MentionFox lists 113 Hardware and semiconductor companies for 2026. Of them, 62 are Y Combinator companies (the newest batch here is Fall 2026, with 13); 35 filed a Form D notice with the SEC; 16 won an SBIR or STTR award. Across the 35 Form D notices in the table that report an amount sold, the median is $3.4M; the largest is $187M, by HavocAI Inc. (its Form D, filed May 12, 2026). The median SBIR or STTR award in the table is $983,959, across 16 awards.
Companies113
Y Combinator62
Form D filers35
SBIR/STTR winners16
Median amount sold (Form D)$3.4M
Other years
All years (302) 2025 (70) 2024 (22) 2021 (20)
Hardware and semiconductor startups in 2026
| Company | What it does | Date | Amount | Round / stage | Record |
|---|---|---|---|---|---|
| Vescent Technologies Inc. | Cooling lasers for optical clocks in space (clocs) | Award starts Sep 30, 2026 | $1.3M | SBIR Phase II | Federal award record |
| Micromem Technologies Inc (funding history) | Filed Sep 24, 2026 | $90,000 | SEC Form D | ||
| Laser Light Holdings, Ltd | Filed Sep 21, 2026 | $277,000 | SEC Form D | ||
| OhmNow, Inc | Filed Sep 17, 2026 | $2M | SEC Form D | ||
| QorTek, Inc. | Filed Sep 16, 2026 | $5.7M | SEC Form D | ||
| Thermavant Technologies LLC | Large format ceramic oscillating heat pipes | Award starts Sep 10, 2026 | $1.3M | SBIR Phase II | Federal award record |
| Jumplights, Inc. (funding history) | Filed Sep 9, 2026 | $308,000 | SEC Form D | ||
| Immunophotonics, Inc. (funding history) | Filed Sep 4, 2026 | $10.1M | SEC Form D | ||
| Polaris Electro-Optics, Inc. (funding history) | Filed Sep 4, 2026 | $49.5M | SEC Form D | ||
| antimattr | voice-first hardware interface for human-agent interaction | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Cyclon | a phone where AI is the interface | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Degla Inc | The fully autonomous intelligence layer in the sky. | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Foundation Instruments Inc | This sbir phase ii project seeks to demonstrate the commercial feasibility of a next generation analyzer platform that offers rural… | Award starts Sep 1, 2026 | $600,000 | SBIR Phase II | Federal award record |
| Habu | Like Crosby, but for real estate development | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Hemlock | Force-sensing wristband for training robotic AI | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Honeybee Robotics LLC | Fy26 sbir phase iii - sample collection tools and associated hardware development | Award starts Sep 1, 2026 | $725,224 | SBIR Phase III | Federal award record |
| Mantle | The pit crew for deployed machines and robots. | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Opto-atomics Corp. | Atomically-referenced optical wavelength standard | Award starts Sep 1, 2026 | $1.3M | SBIR Phase II | Federal award record |
| Perceptra Technologies, Inc. | High-performance integrated photonic raman analyzers | Award starts Sep 1, 2026 | $462,377 | SBIR Phase II | Federal award record |
| RightNow | Enabling Model-Hardware Co-Design at Scale | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Simantic | Firmware simulation for AI agents | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Sinter | Accelerating scaled plastics with additive technologies | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Talos | Predictive maintenance for power infrastructure. | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| The Subvocal Company | Talk to your computer without talking | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Vexo | An AI bracelet that remembers your day and acts before you ask. | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Vorelios | AI that simulates physics 1000x faster | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| DexMat, Inc. (funding history) | Filed Aug 19, 2026 | $1M | SEC Form D | ||
| Qudara Inc. | Filed Aug 18, 2026 | $5.3M | SEC Form D | ||
| Rapid Liquid Print Co. (funding history) | Filed Aug 12, 2026 | $2.2M | SEC Form D | ||
| Designer Ecosystems LLC | Sensor platform for novel submerged barriers | Award starts Aug 1, 2026 | $1.2M | SBIR Phase II | Federal award record |
| Advanced Nanophotonics, LLC | Fy26 sbir phase iii - advanced nanophotonics, llc - next gen components for exoplanet detection and characterization technologies… | Award starts Jul 30, 2026 | $283,046 | SBIR Phase III | Federal award record |
| Great Sky Inc. (funding history) | Filed Jul 23, 2026 | $25.9M | SEC Form D | ||
