Series Seed 2026 — $3.5M

StoneWood Microelectronics

Sovereign Semiconductor Infrastructure:
Capital-Light, High-Yield 3D Heterogeneous
Chips Engineered by Software.

4 fJ Switching Energy
>250°C Operating Temp
0 EUV Dependency
$180B+ TAM Horizon
Scroll

The Monolithic Lambda Stack™

Three integrated pillars that bypass the EUV wall and unlock the post-silicon era.

01

Lambda Process Architecture

Capital-light additive packaging that vertically folds mature 90nm CMOS digital logic directly over high-performance GaN/SiC wide-bandgap power devices. No EUV required. 100% domestic supply chain.

0 EUV Dependency
02

Sawyer EDA Design Suite

Proprietary multi-physics compiler that natively models Van der Waals interfaces, GaN-on-Si RF structures, and photonic nanocavities. The design tool Cadence and Synopsys architecturally cannot build.

~80% Gross Margin
03

All-Optical Switching Core

MoSe₂ 2D semiconductor matrices inside Si₃N₄ photonic nanocavities create exciton-polariton quasiparticles — achieving non-linear optical switching at a historic 4 femtojoule energy threshold. 100× more efficient than silicon CMOS.

4 fJ Switching

The Physics Under the Hood

Two Nobel-class phenomena — Van der Waals bonding and exciton-polariton switching — commercialised for the first time in a single manufacturable stack.

Detail A — Van der Waals Integration
CMOS Logic Layer (90nm–350nm)
Van der Waals Bond Interface
GaN-on-Si HEMT Power Layer
Additive Metallic Ink Substrate
Lattice-Free Heterogeneous Integration. Weak VdW bonds stack wildly different materials without requiring perfect atomic lattice matching — eliminating structural cracking and material strain entirely.
Detail B — Exciton-Polariton Switching
Si₃N₄ Nanocavity
MoSe₂ 2D Matrix
⚡   4 femtojoule switching threshold   ⚡

Photons couple strongly with matter inside the nanocavity, creating hybrid “half-light, half-matter” quasiparticles that switch at 100× lower energy than silicon CMOS.

Validated by UPenn & Montana State research. First commercial integration of VdW bonding + exciton-polariton switching in a single manufacturable stack.

Sawyer EDA Suite: The Unreplicable Engine

Software-grade margins on a hardware platform. No competitor can replicate the Lambda Process without licensing Sawyer.

SAWYER EDA Suite
VdW Thermal Extraction

Calculates localised heat trapping at VdW interfaces and auto-shapes metallic trace paths as micro-heat sinks.

Gate-Stack Dipole Tuning

Algorithmically balances HfO₂/Al₂O₃ oxide coatings to correct negative threshold voltage shifts automatically.

Inline Rheology Compensation

Analyses feedstock purity variance and rewrites machine toolpaths in real time to guarantee yield without hardware retuning.

Photonic Circuit Synthesis

Compiles, routes, and scales thousands of interacting optical components for all-optical AI hardware acceleration.

NEW MODULE
Deterministic Defect Mapping & Nano-Placement Compiler. Ingests real-time characterisation data of multi-material feedstocks (carbon nanotubes, MoSe₂ flakes). Maps microscopic defect zones. Automatically rewrites machine toolpaths to build circuits only on pristine, high-fidelity areas — replacing custom hardware robotics with software.
Muhammad’s Workspace HUD
⚡ SELF-HEALING: Multi-material boundary defect detected → toolpath rewritten → yield preserved
$80,000 per seat / year
2.5–4.5% royalty per wafer shipped
~80% gross margin

TRL Progression Roadmap & IMEC Alignment

Three phases from validated prototype to all-optical AI compute platform — precisely aligned with the IMEC global logic scaling roadmap.

International Semiconductor Roadmap Alignment
FinFET
2015–2022
7nm–3nm
NanoSheet
2022–2026
2nm–1.4nm
CFET
2026–2030
~1nm
2DFET
2030–2037
<4MT
IMEC Target
2DFET Mass
2037–2039+
Sub-Ų Node
Sawyer EDA Software Vector →
Phase 1 — TRL 2→3
Now — Year 1-2

Validate & Contract

  • Validate Sawyer core compiler for 6G GaN-on-Si RF & power-amplifier designs
  • Lock in defense/aerospace NRE verification contracts
  • Ink purity qualification (±2.3%) + defect mapping baseline
  • Sawyer EDA alpha with 3 design partners
Seed Capital Focus
Phase 2 — TRL 4
Year 2

Deploy & License

  • Deploy Sawyer Beta + Deterministic Nano-Placement engine
  • Partner with wide-bandgap OEMs: eliminate VdW thermal bottleneck
  • First $80K/seat commercial licensing deals
  • Sub-2μm hybrid bonding yield target: >60%
Revenue Inflection
Phase 3 — TRL 5+
Year 4+

All-Optical Future

  • Open Photonic Circuit Synthesis Plug-In
  • Enable foundry clients to route & compile thousands of optical elements
  • Hit historic 4 fJ exciton-polariton switching threshold commercially
  • Royalty stream: 2.5–4.5% per wafer shipped
Series A Story

A $180B+ Total Addressable Market

From a defensible beachhead to the AI compute infrastructure of the next decade.

