AI칩 설계 스타트업 코그니칩, 600억 투자 유치

The most advanced silicon chips have accelerated the development of artificial intelligence. Now can AI return the favor? Cognichip is building a deep learning model to work alongside engineers as they design new computer chips. The problem it is trying to solve is one the industry has lived with for decades: Chip design is enormously complex, ruinously expensive, and slow. Advanced chips take three to five years to go from conception to mass production; the design phase alone can take as long as two years before physical layout begins. Consider that the latest line of Nvidia GPUs, Blackwell, contains 104 billion transistors — that's a lot to line up. In the time it takes to create a new chip, Cognichip CEO and founder Faraj Aalaei says the market can change and make all that investment a waste. Aalaei’s goal is to bring the kind of AI tools that software engineers have used to speed their work into the semiconductor design space. “These systems have now become intelligent enough that by just guiding them and telling them what the result is that you want, it can actually produce beautiful code,” Aalaei told TechCrunch. He says the firm’s technology can reduce the cost of chip development by more than 75% and cut the timeline by more than half. The company emerged from stealth last year and said Wednesday that it had raised $60 million in new funding led by Seligman Ventures, with notable participation from Intel CEO Lip-Bu Tan, who will be joining Cognichip's board. Umesh Padval, a managing partner at Seligman, will also join the board. Cognichip has now raised $93 million altogether since its founding in 2024. Still, Cognichip can’t yet point to a new chip designed with its system and did not disclose any of the customers it says it has been collaborating with since September. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400. Save up to $300 or 30% to TechCrunch Founder Summit 1,000+ founders and investors come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately Offer ends March 13. San Francisco, CA | October 13-15, 2026 REGISTER NOW The company says its advantage is in using its own model trained on chip design data, rather than starting with a general-purpose LLM. That required getting access to domain-specific training data, which is no small feat. Unlike software developers, who share vast amounts of code openly, chip designers guard their IP closely, making the kind of open source trove that typically trains AI coding assistants largely unavailable. Cognichip has had to develop its own datasets, including synthetic data, and license data from partners. The firm has also developed procedures to allow chipmakers to securely train Cognichip’s models on their own proprietary data without exposing it. Where proprietary data isn't available, Cognichip has leaned on open source alternatives. In one demo last year, Cognichip invited electrical engineering students at San Jose State University to try the model in a hackathon. The teams were able to use the model to design CPUs based on the RISC-V open source chip architecture — a freely available design that anyone can build on. Cognichip is competing against incumbent players like Synopsys and Cadence Design Systems, as well as well-funded startups like ChipAgents, which closed a $74 million extended Series A in February, and Ricursive, which raised a $300 million Series A round in January. Padval said that the current flood of capital into AI infrastructure is the largest he's seen in 40 years of investing. "If it's a super cycle for semiconductors and hardware, it's a super cycle for companies like [Cognichip]," he said. Topics AI , Exclusive , Hardware , Venture Tim Fernholz Tim Fernholz is a journalist who writes about technology, finance and public policy. He has closely covered the rise of the private space industry and is the author of Rocket Billionaires: Elon Musk, Jeff Bezos and the New Space Race. Formerly, he was a senior reporter at Quartz, the global business news site, for more than a decade, and began his career as a political reporter in Washington, D.C. You can contact or verify outreach from Tim by emailing tim.fernholz@techcrunch.com or via an encrypted message to tim_fernholz.21 on Signal. View Bio April 30 San Francisco, CA StrictlyVC kicks off the year in SF. Get in the room for unfiltered fireside chats with industry leaders, insider VC insights, and high-value connections that actually move the needle. Tickets are limited. 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