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ChipOS / Investor Narrative 2026

The First Agentic OS
for Semiconductor Design

A vendor-neutral, hardware-agnostic platform that orchestrates the full design lifecycle — from RTL through verification and physical design to deployment on real silicon. Not a point agent. Not a bolt-on. The operating system.

Live today: one prompt → pipeline synthesis → deployed on Axelera hardware
Investment Thesis
  • Chip design tools are a $22B/yr market. The Big 3 (Synopsys, Cadence, Siemens) built their stacks in the 1990s. AI cannot be bolted on — the industry needs a new orchestration layer.
  • Competitors ship point agents (ChipAgents, $74M) or vendor-locked workflows (Cadence ChipStack). No one has built the OS — a vendor-neutral, hardware-agnostic platform spanning design through deployment.
  • ChipOS is that OS: built by verification engineers with working-silicon experience. 32 MCP tools, 260+ APIs, live on real hardware today.
  • Early revenue and one live enterprise deployment. $5M seed to own the agentic chip-design platform category.
$791.7B
Global semiconductor sales in 2025
$5.6B/qtr
ESD/EDA+SIP+services (Q3 2025)
3 TPU gens
AI-assisted floorplanning already in production
Sources: SIA/WSTS · SEMI ESD Alliance · Google DeepMind AlphaChip
01 / 13
The Problem

Chip complexity exploded.
Design productivity did not.

Foundries execute manufacturing at world-class scale. The bottleneck has shifted upstream: architecture-to-signoff workflows are fragmented, manual, and too slow for AI-era demand.

Verification bottleneck

Largest share of cycle time

Verification remains the largest design undertaking in modern SoCs and frequently dominates schedules.

Advanced-node economics

Design cost is now strategic risk

Advanced-node design costs run into hundreds of millions, increasing pressure for first-pass success.

Talent constraint

Workforce supply gap

U.S. semiconductor labor demand outpaces supply, with a projected shortfall of ~67k roles by 2030.

Core thesis: whoever compresses the design loop (spec → RTL → verification → physical design → signoff) will own the next control point in semiconductor value creation.
Sources: SEMI chip design trends · IBS/SemiEngineering (advanced-node cost context) · SIA/Oxford Economics
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Why Now

AI demand is forcing a full redesign of chip workflows

+25.6%
Semiconductor market growth in 2025
$72.22B
Meta FY2025 capex
~$80B
Microsoft FY2025 AI datacenter investment
$130.5B
NVIDIA FY2025 revenue (+114% YoY)

The market signal is clear

Hyperscalers and AI infrastructure leaders are committing unprecedented capital to compute. That accelerates custom-silicon demand and makes design-cycle automation mission-critical.

Sources: SIA/WSTS · Meta FY2025 · Microsoft · NVIDIA FY2025
03 / 13
Product

ChipOS is the agentic OS for design automation

1. Domain IDE

Semiconductor-first workspace for RTL, verification, physical design scripting, and review loops.

2. Agent + Model Fabric

Model routing across cloud and on-prem providers, plus workflow agents orchestrated per design stage.

3. Knowledge + Policy Layer

Private RAG, auditable actions, and self-host controls for IP-sensitive organizations.

ChipOS — nuclei-templates
ChipOS Dashboard
Select AI Provider
Claude Code
Claude Vibe
Workspace
▸ cloud
▸ code
▸ dast
▸ dns
▸ file
Projects
◇ Voyager SDK Pipeline
◇ Real-Time Speed Detection
◇ Real-Time Movement Heatm…
◇ YOLOv8 Deployment – Metis
◇ Pipeline: ALPR – License…
Tasks
○ Setup CI/CD Pipeline Infra…
○ Implement Build Stage
○ Implement Test Stage
Knowledge Base
12 sources indexed
▸ Accellera — 2 docs
CHIPOS
The agentic OS for chip design: orchestrate knowledge, workflows, and AI agents from one platform.
Get Started
✨ Ask anything about ChipOS
📖
Knowledge Base
Store and search through documentation, code examples…
Open
🏗
Projects
Manage development projects with integrated task…
Open
⚡
MCP Server
Connect to AI assistants via Model Context Protocol…
Open
⚙
Settings
Configure API keys, manage integrations, customize…
Open
📋
Subscription
Choose your plan and unlock advanced features…
Open
💻
CPU Development
Design RISC-V processors from ISA specification…
Open
🔍
RTL Verification
Generate UVM testbenches, SystemVerilog assertions…
Open
📦
Voyager SDK
Deploy AI models to Axelera Metis APUs…
Open
📐
Physical Design
Automate floorplanning, placement, CTS, and routing…
Open
🛡
PD Verification
Run DRC, LVS, ERC checks and static timing analysis…
Open
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Workflow position

