Doesn’t need hbm or lots of memory, because the hardware can just forward the data straight to the next layer and you don’t need to round trip through memory.
They claim to be working on an approach to make the underlying hardware a bit more reusable between models.
Most big model weights will not fit a single reticle sized chip - so you’d have prob 30 different chips to split the model .
And you’d need super fast chip to chip comms for the all-reduce and similar.
So scaling to 1T models is hard - and a long lead time - but can be very power efficient.
> “In the current generation, our density is 8 billion parameters on the hard wired part of the chip., plus the SRAM to allow us to do KV caches, adaptations like fine tuning, and etc. In our next generation, we would have the ability to go up to 20 billion parameters in a chip. Even with trillions of parameters, we’re talking about few tens of chips, which is a very, very small compared to anything else out there on the market today.”
https://www.nextplatform.com/compute/2026/02/19/taalas-etche...
Edit: i do not know how reliable this page is... it has a lot of typos.. for me it does not look like it was written by a LLM
1) the hardest, custom silicon + MCU to manage the USB interface
2) not as hard, shared memory, NPU + MCU to manage inference and USB interface
Theoretically you could do 2 with the right MCU, NPU, and memory combo. You'd stream/DMA the weights from memory into the NPU and then read the results with the MCU. From a user's perspective, it might take the form of an openAI API compatible endpoint that enumerates when they plug the USB device in. There would likely be some host-side software to ease the pain of trying to use a USB device as an HTTP API.