high-speed connectivity for next-generation AI data centers by developing advanced High-Speed SerDes and optical transceiver chiplets.
Similar semiconductors company
Black Semiconductor develops integrated graphene photonics technology that connects electronic chips using optical signals instead of traditional copper connections. The company's technology aims to enable faster, cooler, and more energy-efficient data transfer for data centers and compute architectures.
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