Breaking News
News & Analysis

Upbeat VCs have cash for a few good chips

11/29/2012 07:15 PM EST
7 comments
NO RATINGS
Page 1 / 2 Next >
More Related Links
View Comments: Newest First | Oldest First | Threaded View
resistion
User Rank
CEO
re: Upbeat VCs have cash for a few good chips
resistion   12/3/2012 4:46:09 AM
NO RATINGS
Rick, the problem is exactly the idea that consolidation is a must. Consolidation goes the opposite direction of innovation and funding startups. The infrastructure is choking innovation.

ajwdct
User Rank
Rookie
re: Upbeat VCs have cash for a few good chips
ajwdct   12/1/2012 5:39:16 PM
NO RATINGS
I was sitting next to Rick when he asked the panelists if any of them were investing in semiconductor companies. Only 2 of them said yes, with only 1 start-up named. That was hardly a great endorsement for IC start-ups, IMHO. At other VC panels I've attended, there was a great reluctance to invest in IC start-ups due to high capital expenditures required and a relatively long time to gain ROI via exit.

rick merritt
User Rank
Author
re: Upbeat VCs have cash for a few good chips
rick merritt   11/30/2012 4:54:51 PM
NO RATINGS
I love the image!

rick merritt
User Rank
Author
re: Upbeat VCs have cash for a few good chips
rick merritt   11/30/2012 4:54:42 PM
NO RATINGS
Great point, but with fabs consolidating into fewer hands and critical items like EUV becoming big industry pushes, is there a market for a startup there? I recall sometime ago Sun co-founder turned investor Bill Joy told me there are opportunities for startups leveraging the infrastructure of what you can do with all that wonderful installed high tech gear.

me3
User Rank
Rookie
re: Upbeat VCs have cash for a few good chips
me3   11/30/2012 2:31:53 AM
NO RATINGS
What these zebras are telling you, is that if the grass is green, they will eat it. Well, that is all zebras do. Thank God one of them did not become the president.

Dave Ferran
User Rank
Rookie
re: Upbeat VCs have cash for a few good chips
Dave Ferran   11/29/2012 11:29:34 PM
NO RATINGS
It's nice that the VCs are willing to look at chip technology but what about chipmaking equipment technology? The Bay Area VC community fueled much of the system, sub-system and critical component technology developments in the 70's,80's and into the 90's but then they turned tail and ran. As a result equipment technology is stagnating and innovative products are left stranded after entrepreneurial resources are depleted. This does not bode well for the future.

mcgrathdylan
User Rank
Blogger
re: Upbeat VCs have cash for a few good chips
mcgrathdylan   11/29/2012 9:03:35 PM
NO RATINGS
On the surface, this is good news for the chip industry. But I hope the VCs who pledged their interest in backing semiconductor firms aren't just playing lip service to the industry. They've been telling us over and over it's just not worth their bet.

Flash Poll
Radio
LATEST ARCHIVED BROADCAST
EE Times editor Junko Yoshida grills two executives --Rick Walker, senior product marketing manager for IoT and home automation for CSR, and Jim Reich, CTO and co-founder at Palatehome.
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Top Comments of the Week