| Laser Photonics Corp (funding history) | Filed Jul 21, 2026 | $2.5M | SEC Form D | ||
| VoltServer Inc. (funding history) | Filed Jul 16, 2026 | $5M | SEC Form D | ||
| Ingantec Corp. (funding history) | Filed Jul 13, 2026 | $228,065 | SEC Form D | ||
| Exum Instruments, Inc. (funding history) | Filed Jul 2, 2026 | $3.4M | SEC Form D | ||
| Point2 Technology Inc. | Filed Jun 26, 2026 | $62.6M | SEC Form D | ||
| Stable Laser Systems Inc | 80nssc26c0036 robust lasers for space flight compatible oasic | Award starts Jun 17, 2026 | $444,999 | SBIR Phase III | Federal award record |
| Ravee Optics, Inc. | Filed Jun 11, 2026 | $6M | SEC Form D | ||
| Alchlight, LLC | Ph2 topic a16-014 enhancement for laser nanostructured surfaces for armament applications | Award starts Jun 10, 2026 | $684,785 | STTR | Federal award record |
| 83 Sciences | AI-native materials discovery powered by unpublished experimental data | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Aerogen Systems | Building the future of advanced chip manufacturing. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Atomarine | Floating nuclear powered data centers at sea. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Baud | AI chips for ultra-fast training and inference | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| CarSignal | The AI Operating System for Auto Shops. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Daqstra | AI-native test infrastructure to accelerate hardware companies. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Dipole Labs | AI-controlled optical switching for AI clusters | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Frontier Computing | Frontier grows scalable biological brains as an ML training substrate | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| hardware intelligence | AI tools for the chips your AI runs on | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Hilstart | Autonomous Hardware Testing | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Impact Drones | Air Defense as a Service for Civilian Infrastructure. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Induction Labs | Building intellectually curious AI | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Kara | Making Diamond Engineerable | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Kef Robotics Inc | Blue print: precise, resilient, interoperable navigation and telemetry for any air force suas | Award starts Jun 1, 2026 | $1.2M | SBIR Phase II | Federal award record |
| Lamb Labs | Lightning fast chips with hardcoded AI models | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Nori | The most capable American-made humanoid robot for $1,688 | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| OpenRelay | Distributed, hardware-agnostic AI inference | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| OS3 | Affordable, intelligent humanoid robots built to deploy at scale | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Praxis Robotics | Turns every company into a data vendor | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| ProvenMetal | Fast-turn, American made PCBs | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Robocurve | Real-world evals for robots | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Standard Machines | Teaching AI to Design Chips | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Stoa | The market behind AI hardware. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Synapse Semiconductor | New semiconductors that merge compute and vision | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Vernius Systems, Inc. | Autonomous radar guidance for interceptors | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Waybill | Managed procurement & inventory for hardware teams. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| ModRetro, Inc. (funding history) | Filed May 27, 2026 | $145M | SEC Form D | ||
| HavocAI Inc. (funding history) | Filed May 12, 2026 | $187M | SEC Form D | ||
| Dak Dynamics LLC | Filed May 11, 2026 | $25,000 | SEC Form D | ||
| Vitaliti Technologies Inc. | Filed May 5, 2026 | $21,413 | SEC Form D | ||
| Focus Universal Inc. (funding history) | Filed Apr 22, 2026 | $4M | SEC Form D | ||
| Kairos Water, Inc. | Filed Apr 22, 2026 | $1.6M | SEC Form D | ||
| Aria Networks, Inc. | Filed Apr 21, 2026 | $73M | SEC Form D | ||
| Folio Photonics Inc. (funding history) | Filed Apr 15, 2026 | $6M | SEC Form D | ||
