Lutsch: Lam Capital takes strategic minority stakes across materials, robotics, and AI
Dr. Yvonne Lutsch · Inside Semiconductor Investments: AI-Driven Innovation with Lam Research Capital · Aug 13, 2025 · at 1:57
Dr. Yvonne Lutsch, Investment Director at Lam Capital, outlines the corporate venture arm's investment thesis and target sectors.
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“We do investments in startups along the whole value chain from materials, material related technologies to products and systems. And of course, semi-equipment is in between there, but it's also about sensors. It's about robotics. Sustainability is a very important topic. Automation is an important topic. You cannot invest nowadays without saying AI. That touches almost every investment. And other than that, we are kind of typical minority startup investor with a strategic focus”
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