Spec → RTL → Verify → PhysDesign → Signoff

ChipOS orchestrates the full design loop before tapeout. Manufacturing stays with foundries — we own the agentic layer above it.

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What Works Today

From one prompt to deployed pipeline on Axelera hardware

Step 1Intent prompt
Step 2Pipeline synthesis
Step 3Compile & optimize
Step 4Deploy to Axelera card
Step 5Benchmark + iterate
261+
API route handlers in server code
228
Automated tests in latest quick regression snapshot
32
MCP tool registrations in code scan
95%
Pass rate in quick regression snapshot
Internal evidence: test-reports/dashboard/data.json and route/tool scans in chipos-acf/python/src/server (local repo snapshot).
05 / 13
Automation Surface

Clear scope: design + deployment + support automation, not manufacturing

Now — Shipped
  • RTL scaffolding & code assistants
  • Verification copilots (UVM, coverage triage)
  • Pipeline deployment to Axelera hardware
  • RAG over design docs & specs
  • Support automation (Zendesk)
Next — Roadmap
  • PPA closure agents
  • ECO acceleration loops
  • Autonomous test generation
  • Broader accelerator support
Out of Scope
  • Manufacturing
  • Foundry operations
Current shipped capabilities Committed roadmap capabilities Intentionally excluded area
Manufacturing stays with foundries. ChipOS is the agentic orchestration layer: design lifecycle velocity, hardware deployment, documentation intelligence, and support automation.
06 / 13
Market Opportunity

Massive TAM, concentrated software spend, clear entry wedge

TAM $791.7B
SAM $22.3B
SOM $300M

TAM — $791.7B

Global semiconductor revenue (2025), projecting toward ~$1T in 2026.

SIA/WSTS annual global sales data

SAM — $22.3B (2.8% of TAM)

EDA + SIP + services — $5.566B in Q3 2025, annualized run-rate.

SEMI ESD Alliance quarterly reports

SOM — $300M (1.3% of SAM)

AI silicon design teams with security constraints and large verification burdens. 5-year target.

Bottom-up: ~1,000 teams × $300K avg. ACV
Path beyond $300M SOM
$300M
Year 5 SOM: AI design tool licenses across ~1,000 teams
→
$1–2B
AI labor substitution: verification engineers spend 60% of time on tasks ChipOS automates
→
$3–5B
Platform expansion: every design team standardizes on ChipOS as the agentic OS
a16z “Vertical SaaS + AI” framework: AI enables 2–10x revenue per customer by capturing labor budgets, not just software licenses.
Sources: SIA/WSTS · SEMI ESD Alliance · a16z Vertical SaaS + AI
07 / 13
Customers and ICP

Start where design velocity is existential

Live account

Axelera AI uses ChipOS workflows for one-shot pipeline implementation and deployment to accelerator cards.

Beachhead: AI hardware teams with short release cycles and immediate deployment feedback loops.

Target accounts (design-side)

Hyperscalers, fabless AI silicon teams, and semiconductor platform companies managing large RTL + verification programs.

Target-account examples, not claimed contracted customers.
08 / 13
Competition

Everyone ships agents. Nobody ships the OS.

