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Jerry Yang
Jerry Yang

940 Followers

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Published in HCVC

·Apr 21, 2022

Black magic — Things that work

Most friends know that my first career was semiconductor. Few were familiar enough with the industry to know that specifically I was in this very special domain called “analog IC design”. I started working on analog IC design back in my senior year in college (1997), when I signed up…

Semiconductors

6 min read

Black magic — Things that work
Black magic — Things that work
Semiconductors

6 min read


Published in HCVC

·Feb 15, 2022

Bitcoin, gold & public market

I’m a big Karl Popper fan. Coming from scientific & engineering training, going through entrepreneurship and then switching to the dark side that’s called venture capital investment, today I hold this quote of his dear to my heart: “Science may be described as the art of systematic oversimplification.” ― Karl Popper…

Bitcoin

4 min read

Bitcoin, gold & public market
Bitcoin, gold & public market
Bitcoin

4 min read


Published in HCVC

·Jan 11, 2022

VC and Hedge Fund as fraternal twins

New just came out that Sequoia and Paradigm bought $1.15B worth of stakes from Citadel Securities, founded by hedge fund giant Ken Griffin. In light of the recent move by Sequoia to a one-fund model, most journalists see this as a natural move for the now SEC-registered asset management company…

VC

2 min read

VC and Hedge Fund as fraternal twins
VC and Hedge Fund as fraternal twins
VC

2 min read


Published in HCVC

·Jan 5, 2022

What does labor shortage in semiconductor mean 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 skilled labors/slaves was a more critical issue than capital in the semiconductor industry today. Recently the Wall Street Journal finally ran a piece « Chip…

Semiconductors

6 min read

What does labor shortage in semiconductor means to the world?
What does labor shortage in semiconductor means to the world?
Semiconductors

6 min read


Published in HCVC

·Sep 28, 2021

How TSMC is able to spend $28B in capex while making only $18B? And how Amazon took it to a different level?

Another point in the fantastic podcast about Morris & TSMC by Ben Gilbert and David Rosenthal at Acquired that could be a bit better thought through was the question about how TSMC plans to finance its capex. Back in April, TSMC announced that it would spend at least $100B in…

Tsmc

12 min read

How TSMC is able to spend $28B in capex while making only $18B?
How TSMC is able to spend $28B in capex while making only $18B?
Tsmc

12 min read


Published in HCVC

·Sep 21, 2021

TSMC 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 “cash dividends”. This contributed to the growth of total outstanding shares similar to the US stock-splitting. I’ll update the paragraphs below to reflect this. …

Tsmc

14 min read

TSMC at $0 Pre-Money?
TSMC at $0 Pre-Money?
Tsmc

14 min read


Published in HCVC

·Sep 17, 2021

TOAST’s S-1

It’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 just that I haven’t seen anything to write home about. TOAST’s, however, is kind of interesting, as it brings up my age-old question…

IPO

4 min read

TOAST’s S-1
TOAST’s S-1
IPO

4 min read


Published in HCVC

·Sep 14, 2021

Biased 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 mentioned in the articles. The idea is to let the readers know whether his/her views on these stocks could be biased due to personal interest involved. It is also claimed…

Startup

3 min read

Startup

3 min read


Published in HCVC

·Jun 18, 2021

Capital is not the problem in building semiconductor fabs

Many governments today talk about semiconductor as a national security matter and are hoping to provide financial incentives in hope of TSMC building (and operating) fabs in their countries. So far TSMC only committed to Arizona and expressed interest in building fabs in Kumamoto, Japan — at least in public…

Tsmc

6 min read

Capital is not the problem in building semiconductor fabs
Capital is not the problem in building semiconductor fabs
Tsmc

6 min read


Published in HCVC

·Jun 8, 2021

Gideon Brothers’ $31M Series A — Looking back on our journey against the whole world

Today our portfolio company Gideon Brothers announced their $31M Series A, led by Koch Disruptive Technologies (KDT) and joined by DB Schenker, Prologis Ventures and Rite-Hite. Since our first investment in Gideon Brothers in 2018, I’ve worked very closely with co-founder/CEO Matija Kopić and the team to tackle their challenges…

VC

9 min read

Gideon Brothers’ $31M Series A — Looking back on our journey against the whole world
Gideon Brothers’ $31M Series A — Looking back on our journey against the whole world
VC

9 min read

Jerry Yang

Jerry Yang

940 Followers

General Partner of HCVC / did NOT co-found Yahoo! in 1994

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