| Analog Photonics LLC | , topic number o254-009, faraday optical isolator on a photonic integrated laser circuit | Award starts Apr 13, 2026 | $313,644 | SBIR Phase I | Federal award record |
| Aosense, Inc. | Phii osd232-006, high-efficiency low-power microwave oscillator for rubidium (helpmor) develop novel technologies to increase the… | Award starts Apr 13, 2026 | $1.7M | SBIR | Federal award record |
| Excellerix, LLC | Phii topic number osd232-009, application-specific electronic package for a quantum sensor an application-specific electronics package… | Award starts Apr 13, 2026 | $1.7M | SBIR | Federal award record |
| Advanced Metal Research | Machine intelligence for American Welding | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Arlo Industries | Track drones and missiles without radars - Accurate, Passive, Scalable | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Discovered Materials | AI scientists to discover materials for the semiconductor industry. | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Dispatch | Satellites for Manufacturing in Space | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| E1O | Camera-free AI glasses | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Fuchsia | Vanta for hardware | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Intelligence Factory | Human Intelligence for Robots | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Modern | Modern - the ServiceNow killer | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Nine Fives | RF test equipment for next-gen spacecraft, drones, and cellphones | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| ProjectX | Agent native workspace for heavy parallel workflows on the web | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Surtr Defense Systems | The hardware-agnostic operating system for drone defense | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Lsi Industries Inc | Filed Mar 25, 2026 | $5M | SEC Form D | ||
| Omni Design Technologies, Inc. | Filed Mar 20, 2026 | $34.3M | SEC Form D | ||
| Coastal Measures Inc. | Filed Mar 19, 2026 | $500,000 | SEC Form D | ||
| Nodar Inc. | Filed Mar 19, 2026 | $575,000 | SEC Form D | ||
| Otovo Asa | Filed Mar 19, 2026 | $14M | SEC Form D | ||
| Kent Optronics Inc | Proposal f2-19329 - silas- laser analysis, topic no | Award starts Mar 9, 2026 | $1.8M | SBIR Phase II | Federal award record |
| Infleqtion, Inc. | Filed Feb 25, 2026 | $127M | SEC Form D | ||
| Evercycle Inc (funding history) | Filed Feb 4, 2026 | $3M | SEC Form D | ||
| Snochip Inc (funding history) | Filed Jan 20, 2026 | $550,000 | SEC Form D | ||
| Creative 3D Technologies, Inc. | Filed Jan 15, 2026 | $1M | SEC Form D | ||
| Apex Microdevices LLC | Fy23 (23.4) sbir next generation ultra-compact RF filter technology active electronically scan | Award starts Jan 12, 2026 | $624,797 | SBIR | Federal award record |
| Kineolabs, Inc. | Filed Jan 5, 2026 | $999,997 | SEC Form D | ||
| Button Computer | The tiny computer built for voice AI. | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Congruent | AI native radars for self-driving cars | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| DAIVIN! | Tankless Dive Gear - Breath Autonomy at Sea, Land & Space | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Human Archive | Physical AI data lab | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Inviscid AI | Real-time Physics Simulations for Industrial Facilities & Data Centers | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Ndea | Building AGI that can innovate. | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Origami Robotics | Manipulate Anything Robot | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Piris Labs | The Networking Layer of AI | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Take Notes in the Real World | Winter 2026 | Y Combinator batch | Y Combinator listing | ||
| Reframe | AI-native, hardware procurement marketplace | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Seeing Systems | Modular AI-Commanded Drones for Defence | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Visibl Semiconductors | Custom silicon for power electronics | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Voxel Energy | Energy independent data centers with solar and repurposed batteries | Winter 2026 | Y Combinator batch | Y Combinator listing |
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Figures come only from the record linked in each row; a blank means the record gives none. How these lists are built.