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FuriosaAI is advancing its production of second-generation RNGD chips, targeting mass production of the 'Renegade+ Max' model in the second half of 2026. This model will feature dual Renegade+ chips and four HBM3E memory units, increasing capacity to 144GB.

Monthly production is set to rise from 1,000 to 2,000-3,000 units by year-end, with an annual goal of 20,000 units. The company is pursuing a Series D funding round for up to KRW 700 billion to finance mass production and R&D.

Additionally, SysOne has signed a distribution agreement with the Korean government for AI deployment. The competitive landscape remains challenging, particularly against established GPU systems, raising questions about margin sustainability and customer retention.