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Fairview Semiconductor
Series A Capital Memorandum

Purpose-built AI silicon. Series A.

Stallion and Gallium are Fairview’s compute and memory families for on-prem and sovereign inference. Operating from Santa Clara, California, USA and Hyderabad, Telangana, India.

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Core Architectural Pillars

The Pillars of Silicon Supremacy.

How FairView redefines compute density, memory bandwidth, and 700W thermal packaging for foundation model scale.

COMPUTE ENGINE

Monolithic 2nm GAAFET (TSMC N2) Compute Core

185 billion monolithic transistors fabricated on TSMC’s premier N2P GAAFET platform, delivering 4.72 PFLOPS of sustained FP8 throughput with native transformer hardware micro-scaling engines and zero NUMA hop penalties.

  • ✓ 576 4th-Gen Sparse Systolic Tensor Engines
  • ✓ Native FP8/FP4 Micro-Scaling Engine
  • ✓ Zero Inter-Chiplet Hop Penalties
MEMORY SUBSTRATE

3Dx3D Heterogeneous Packaging (TSMC-SoIC + CoWoS-L) 2.5D Advanced Silicon Packaging

Eliminating the memory wall via eight 16-Hi HBM4 3D stacked DRAM cubes across an ultra-wide 16,384-bit bus, delivering 16.0 TB/s unified bandwidth at sub-8ns latency and 0.9 pJ/bit energy efficiency.

  • ✓ 16.0 TB/s Sustained Memory Bandwidth
  • ✓ Sub-8ns Direct Die-to-Memory Latency
  • ✓ 0.9 pJ/bit Ultra-Low Power Envelope
SYSTEM SCALE-OUT

Hyperscale Blade & Cluster Infrastructure

Native PCIe Gen6 x16, CXL 3.1 direct memory pooling, and UCIe 3.0 die-to-die interconnects scaling into 512-MPU direct-liquid-cooled rack systems for trillion-parameter AI foundation models.

  • ✓ 128 GB/s Bidirectional PCIe Gen6 x16
  • ✓ CXL 3.1 Direct Memory Fabric Pooling
  • ✓ 700W Sustained Direct Liquid Cooling
Architectural Teardown

Why FairView Wins vs. Legacy Industry Baselines.

Target comparison at product scale (not measured silicon).

Feature VectorFairView Stallion S100NVIDIA B200 (Blackwell)AMD Instinct MI300X
Compute TopologyTarget (product family): 185B 2nm-class GAAFET2-Die 4nm Multi-Chiplet8-Chiplet 5nm/6nm
Peak Memory BandwidthTarget (product family): 16.0 TB/s8.0 TB/s5.3 TB/s
Memory InterfaceTarget (product family): HBM-class. Not JEDEC / PHY none on this drop.8,192-bit Legacy Bus (8-Stack)8,192-bit Legacy Bus (8-Stack)
Die-to-Memory LatencyTarget (product family): < 8 ns~28 ns NV-HBI Bridge~35 ns Inter-Chiplet
I/O Energy EfficiencyTarget (product family): 0.9 pJ / bit2.4 pJ / bit3.1 pJ / bit
Thermal SolutionTarget (product family): 700W liquid1000W - 1200W Extreme750W
Software PortabilityTarget software story / host runtime todayCUDA Lock-inROCm
Financial Scale & Unit Economics

5-Year Realistic Revenue Model (2026–2030).

Illustrative, not a forecast.

Fiscal YearOperational StagePackaged SocketsRevenue (USD)Gross MarginEBITDA Margin
2026 (Y1)RTL & ZeBu Emulation0 (R&D Phase)$0N/AR&D Phase
2027 (Y2)First Silicon Delivery50 (Alpha Sockets)$12.5M USD52.0%R&D Phase
2028 (Y3)Early Commercial Scale1,200 Sockets$95.0M USD62.0%+18.0%
2029 (Y4)Hyperscale Volume6,500 Sockets$480.0M USD66.0%+36.0%
2030 (Y5)Global Cloud Scale-Out25,000+ Sockets$1.85B USD68.0%+42.0%
Dates

Bring-up silicon targeted 1H 2027 · Product S10 2H 2027 · Systems 2028.

Shuttle this quarter. Packaged bring-up die 1H 2027. Product S10 2H 2027. Family / systems 2028. Specifications on this page are product-family targets.

Diligence / bring-up: GRID=4; Sky130 fv_mac_pe and fv_secded_byte; GDS, LVS unique, DRC 0; PHY none. Ledger: diligence.

2026 Q4SHUTTLE PO

Shuttle booked + freeze

  • 01.Entity close.
  • 02.Book Sky130 / ChipIgnite-class shuttle. Freeze GRID=4 PE + SRAM + GPIO.
2027 H1BRING-UP DIE

Packaged bring-up silicon

  • 01.GRID=4 + G1 SRAM. Boots A1/B1. PHY none. Not the S10 product SKU.
2027 H2PRODUCT S10

Product-intent S10

  • 01.Product S10 + G1 if funding and PD hit. Not N2. Not HBM cubes.
2028SYSTEMS

Product-intent follow-on and systems

  • 01.Product-intent follow-on and systems if silicon and funding hold.
Gated Institutional Data Room

Access the 2026–2027 Master Pitch Deck.

Contains confidential 5-year financial models, CapEx allocations for the $35M Series A, proprietary IP portfolios, and 2027 silicon tape-out schedules. Access is restricted to verified institutional investors.

FairView Semiconductor — Stallion AI MPU & Gallium HBM4