Jerry YanginHCVCBlack 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…6 min read·Apr 21, 2022----
Jerry YanginHCVCVC 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.2 min read·Jan 11, 2022----
Jerry YanginHCVCWhat 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…6 min read·Jan 5, 2022--1--1
Jerry YanginHCVCHow 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…12 min read·Sep 28, 2021----
Jerry YanginHCVCTSMC 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…14 min read·Sep 21, 2021----
Jerry YanginHCVCTOAST’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…4 min read·Sep 17, 2021----
Jerry YanginHCVCBiased 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…3 min read·Sep 14, 2021----
Jerry YanginHCVCCapital 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…6 min read·Jun 18, 2021----
Jerry YanginHCVCGideon 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…9 min read·Jun 8, 2021----