Published inHCVCBlack magic — Things that workMost friends know that my first career was semiconductor. Few were familiar enough with the industry to know that specifically I was in…Apr 21, 2022Apr 21, 2022
Published inHCVCVC and Hedge Fund as fraternal twinsNew just came out that Sequoia and Paradigm bought $1.15B worth of stakes from Citadel Securities, founded by hedge fund giant Ken Griffin.Jan 11, 2022Jan 11, 2022
Published inHCVCWhat does labor shortage in semiconductor means to the world?In my blogpost back in June 2021 « Capital is not the problem in building semiconductor fabs », I pointed out that access to highly…Jan 5, 20221Jan 5, 20221
Published inHCVCHow TSMC is able to spend $28B in capex while making only $18B?Another point in the fantastic podcast about Morris & TSMC by Ben Gilbert and David Rosenthal at Acquired that could be a bit better…Sep 28, 2021Sep 28, 2021
Published inHCVCTSMC at $0 Pre-Money?[Edit 2021/9/22: I have left Taiwan for too long that I forgot that there’s another weird thing called “stock dividends” as opposed to…Sep 21, 20211Sep 21, 20211
Published inHCVCTOAST’s S-1It’s been a while since I wrote about the S-1 forms of any startups. Not that I didn’t continue to read them during my breakfasts. It ‘s…Sep 17, 2021Sep 17, 2021
Published inHCVCBiased or skin in the game?In financial journalism, there’s this tradition for the journalists to disclose whether he/she is personally long or short the stocks…Sep 14, 2021Sep 14, 2021
Published inHCVCCapital is not the problem in building semiconductor fabsMany governments today talk about semiconductor as a national security matter and are hoping to provide financial incentives in hope of…Jun 18, 2021Jun 18, 2021
Published inHCVCGideon Brothers’ $31M Series A — Looking back on our journey against the whole worldToday our portfolio company Gideon Brothers announced their $31M Series A, led by Koch Disruptive Technologies (KDT) and joined by DB…Jun 8, 2021Jun 8, 2021
