Stealth Chip Startup Kepler Emerges With EUV-Free 3D-Stacked HBM, $468M Raised
pstAsiatech · x · 2026-09-10
- Kepler Computing, a San Jose startup founded in 2018, has exited stealth after seven years claiming a new HBM memory architecture that could ease the supply bottleneck driving memory prices up.
- Its approach combines 3D stacking with a proprietary material, raising density without EUV lithography and remaining compatible with existing fabs; it reports similar gains for on-die SRAM cache.
- The company has raised $468M from GlobalFoundries, Intel Capital, AMD Ventures, Baillie Gifford, and Bill Gates; scaling the technology remains the open question.
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