AI-Native EDA Startups: who owns how much of the chip design stack
Indian Early Stage VC's #MarketMapMondays 95 (Oct 2026), billed as the first map of the AI-native EDA space: 38 startups (25+ global, 15 India-founded) applying AI to chip design. Digital chip design is grouped by how much of the AI stack each startup owns, from full-stack outcome players and full-flow engines to single-step engines and orchestration agents on incumbent tools, with separate Analog/RF and PCB board-design groups. Map by Gowri Shankar Nagarajan.
Digital chip design: Full-stack outcome
Digital chip design: Own engine/model, full flow
Digital chip design: Own engine, one step
Digital chip design: Orchestration layer
Board (PCB)
