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Upbeat VCs have cash for a few good chips

'Selectively' investing in chips
11/29/2012 07:15 PM EST
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resistion
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re: Upbeat VCs have cash for a few good chips
resistion   12/3/2012 4:46:09 AM
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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
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re: Upbeat VCs have cash for a few good chips
ajwdct   12/1/2012 5:39:16 PM
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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
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re: Upbeat VCs have cash for a few good chips
rick merritt   11/30/2012 4:54:51 PM
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I love the image!

rick merritt
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re: Upbeat VCs have cash for a few good chips
rick merritt   11/30/2012 4:54:42 PM
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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
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re: Upbeat VCs have cash for a few good chips
me3   11/30/2012 2:31:53 AM
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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
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re: Upbeat VCs have cash for a few good chips
Dave Ferran   11/29/2012 11:29:34 PM
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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
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re: Upbeat VCs have cash for a few good chips
mcgrathdylan   11/29/2012 9:03:35 PM
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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.

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