Christophe Duverne’s Post

PRESS RELEASE | Ardian today announces it has completed the first investment through its dedicated Ardian Semiconductor platform with the acquisition of Ion Beam Services (IBS).   IBS is a semiconductor equipment and services company specialized in ion implantation, a fundamental step in the semiconductor front-end manufacturing process. Its technology and products address high growth specialty applications in power, connectivity, imaging and sensing. The acquisition of IBS will provide new growth financing to support an ambitious value creation plan and enable a management transition with the retirement of the company’s founder, laurent ROUX.   #ArdianSemiconductor was launched last year as a pioneering private equity investment platform through an exclusive strategic partnership with Silian Partners. The semiconductor industry, forecasted to double in size over this decade, is a critical enabler of digital transformation and the green transition of the global economy. Ardian Semiconductors is uniquely positioned to seize opportunities in Europe, where the semiconductor sector is a global leader in mobility and industrial applications.   Read the press release here → https://bit.ly/3Yw6ie7   #Semiconductor #Europe #PrivateEquity #ValueCreation #Investment Lise Fauconnier Bernard ASPAR Thibault Basquin Alexis Fallait Corentin Lacourte Paul Boudre Christophe Duverne Helmut Gassel @Thomas Pebay-Peyroula

KLA has seen significant investment growth, with Scientech increasing its holdings by 188.6%. Major investors like Swedbank and Wellington Management have also raised their stakes, indicating strong market confidence. KLA’s solid financial performance, strategic acquisitions, and recent analysts’ mixed outlook affirm its position as a semiconductor industry leader.

🚀 Launching the AMC Jakota Semicon Investment Certificate: A Landmark Partnership for Accessing Asia’s Semiconductor Industry 🚀 We're excited to introduce the AMC Jakota Semicon Investment Certificate https://lnkd.in/d_sG7GVK, a result of our strategic partnership with Jakota Index Portfolios Inc. This certificate is designed to tap into the booming semiconductor markets of Japan, South Korea, and Taiwan. 🌏 Strategic Collaboration with Jakota Index Portfolios Inc.: This partnership is key to our initiative, leveraging Jakota's deep market insights and rigorous analysis to provide investors access to this crucial sector driving global technology. 💡 Outstanding Performance: With an annualized return of 42.29% and a Sharpe Ratio of 3.19, the AMC Jakota Semicon certificate outperforms broader market indices, focusing on established companies with strong financials and market positions. 🔒 Innovative and Secure Investing: Our collaboration with Jakota enhances our offerings, combining advanced data science with market insights to create superior, secure investment opportunities. Investors looking to engage with Asia’s semiconductor leaders through a trusted, Swiss-managed framework will find this certificate a compelling option. Learn more about this unique investment opportunity at our website or contact our support team. 🔗 Explore More: https://lnkd.in/d_sG7GVK 📧 Contact Us: [email protected] Investing involves risks. Detailed risk information is available through Smartprofit Finder AG and the Swiss Bankers Association. #Investment #Semiconductor #Innovation #Finance #SmartprofitFinderAG #JakotaSemiconIndex

Taiwan Visit & Semiconductor Insights The Sifter Fund Investment Team visited Taiwan in early September to deepen our understanding of the semiconductor value chain, its companies, and future outlooks. Arvopaperi published a detailed six-page report on semiconductors, which includes our insights. The English version of our key learnings is available in the Q3 video. Link in the comments. #semiconductors #qualitybusinesses #Sifterfund

The CHIPS and Science Act of 2022 shifted semiconductor manufacturing and packaging capacity from Asia to the U.S. Latin America is now seen as an appealing investment destination, with its strong track record in high-end supply chain manufacturing and skilled workforces. In this article, “Beyond the CHIPS Act: Nearshoring Semiconductor Packaging and Testing as an Emerging Investment Opportunity,” authors Scott Jones, Irene S. and John Zuk make the case for PE firms and investors to explore opportunities in Latin America, especially in semiconductor packaging and testing facilities. Read the full article here: https://okt.to/H2ZyRu #AMon #Semiconductor

How can governments make their countries more attractive to the surging semiconductor industry? These companies want governments that offer long-term stability and support, systemic policies and approaches, and a blend of resilience and openness. In “Attracting Chips Investment: Industry Recommendations for Policymakers” BCG’s Ramiro Palma, Christopher Richard, Joseph Fitzgerald, Iacob Koch-Weser, and the Semiconductor Industry Association make recommendations for creating that environment. Read it here https://on.bcg.com/4fDhe19 #semiconductors #investment #globaltrade

How can governments make their countries more attractive to the surging semiconductor industry? These companies want governments that offer long-term stability and support, systemic policies and approaches, and a blend of resilience and openness. In “Attracting Chips Investment: Industry Recommendations for Policymakers” BCG’s Ramiro Palma, Christopher Richard, Joseph Fitzgerald, Iacob Koch-Weser, and the Semiconductor Industry Association make recommendations for creating that environment. Read it here https://on.bcg.com/3SGiGWB #semiconductors #investment #globaltrade

🌟 Fund Investment! 🌟 We are proud to share Cade’s second investment out of the fund into Akash Systems, a company pioneering the next generation of semiconductors with GaN-on-Diamond technology. Born from the PhD research of co-founder and CEO Felix Ejeckam, Akash Systems' groundbreaking technology is rooted in a simple yet revolutionary idea: using diamond as a thermal conductor in semiconductors. By bringing the hottest part of a transistor within nanometers of synthetic diamond – the most thermally conductive material known to man - Akash has achieved a dramatic reduction in waste heat (a 10x performance improvement for only twice the cost). Akash’s ability to enable more efficient, more powerful cooling is already beginning to impact industries including AI / Deep Tech, Space, EVs, Communications and Clean Energy. Akash Systems is unlocking the next generation of tech innovation, transforming all sectors that Cade Ventures invests in, and we're proud to be a part of their story. See our full blog post here: https://lnkd.in/ewEh3tT5 Learn more about Akash Systems here: www.akashsystems.com -- #VentureCapital #Tech #SemiConductor #Computing #CHIPS #GPUs #GPUCooling #Inventors #Innovation #Investment #Hardware #AI

Our Alvarez & Marsal Software Tech & Services team has a clear point of view on the clear potential for investment in Latin America in the semiconductor sector. Read this article to get the details. #semiconductorindustry #privateequity

💰 Details of South Korea’s 26 trillion won funding program for semiconductor revealed! Starting from July, the plan will include preferential loans and investment funds! 🚀 Additionally, the government aims to raise up to 800 billion won for a new semiconductor ecosystem fund by 2027. The fund will also begin making investments in materials, components, equipment, and fabless companies. 💡More details about South Korea’s comprehensive support package on semiconductor : https://buff.ly/3RNDHhJ 🔗