It won’t be easy to bring hard tech investments back to the US and Europe
It won’t be easy to bring hard tech investments back to the US and Europe While politicians want to bring tech manufacturing back to western countries, the economics are stacked against it. With the Biden administration pushing for a decoupling between China and the US, there has been ripple effects across the rest of the […]
The only constant is change: CM Ventures @ Petronas Innovation Day
The only constant is change: CM Ventures @ Petronas Innovation Day Kuala Lumpur, September 2022 – Dr Patrick Berbon, Managing Partner at CM Venture, discussed ‘change’ at the annual Petronas Innovation Day conference. The conference was organized by the Petronas’ innovation team, also an investor in CM Venture fund 3. In his presentation titled ‘The […]
State-of-Industry of SiC Semi
State-of-Industry of SiC Semi Viewpoint: GPT: SiC adoption in EVs, progress in SiC MOSFET, costs, and vs. GaN / IGBT CM Venture Capital lead Series A investment and subsequently participated in multiple rounds of equity financing for Global Power Technologies (GPT) – a leading Chinese SiC devices IDM, with a 4” fab line in Beijing […]
China’s hardtech VC boom and Involution
China’s hardtech VC boom and Involution China is experiencing a hardtech VC boom due to a a congruence of factors. VC investing in “hard technology” has been elevated to be part of “national strategy”. Funding for what’s animatedly-termed “throat-strangling technologies (卡脖子技术)” has become a national priority and patriotic act. The fervor is a rational result […]
Decrypt the “secret” of GUOFUHEE’s leading market share
Decrypt the “secret” of GUOFUHEE’s leading market share The domestic hydrogen power industry has made great progress in recent years. In 2021, with the promotion of double carbon goal and fuel cell demonstration city, enterprises in all links of hydrogen power industry chain are accelerating their layout. Among these enterprises, the performance of Jiangsu GUOFU […]
Furuihp Is Identified As The “Little Giant” In Push For Technological Advancements
Furuihp Is Identified As The “Little Giant” In Push For Technological Advancements China unveiled a new batch of “Little Giants” companies－innovative small and medium-sized enterprises or SMEs－recently. Zhangjiagang Furui Hydrogen Power Equipment Co., Ltd. (Furuihp), invested by CM Venture Capital, has ascended to the “Little Giants” list this year. In February, the Ministry of Industry […]
How the Long Play Works in Venture Capital: The story of Enwise
How the Long Play Works in Venture Capital: The story of Enwise The venture capitalist’s eye is always on a distant and uncertain future. Many of the now-famous VC-backed companies, such as Google, Tesla, and Starbucks, might be described as “overnight successes ten years in the making.” To the outside observer, they came out of […]
Time for Investors to take a hard look at China hard tech
Time for Investors to take a hard look at China hard tech In recent weeks U.S. investors have probably seen the headlines: China is a huge magnet for foreign capital. In 2020, despite the COVID-19 pandemic, China passed the United States as the world’s largest recipient of direct foreign investment, while its exchanges hosted half […]
Moore Material Forum
Moore Material Forum On October 18th, the Second Annual Forum of Moore Material Institute was held in Beijing, and over 200 speakers and guests attended the close-door forum and had candid discussion about development on various material fields, especially materials used in electronics industry. Here are some of my thoughts from the event. – Traditionally, […]
What’s new in Deeptech venturing and investing in China Post COVID-19?
What’s new in Deeptech venturing and investing in China Post COVID-19? These days, the most frequently-asked question I get asked when a foreign friend calls is “Has China returned to normal post COVID-19? What’s different?”. On May 7th, two weeks ago, I had a conversation on that topic with Andrew Gaule, the CEO of Aimava, […]