Power Law company profile

Substrate

Semiconductors · San Francisco, United States · Founded 2022 Unicorn

Semiconductor manufacturing using advanced X-ray lithography technology

Valuation

$1–2.5B

Latest valuation · 2026

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Revenue

$1–10M

Latest reported FY

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Headcount

<100

Current team size

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Featured in Unicorn$1B+ valuation tier · Power Law dataset 2026

Investors

3 investors on Substrate's cap table

Sourced from Dealroom's funding history. Tap any card for that investor's profile.

Series B+ 3 investors entered at this stage

Valor Equity Partners

General Catalyst

Founders Fund

Global footprint

Where Substrate has talent and traffic

Workforce by country

1 countries with
team presence

🇺🇸 United States100%

1 country shown

Web traffic by country

27K monthly visits
across markets

🇺🇸 United States23.7%

🇨🇦 Canada12.6%

🇦🇺 Australia12.2%

🇮🇳 India7.4%

🇬🇧 United Kingdom7.4%

Top 5 markets shown

Patent intelligence

$255k patent portfolio · 2 active families

Estimated portfolio value

$255k

0.03% of valuation · 71.5× smaller than top peer DJEL ($18M)

2 active patent families

Where Substrate innovates Theoretical computer scienceData storeMultimodal dataContent-addressable memoryData structure

Where Substrate concentrates vs peers

Each axis is a top-10 topic across Substrate and its closest peers. #1 = 100, #10 = 10, absent = 0.

Compare against

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Market sentiment

What the market is saying about Substrate

An AI-synthesized read of the highest-engagement posts about Substrate on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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