Etched faces TSMC production constraints; investor Copper Sky eyes Arizona fab as solution
By
Marina Temkin
Summary
The article covers Etched, a $5 billion Nvidia competitor whose first TSMC-manufactured chip is ready, but faces scaling challenges due to limited capacity at TSMC's Taiwan factories. Early investor Copper Sky Capital (led by Jack Selby) hopes Etched can eventually produce chips at TSMC's Arizona facility. Selby's firm is also raising a $300 million second fund.
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Key quotes
· 3 pulledCopper Sky Capital, one of Etched's early investors, is hopeful that the chipmaker will find a solution to its manufacturing constraints by eventually producing chips at Arizona's TSMC facility.
Like other chip designers, Etched must compete for limited capacity at TSMC's Taiwan factories.
The four-year-old startup valued at $5 billion is getting ready to ship systems powered by that chip to customers later this summer.
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