Etched

Etched

Organization

Heard in 11 episodes across 8 shows since Jul 2026

Etched is an AI hardware startup that designs and manufactures specialized application-specific integrated circuits (ASICs) optimized for transformer-based artificial intelligence models. Its flagship chip, Sohu, is engineered to run large language model inference workloads with significantly higher throughput and efficiency compared to general-purpose GPUs.

Discussed inAI & Tech57%Business29%Markets14%

Episodes

11
across 8 shows

This week

0
episodes on 0 shows

Expert statements

2
2 positive

Share of the conversation

Mentions of Etched per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.

0.0‰0.5‰1‰1.5‰Jul 11Aug 2Aug 25Sep 16Oct 8
Show the data
DayShare (7-day)Mentions
Jul 271.06‰1
Aug 190.03‰1
Aug 210.07‰1
Aug 240.11‰1
Aug 290.10‰2
Sep 90.04‰1
Sep 250.05‰2
Sep 280.11‰2
Oct 50.05‰2

The full trend: rank, tone and why it is trending →

What experts have said about Etched

2 statements · 2 positive

  1. Lon HarrisPositiveSep 28, 2026· This Week in Startups

    Etched provides the type of AI chip Apple urgently needs.

    “Etched is exactly the kind of AI chip that Apple desperately needs.”

    Listen at 13:10

    Open the episode · The 5 Companies Apple Must Buy
  2. Adir ShiffmanPositiveJul 27, 2026· The Contrarians with Adam and Adir

    Etched already has a $1 billion order book.

    “They have a $1 billion order book already done.”

    Listen at 42:25

    Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

11 episodes featuring Etched, newest first

See all 11 episodes →
Etched · PodLume