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档案库 · 硬件与设备 · 战略决策 · 2025-2026

Athos Silicon 关停:梅赛德斯安全芯粒衍生公司融资失败

梅赛德斯-奔驰于2025年将其安全芯粒团队分拆为 Athos Silicon;一年后,由于融资失败,董事会解散了这家初创公司。

Athos Silicon

它在赌什么汽车制造商将购买能够在单个封装内提供故障安全冗余的芯粒,功耗降低10-20倍,先从无人机开始,再扩展到自动驾驶。已经没了

做的是什么生意

Athos Silicon was developing functional-safety chiplets for autonomous driving and other autonomy systems: multiple chip instances in a single package monitor one another through a patented voting mechanism, and workloads can move between chiplets so a hardware failure does not interrupt service. After Arm acquired chiplet-hub maker DreamBig, Athos dropped its plan to buy third-party chiplets and switched to taping out its own SoC chiplet from third-party IP, using several instances of one tape-out on an organic substrate to control cost.

启动资金Mercedes-Benz made an undisclosed but 'significant' investment in the spinout and held a minority stake; Athos said in 2025 that it would raise venture capital from other investors, but no external round was ever disclosed before the board wound the company down.

起因

Engineers at Mercedes-Benz Research & Development North America spent about five years developing chips meant to be safe enough for cars while using less energy. In September 2025 Mercedes-Benz spun the group out as Athos Silicon, based in Santa Clara, California, transferring the team's intellectual property and making an undisclosed 'significant' investment while keeping a minority stake. CEO Charnjiv Bangar said independence mattered because Athos needed to reach other carmakers, competitors of Mercedes, and to raise venture capital of its own.

经过

Athos's architecture attacked the redundancy problem: cars often run critical self-driving functions on two or more separate chips so a failure has a backup, but chips communicating across a circuit board cost power - 10 to 20 times more, by Athos's claim, than multiple chiplet instances bound in a single package. The startup planned a patented voting scheme in which chiplets monitor one another and workloads move between them if one fails, targeting autonomous driving in the long term and smaller systems such as drones in the near term. Its original plan was to buy and integrate third-party chiplets, including DreamBig's chiplet hub; after Arm acquired DreamBig, Athos redrew the roadmap to tape out its own SoC chiplet from third-party IP, with multiple instances of a single tape-out on an organic substrate to cut cost.

结果

In early September 2026 former CEO Charnjiv Bangar told EE Times that Athos Silicon had ceased operations after its board decided to wind down and dissolve the company. 'Despite extensive efforts, we were unable to secure the financing required to continue the productization and commercialization of our technology,' he said, adding that the technology was consistently well received by the technical community and prospective partners, and that 'ultimately, the challenge was financial and cap-table related rather than technical.' Under the licensing agreement with Mercedes-Benz, the original IP licensed from Mercedes reverts to Mercedes-Benz, while IP developed after the spinout remains with its inventors.

背景

梅赛德斯-奔驰花费了大约五年时间孵化了一个硅谷团队,该团队为自动驾驶设计故障安全和功率高效的芯片。2025年9月,它将该工程师团队分拆为 Athos Silicon,这家位于圣克拉拉的初创公司获得了该团队的知识产权,并获得了梅赛德斯-奔驰未公开的“重大”投资,后者仍是少数股东。

Athos 的赌注是,汽车制造商将购买中立供应商的安全芯粒:单个封装内的多个芯片实例,通过专利投票机制进行监控,可以取代当今汽车使用的单独备份芯片,并声称省电10-20倍。它长期目标是自动驾驶,短期目标是无人机等较小系统,最初计划集成第三方芯粒——包括 DreamBig 的集线器——后来 Arm 收购 DreamBig 促使它基于第三方IP流片自己的 SoC 芯粒。

这家初创公司在2025年表示,将从外部筹集风险资本,但从未披露过任何轮次。2026年9月初,前CEO Charnjiv Bangar 证实 Athos 已停止运营:在为产品化和商业化未能获得资金后,董事会投票决定缩减规模并解散公司。

“该技术一直受到技术界和潜在合作伙伴的好评,”Bangar 说。“最终,挑战在于财务和股本结构,而非技术。”从梅赛德斯-奔驰许可的原始知识产权归还给这家汽车制造商,而分拆后开发的知识产权仍归发明者所有。

这件事要成立,得有什么

  • Athos 处于两种融资现实之间:梅赛德斯-奔驰按设计仅是少数股东,而 Bangar 在2025年承诺的外部风险资本从未出现。
  • 芯片产品化需要漫长且资本密集的流片,留下年轻的初创公司空间有限,无法从良好的技术评价过渡到收入。
  • Arm 收购 DreamBig 后,路线图从集成第三方芯粒转向内部 SoC 流片,提高了赌注的成本并延长了时间表。
  • 中立性意味着,在其争取竞争对手汽车制造商客户时,梅赛德斯的采购订单无法支撑公司。
  • Bangar 自己的说法区分了两种失败模式:技术受到好评,但董事会的决定基于公司的融资状况和股本结构。

可借鉴之处

即使技术“一直受到好评”,仍需要愿意资助产品化的投资者;股本结构可能会扼杀一家工程上可行的公司。

后续进展

截至2026年9月初,Athos Silicon 正在缩减规模并解散,前CEO Charnjiv Bangar 将关闭归因于资金而非技术。根据与梅赛德斯-奔驰的许可安排,从这家汽车制造商许可的原始知识产权归还给梅赛德斯-奔驰,而分拆后开发的知识产权仍归发明者所有。在这家初创公司大约一年的独立生活中,未披露任何客户、试点或外部融资轮次。

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