What does semis investing look like on the private side? I imagine it's pretty capital intensive so the traditionalVCmodel doesn't work too well, but also too much R&D for buyouts to work...
Anyone in this industry want to share?
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Comments (6)
Semiconductor industry really isn't great for investing. The industry is notoriously cyclical due to the short lifecycle of semiconductor-related products and the relatively frequent boom and bust cycles for the underlying demand for chip-based products. It's also extremely hard to time as different sectors peak and bottom out at different times, and the industry has a very long lead time.
Doesn't its "cyclicality" make it prime for swing trading?
Talking out of my ass here, but I imagine much like with fintechVC, if you are a true SME & know which niche tools could have room for growth or could potentially get bought out by NVIDIA, AMD,VCcould maybe work..
Could be totally wrong but I feel like semi's are so complicated that if you find a startup that is doing one tiny product or part super well, you could turn it into a lucrative investment even if it will neverIPO.
Great parts in the chain if know where to look. Trive capital just sold nxedge for instance. On traditional semis like amd and Intel, it's not conducive to private investing
https://podcasts.apple.com/us/podcast/acquired/id1050462261?i=1000540571907
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