Semiconductors are the strategic industry of the era — and among the easiest sectors in which to be confidently wrong. SOLOMON PARTNERS covers the value chain from design IP to advanced packaging, combining investment work with independent assessment of process, product, and roadmap credibility.
The AI cycle has redrawn the semiconductor map: high-bandwidth memory, advanced packaging, and power delivery now sit alongside leading-edge logic as chokepoints. Meanwhile compound semiconductors are electrifying power systems, and export-control regimes have made supply-chain geography a first-order investment variable.
Korea's position in memory, materials, and equipment gives us a privileged vantage point; our work, however, is global — spanning fabless design, equipment, materials, and the packaging and test ecosystem.
Product-market fit at the silicon level: architecture and PPA competitiveness, IP cleanliness, process-node strategy and foundry access, yield and reliability data, advanced packaging readiness (2.5D/3D, HBM integration), equipment and materials differentiation, and the credibility of tape-out, qualification, and design-win pipelines.
Through Principal Investments we take positions across the capital structure — venture and growth equity, special situations, and co-investment alongside institutional partners — always underwritten by our own technical work rather than borrowed conviction.
Through our Technology Advisory practice we deliver independent assessments, technical due diligence, and written expert opinions in this sector for investors, boards, lenders, corporates, and government programs. Through Capital Formation we prepare and run fundraising processes for companies whose technology withstands our own scrutiny.
We invest in it, raise capital for it, and evaluate it. Tell us where you sit, and we will bring the relevant practice to the table.