ChipOS sweet spot ↗ Hardware-Agnostic Vendor-Locked Point Agent Full Platform / OS
Cursor / Copilot
Horizontal AI — no chip domain, no EDA integration
ChipAgents ($74M)
Agentic point tools for RTL + verification only
Chipmind ($2.5M)
Design-aware agents, ETH Zurich — early stage
Cadence ChipStack
Agentic workflow — locked to Cadence stack
Synopsys AgentEngineer
L2–L3 roadmap — locked to Synopsys stack
Google AlphaChip
RL floorplanning — Google TPUs only, one stage
ChipOS ★
Vendor-neutral agentic OS — full lifecycle, any hardware

Point agents (≠ platform)

ChipAgents ($74M, Bessemer) and Chipmind ($2.5M) solve individual stages — RTL or verification. No orchestration layer, no deployment pipeline.

Vendor-locked workflows

Cadence ChipStack and Synopsys AgentEngineer require their own tool stacks. Design teams locked to one vendor cannot adopt best-of-breed AI.

ChipOS: the vendor-neutral OS

Only vendor-neutral platform spanning design → verification → deployment. MCP-native, self-hostable, works with any EDA toolchain.

Sources: Synopsys FY2025 · Cadence FY2024
09 / 13
Business Model + GTM

Land with one design team. Expand to the full org.

Community
Free
Core workspace + community workflows
Local model support
Open ecosystem entry
Pro
$99 / seat / month
Multi-provider model routing
Private knowledge + team workflows
MCP and automation controls
Enterprise
Custom
Self-host / air-gapped deployments
SSO + policy controls + auditability
Dedicated integration and support

Land

Start in verification or RTL productivity pain points with measurable cycle-time wins.

Expand

Roll out into physical-design scripting, signoff loops, and shared enterprise knowledge surfaces.

Scale

Make ChipOS the default agentic OS across teams and geographies — the way Git became default for source control.

10 / 13
Traction + Roadmap

Shipping now, expanding fast

1
Live enterprise deployment (Axelera)
260+
API surface (route handlers)
228
Automated tests (quick regression snapshot)
95%
Pass-rate snapshot
Q1 2026

Product hardening

Stabilize deployment flows and enterprise controls for design-team onboarding.

Q2 2026

Paid pilots

Convert design partners into paid pilots with cycle-time ROI tracking.

Q3 2026

Verification autonomy

Coverage-closure assistants and autonomous test generation loops.

Q4 2026

Enterprise scale

Multi-team rollouts, deeper physical-design scripting automation, SOC2 path.

11 / 13
Team

Deep domain, not just dev tools

AC
Abhilash Chadhar
Founder & CEO

10 years in silicon verification across Intel (Habana AI), ISRO, and Axelera AI. Led verification signoff for AI accelerators, RISC-V vector CPUs, PCIe/USB SerDes PHYs across multiple tapeouts with working silicon. Now building the tools he wished existed.

10+ yrs silicon DVIntel, Axelera, ISRO
Multiple tapeoutsPCIe Gen4, USB3.2, RISC-V, AI accelerators
9 Intel awardsTop 10% recognition across 300-person orgs

Current dual role: Founder @ FutureAtoms + GenAI @ Axelera AI

KC
Dr. Kartik Chadhar
Advisor

MD, Community Medicine — AIIMS Delhi & Safdarjung Hospital. MBBS, AIIMS Bhopal. Former Regional Medical Officer across multiple districts. NTSE Scholar. Nationally recognized for leadership in public health reform.

Strategic advisor: operational leadership, scale-up across distributed systems, and governance perspective.

Why this team

Built verification environments, not just coding assistants. Understands where chip teams lose time: coverage closure, debug loops, signoff churn.

10 projects with working silicon. Building ChipOS from lived verification pain.
12 / 13
The Ask

Raise: $5M seed to own the agentic OS layer for chip design

Runway

18 months

Target outcomes: 3–5 paid enterprise pilots, repeatable land-and-expand motion, and a durable platform moat as the agentic OS category winner.

Use of funds

Engineering (product + agents)50%
GTM (design-partner sales)30%
Infra + compliance20%

Contact

futureatoms.com · founder@futureatoms.com

Deck structure influenced by widely-used VC guidance on narrative clarity and sequencing: Sequoia · Y Combinator · DocSend
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