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Tsavorite Secures $100 Million in Pre-Orders for Next-Gen AI Chips

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AI startup Tsavorite Scalable Intelligence announced it has secured over $100 million in pre-orders from enterprises and cloud providers across the U.S., Asia, and Europe for its next-generation AI chips, designed to scale complex artificial intelligence workloads efficiently.

The company said demand has been particularly strong for its Omni Processing Unit (OPU) — a new compute architecture that integrates CPU, GPU, memory, and connectivity into a single device. This unified design allows the hardware to be reconfigured for diverse applications, addressing challenges in power efficiency, scalability, and cost that have become central to AI infrastructure development.

Founded in 2023 by former Intel and semiconductor industry veterans, Tsavorite aims to deliver its first AI chips and enterprise-class AI systems by next year. These devices will support agentic AI workflows — autonomous, multi-step AI processes that require high efficiency and interoperability between compute layers.

“We’ve built the first truly composable, developer-friendly AI platform that delivers step-change gains in efficiency, cost, and scale from edge to hyperscale,” said CEO Shalesh Thusoo.

The company is partnering with Samsung Foundry, using its SF4X platform solution to fabricate the OPU. Tsavorite declined to reveal its valuation or total funding raised so far, but analysts say the pre-orders highlight surging demand for specialized AI chips that can handle increasingly complex data center workloads.

ASML poised to benefit from AI megadeals and chip expansion wave

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Dutch chipmaking equipment giant ASML is expected to benefit from a surge in AI-related megadeals between major technology firms and semiconductor manufacturers, with investors anticipating a strong outlook when it reports third-quarter earnings on Wednesday.

Analysts believe ASML’s top customers — including TSMC, SK Hynix, and Samsung — are preparing to ramp up production capacity through 2026 and beyond, driven by a global race to expand AI data centres. These expectations have already boosted ASML’s stock by 32% since early September, outpacing the Philadelphia Semiconductor Index, which rose 15% in the same period.

Forecasts compiled by Visible Alpha suggest new bookings — a key industry indicator — will total 5.36 billion euros ($6.21 billion) for the quarter, following 9.48 billion euros in the first half of the year. Meanwhile, net income is projected to rise 1.4% year-on-year to 2.11 billion euros, according to LSEG IBES data.

Recent multi-billion-dollar deals between NVIDIA, AMD, Intel, Samsung, Meta, and Oracle are fuelling optimism for ASML, whose machines — costing more than $300 million each — are essential for producing advanced chip circuitry.

However, analysts note that building fabrication plants can take several years. They want to hear whether ASML’s clients can accelerate these expansion plans amid rising demand. “Every memory chipmaker is likely to increase production capacity for AI,” said Michael Roeg of Degroof Petercam, citing Micron, SK Hynix, Samsung, and Chinese competitors.

Chipmaker IQE Explores Sale After Slashing Earnings Guidance

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IQE (IQE.L), the British semiconductor materials maker supplying Apple’s iPhone facial recognition sensors, said Monday it is considering a potential sale after lowering its earnings outlook amid continued weakness in the smartphone market. The announcement sent its shares down more than 12% to a 16-year low.

The company now expects core earnings between a £5M loss and a £2M profit, compared with earlier guidance of £7.4M–£10M profit. Revenue is forecast at £90M–£100M, down from the previous range of £115.1M–£123M, citing contract delays in wireless and photonics. By comparison, IQE posted £8.1M profit on £118M revenue last year.

IQE said it has been approached by an undisclosed party regarding a potential acquisition, expanding its ongoing strategic review to include a sale. The company is also pursuing the previously announced sale of its Taiwan operations, with talks underway with prospective buyers.

The group, which has facilities in the U.K., U.S., and Taiwan, has struggled under declining smartphone demand and high levies on semiconductors. Data from IDC shows global smartphone sales grew just 1% in Q2, underscoring the headwinds for suppliers.

IQE has been working to cut debt and shift production to the U.S., hoping to better align with demand trends and navigate geopolitical trade pressures. But with shares tumbling to 7.64 pence, investors are questioning whether a sale is now the most viable path forward.