Vishal Katariya from our deep science investments team presented our thesis on the opportunities in the semiconductor market at the SemiX IIT Bombay Summit 2024.
I spent last week at IITB participating in the SemiX IIT Bombay Summit 2024. Along with Sunil & Arjun of Speciale Invest, I gave a short intro to the state of the semiconductor entrepreneurship ecosystem in India, and how progress has been over the last 12 months. I presented our view of the space at Ankur Capital and commonalities we see with other aspects of the country's deep science tech ecosystem. We also highlighted the key enablers pushing semiconductor entrepreneurship forward, the milestones that startups have achieved in terms of partnerships and tape-outs, and what we're looking forward to in the year to come. Glad to have been a part of the summit this year, and excited to be back at SemiX next year to take stock of progress again. Big thanks to Udayan Ganguly, Swaroop Ganguly, Vijay Parmar and Jayshree Nayak for putting the summit together - it's always great to be at an event where you're able to share insights but also walk away with a lot of learnings. If you're building in the semiconductor space, we'd love to hear from you.