2026 存算一体芯片版图：88 家公司、13 个细分层
一张把存算一体芯片 88 家公司分 13 层的地图，Cerebras、Groq、Mythic 都在里面，做芯片方向值得收藏
这份市场地图把存算一体芯片行业分成 13 层，共收录 88 家公司。估值最高的是 Cerebras 的 564 亿美元，属于大 SRAM 路线而非真正存内计算；Unconventional AI 估值 45 亿美元，d-Matrix 估值 20 亿美元。各层中，RRAM 有 8 家公司，数据中心数字 CIM 有 6 家，光子计算收录了 Lightmatter（估值 44 亿美元）等 7 家。研究线方面，imec 报告 2900 TOPS/W，TSMC 在 5nm 数字宏上做到 254 TOPS/W。数据截至 2026 年 11 月，来自公开渠道。
New market map: compute-in-memory chips in 2026 — 88 companies, 13 layers The biggest valuations aren't in true in-memory compute. Unconventional AI (analog, route undisclosed) is at $4.5B and d-Matrix (digital in-memory, data-center inference) at $2B, while Cerebras, the big-SRAM neighbor, sits at $56.4B. Layer by layer: 1. RRAM / memristor (8) — Mentium, Innostar (ReRAM pilot line), MemSilicon (RMB 400M+ raised). Weights stored as device conductance. 2. Flash / NOR (4) — Mythic ($125M raised), Witmem, UCUN, Anaflash. Mature flash cells doing analog multiply-accumulate. 3. Charge-domain & other analog (10) — Unconventional AI ($4.5B val.), EnCharge AI ($100M+ raised), Sagence (~$58M), Aspinity, Blumind. 4. Digital CIM at the edge (9) — Axelera AI ($250M+ raised), Houmo (160 TOPS), GSI Technology ($25.1M revenue), PIMCHIP. 5. Digital CIM for the data center (6) — d-Matrix ($2B val.), Fractile ($220M), Rain AI. In-memory plus chiplets for LLM inference. 6. DRAM / HBM near-memory (10) — XCENA ($570M val.), NeuroBlade ($83M), Samsung HBM-PIM (1.2 TFLOPS), SK hynix AiM, UPMEM. 7. Edge at-memory (3) — MemryX ($44M raised), Syntiant ($271.8M revenue in 2025), Untether AI (team joined AMD). 8. Big-SRAM chips (4) — Cerebras ($56.4B), SambaNova ($11B), Groq ($3.5B), Graphcore. Trade on-chip SRAM for bandwidth; not true in-memory. 9. Research lines (11) — imec (2,900 TOPS/W), TSMC (254 TOPS/W, 5nm digital macro), Intel 18A (147 TOPS/W), IBM NorthPole, Stanford NeuRRAM. 10. Photonic computing (7) — Lightmatter ($4.4B val.), Celestial AI ($2.5B), Neurophos ($110M), Q.ANT. Light for matrix math and interconnect. 11. Neuromorphic (7) — Intel Loihi / Hala Point (1.15B neurons), BrainChip, Innatera, SynSense. 12. Memory IP & devices (8) — Weebit Nano, Everspin ($20.6M quarterly revenue), Ferroelectric Memory Co (EUR 100M). 13. Equipment, materials & EDA (1) — Applied Materials. Data as of Nov 2026, public sources; company-reported numbers are labeled as such on the map. Bookmark this — we'll update it every quarter. Full list + sources: cim-chip-map.vercel.app 💬 2 🔄 0 ❤️ 2 👀 535 📊 2 ⚡