SOM $1.8B
SAM
TAM
SOM — Beachhead $1.8B

Harsh-Environment Microelectronics

Defense, aerospace, and grid-edge AI power routing. High-temperature, high-reliability chips for customers who pay NRE fees and have zero tolerance for supply chain disruption.

Now → Year 2
SAM — Mid-Term $24B

Wide-Bandgap Power Modules

Next-generation GaN/SiC power modules for EV inverters, ultra-fast charging stations, and industrial power conversion — actively seeking 3D logic integration solutions.

Year 2 → Year 4
TAM — Long-Term $180B+

All-Optical AI Compute

Post-silicon all-optical AI accelerators and high-density heterogeneous compute architectures. The Photonic Circuit Synthesis Plug-In is the entry point to this market.

Year 4 → Year 7+

Why StoneWood Wins

Universal software vs. closed hardware. Capital-light SaaS scales where state fabs and C12-style robotics cannot.

Feature State-Backed Foundries
(e.g., CETC)
Closed Quantum HW
(e.g., C12)
Legacy EDA
(Cadence/Synopsys)
StoneWood
Sawyer + Lambda
Core Delivery Rigid HW Lines Closed HW Stack Proprietary Toolchain Universal SaaS Suite
Defect Mitigation Brute-Force Mfg Custom Pick & Place Not Modeled Algorithmic Toolpath Rewrite
Capital Efficiency State-Scale CapEx Venture-Intensive HW $150M+ EUV Wall ~80% GM Licensing
Primary Wedge 6G Fixed Telecom HW Logical Qubits (2027+) Silicon-Only Power/RF + Photonics
VdW Thermal Control Structurally Blind Severe Heat Trapping No Model Exists Self-Healing Micro-Sinks
Supply Chain Foreign Controlled Paris Fab Dependency ASML EUV Dependency 100% Domestic Stack

5-Year Financial Model

From seed-stage deficit to $64.5M revenue at 85% gross margins by Year 5.

Total Revenue
Gross Margin
Metric Y1 Y3 Y5
Revenue $1.15M $11.2M $64.5M
Gross Margin 60.8% 81.1% 85.0%
EBITDA ($500K) $4.58M $32.8M
EBITDA positive in Year 2
Breakeven driven by EDA licensing mix shift

Built by Founders Who’ve Done This Before

Deep hardware-software co-design expertise spanning sovereign defense, advanced EDA, and next-generation packaging.

F

Founding Executive

CEO & Chief Architect

Deep experience in hardware-software co-design, multi-physics compiler orchestration, and next-generation heterogeneous packaging architectures.

Lambda Process Commercial Strategy DoD Engagement
M

Muhammad

Lead Systems Architect

Head of design workspace layout, PDK workflow optimisation, and front-end CAD interface deployment for the Sawyer EDA interactive dashboard.

Sawyer EDA UX PDK Pipeline Multi-Layer Schematics

Strategic Advisors

Sovereign defense microelectronics (former DoD/DARPA program leadership)
Top-tier silicon foundry operations (domestic and allied fab experience)
Deep-tech venture capital (Series A/B deep-tech fund experience)
UPenn / Montana State research liaison (photonics validation network)

The Seed Round: $3.5M

Accelerating from TRL 2 to TRL 4 — the milestones that unlock Series A and the all-optical future.

$3.5M
Series Seed
  • SAFE with MFN clause
  • 12-month primary runway
  • Defense NRE offsets dilution
  • Parallel: NSF SBIR + CHIPS + AFWERX
55%
25%
20%
55% — $1.925M
Core Software Team

4 Senior EDA/PDK engineers hired by end of Q2

25% — $875K
Compute & Infrastructure

GPU cloud capacity for multi-physics waveform simulation

20% — $700K
IP Defense & GTM

Patent prosecution & defense pilot pipeline conversion

TRL 2
Now
TRL 3
6 Months
TRL 4
12 Months
Series A
Ready

Request Investor Materials

Access the full data room including financial model, technical deep-dive, and Sawyer EDA demo.

Request received

We’ll be in touch within 24 hours with your DocSend data room link.