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AYAR LABS
Ayar Labs
Semiconductors · San Jose, California · United States · Founded · 2015 · ≈ · 214 · employees

Ayar Labs competitors

Private

Ayar Labs has 6 close competitors: Ampere Computing, SiFive, Formlabs.

ProfileValuationFundingCompetitorsStock & IPOHow to invest
Peer set

Who competes with Ayar Labs

Sector, valuation and status for each competitor.

company profileAyar Labs›
$3.8Bpost-money · Mar 2026
Founded 2015United States
competitorAmpere Computing›
$6.5Blatest valuation
Founded 2017Private
competitorSiFive›
$3.6Bas of Apr 2026
Founded 2015Private
competitorFormlabs›
$2Bas of May 2021
Founded 2011IPO rumored
competitorGroq›
$6.9Bas of Sep 2025
Founded 2016Private
competitorPAX Labs›
$1.7Bas of Apr 2019
Founded 2007Private
competitorSambaNova Systems›
$5.1Bas of Apr 2021
Founded 2017Private
Head-to-head

Ayar Labs and its peers, side by side

A private valuation and a public market cap share one column; each row names its basis and date.

Company
Sector
Founded
Valuation / market cap
Status
HQ
On Canborsa
Ayar Labs
Semiconductors
2015
$3.8Bpost-money · Mar 2026
PRIVATE
United States
Company profile
Ampere Computing
Semiconductor
2017
$6.5B
PRIVATE
United States
Company profile
SiFive
Semiconductor
2015
$3.6Bpost-money · Apr 2026
PRIVATE
USA
Company profile
Formlabs
3D printing hardware
2011
$2Bpost-money · May 2021
IPO RUMORED
United States
Company profile
Groq
Semiconductors / AI inference infrastructure
2016
$6.9BSep 2025
PRIVATE
United States
Company profile
PAX Labs
Cannabis / vaporizer hardware
2007
$1.7BApr 2019
PRIVATE
United States
Company profile
SambaNova Systems
AI hardware and inference systems (semiconductor / AI infrastructure)
2017
$5.1BApr 2021
PRIVATE
United States
Company profile
Context · reading the peer set

Where Ayar Labs meets its rivals

What Ayar Labs sells, and where the rivals meet it

Silicon photonics-based interconnects company that develops co-packaged optics (CPO) technology for hyperscale AI infrastructure, replacing electrical interconnects with optical fabric to connect thousands of GPUs across racks.

Ayar Labs competes with 6 companies here: Ampere Computing, SiFive, Formlabs, Groq, PAX Labs, SambaNova Systems.

A private valuation and a public price

Ayar Labs was last valued at $3.8B (post-money, Mar 2026). That price was agreed in one transaction and holds until the next round. A listed competitor is repriced every trading session.

Ayar Labs on Canborsa
MarketClosest: AMD-PERP
Fees0.07% per side · 0.14% round-trip
Fundingevery 1h

Ayar Labs competitors — frequently asked questions

Is Ayar Labs publicly traded?›

No. Ayar Labs is a private company; its shares do not trade on a public exchange.

What is Ayar Labs's valuation?›

The last valuation is $3.8B (post-money, Mar 2026).

Who has invested in Ayar Labs?›

Lead investors for each round are in the funding timeline.

Who are Ayar Labs's competitors?›

The closest semiconductors peers are on the competitors page.

How can I get exposure to Ayar Labs?›

The routes section explains what is realistically available for a company at this stage.

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