semiconductors

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Apr 12, 2017 by Nagraj Kashyap · across every show →

Everything said about semiconductors, oldest first

Apr 12, 2017 bearish

Assertion Supported

Kashyap: Venture capital funding for semiconductors has almost disappeared

“Very few VCs will touch semiconductors, and it's a core innovation. Hardware is a core innovation on which software resides. So we do need to see continued innovation at the bottom layers. But that has sort of almost gone away from the VC ecosystem.”

Nagraj Kashyap Apr 12, 2017 ▶ 21:12 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures

Nov 8, 2021 neutral

Insight

Patterson: Tech cycles no longer rely solely on semiconductor cost declines

“This time, we have, you know, at least a half dozen separate technologies and changes driving all these opportunities, so the dependence on the semiconductors in the cycle is Going away.”

Arthur Patterson Nov 8, 2021 ▶ 15:05 20VC Special: Accel Founders Arthur Patterson and Jim Swartz on Building Accel Into One of the Most Prominent Venture Firms Over Four Decades, How Today's Market Compares To The Dot Com Bubble, How To Do Generational Transition Well and Why Accel Will Nev

Dec 11, 2024 positive

Prediction Not checkable as stated

Torsten Reil: Europe can establish tech sovereignty within five to ten years

“I'm not sure whether we'll be able to create those companies kind of in the next two or three years to a point where they provide sufficient sovereignty, but I'm very sure we can do it over the next five to 10 years.”

Torsten Reil Dec 11, 2024 ▶ 1:05:26 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings

Apr 10, 2025 bullish

Opinion

Stan Boland: Semiconductors are one of the most under-invested sectors

“I'd go the level below semis. I think semiconductors that, that fit into the hardware that Tom's talking about.”

Stan Boland Apr 10, 2025 ▶ 1:22:52 Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings

Nov 17, 2025

Assertion Supported

Andrew Ng: AI inference demand currently exceeds global hardware and power capacity

“I find that many companies have, really have excess demand, which is a very rare problem to have, but so many people want more OM inference, want more tokens generated, and we just don't have the semiconductors and data centers and electricity to meet the dema…”

Andrew Ng Nov 17, 2025 ▶ 3:02 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings

semiconductors

Everything said about semiconductors, oldest first

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