Valor Equity Partners's Semiconductor Portfolio

Cerebras Systems is an artificial intelligence and semiconductor company that develops large-scale AI computing hardware and infrastructure.

Substrate builds semiconductor foundry to revitalize semiconductor production capabilities.

Positron delivers purpose-built hardware for Transformer Model Inference, optimizing generative AI systems for performance and power.

Enfabrica is an AI networking chip startup that develops networking solutions for parallel and accelerated computing infrastructure.

Extropic AI is a hardware startup that is building a chip optimized to run large language models, or LLMs.

Mythic develops analog matrix processors and key cards based on analog compute-in-memory.

ProteanTecs provides deep data analytics on a cloud-based platform to monitor the health and performance of advanced electronics.