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Santhosh Gandhi

Venture Capital Focu...ย โ€ขย 5m

According to Deloitteโ€™s 2025 Semiconductor Industry Outlook, GenAI chips could account for ~20% of total semiconductor revenue in 2024, yet represent less than 0.2% of total wafers (chips) shipped. Weโ€™re moving into a world where a small number of powerful chips drive most of the industryโ€™s value. This Outlook also points out that this industry is highly cyclicalโ€”it has switched between growth and decline nine times in the past 34 years. VCs investing in chips need to understand both the tech and the timing. #Semiconductors #VentureCapital

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