Semiconductor Enablements
Techno-nationalism and geopolitical conflicts create significant opportunities for spin-off and carve-outs of multinational semiconductor conglomerates, and we are partners with some of these magnets to create the new semi companies fitting for this current world
$620B
Market size in key semi-empowered growth applications
$180B
Capex spending in semi-empowered devices in 2022
70%
Industrial businesses that can be automated by semiconductors
Investment Themes
Fundamental Evolution
of Semiconductor Technology Design and Manufacturing
Application of
Metaverse, AI in Transportation, Healthcare and Energy, Computin Power Growth
Future-Forward Products
and Services enabled by Semiconductors
Tech Developments
in Emerging Markets propelled by Semiconductors
Businesses in our portfolio
Insights
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