F4 FundFund
TeamPortfolioRaiseChampionsEssays
Sign in

Data from F4 Fund's VC research database. Updated continuously.

All FirmsGet MatchedChampionsContactTermsPrivacy
  1. Find Investors
  2. /Semiconductors & Hardware

Top Semiconductors & Hardware Investors 2026

48 VC firms investing in semiconductors & hardware, ranked by portfolio depth and activity.

Updated October 5, 2026|Research by F4 Fund|Based on 2,227+ researched VC firms

Ranked by sector depth: the share of each firm's classified portfolio in this sector, its absolute count of investments here, and how recently it last invested. Firms need at least three portfolio companies in the sector to appear.

F4 Intelligence Brief
October 2026

F4 Fund tracks 48 VC firms that actively invest in semiconductors & hardware, with check sizes ranging from $54K – $150M (median: $5.5M). As of October 2026, 92% of these firms lead or co-lead rounds. Rankings are based on F4's proprietary analysis of 2,227+ researched VC firms. Ranked by how much of each firm's portfolio is actually in this sector, and how recently it invested.

48
Active Firms
Meet quality criteria
$5.5M
Median Check
92%
Lead Rounds
Lead or co-lead
60
Avg Portfolio
Companies per firm
9.2
Avg Team
Investment professionals
27%
Warm Intro
Prefer warm intros
All StagesPre-Seed(31)

Semiconductors & Hardware Investor Rankings

#FirmCheck SizePortfolioLeads?Last investedDecisionIntro
1
▶
Maverick Silicon

Maverick Silicon backs private companies designing or producing chips, hardware, software, or processes that address the structural, seemingly insatiable demand for compute fueled by the AI era. As a division of $10B Maverick Capital, the fund applies institutional analytical rigor to late-stage semiconductor growth investing, targeting companies with validated technology and near-term commercial deployment.

San Francisco
$20M – $150M15Leads
~Jul 2026 · Active
N/AN/A
2
▶
Cambium Capital

Investing in unproven technologies to drive disruptive innovation and redefine the future of AI, computing, and global commerce. Focus on the full compute stack: advanced compute silicon, memory storage, data movement, chip packaging, software toolchains, and compute silicon. The agentic AI era will require fundamentally new hardware architectures.

San Francisco
$1M – $5M20Leads
Apr 2026 · Active
N/AN/A
3
▶
CAS Star

Originator of China's "hard tech" (硬科技) investment category: back deep, long-R&D-cycle science and engineering breakthroughs out of the Chinese Academy of Sciences network and top universities, from lab/PI stage through IPO, combining capital with an incubation platform and post-investment services.

Xi'an
$300K – $20M78Both
Aug 2026 · Active
N/AOpen
4
▶
AMD Ventures

AMD Ventures invests across the entire AI ecosystem — from foundational models to semiconductor hardware — advancing high-performance computing and enabling pervasive AI. Portfolio companies gain access to AMD Instinct GPU infrastructure, AMD engineering expertise (ROCm ecosystem), and AMD's enterprise go-to-market network.

Santa Clara, CA
$2M – $15M40Both
~Jul 2026 · Active
~2 moOpen
5
▶
Samsung Catalyst Fund

Samsung Catalyst Fund invests in deep tech AI infrastructure — semiconductor hardware, AI compute, interconnects, networking, autonomous systems, quantum computing, and digital health — that can scale globally through Samsung's manufacturing, supply chain, and distribution platform. The fund seeks co-prosperity: wins for founders, partner investors, and the communities where they operate.

San Jose
$3M – $50M21Both
Jun 2026 · Active
~1 moOpen
6
▶
Koch Disruptive Technologies

KDT backs principled entrepreneurs building disruptive technologies across connectivity, cybersecurity, healthcare, enterprise software, semiconductors, supply chain/manufacturing, energy, and fintech. KDT differentiates through Koch Labs® — connecting portfolio companies to Koch Industries' global commercial ecosystem and subject matter experts — enabling faster commercial deployment and scaling than traditional VC.

Wichita, KS
$5M – $150M67Leads
~Jul 2026 · Active
~2 moOpen
7
▶
iGlobe Partners

Unearth, invest and grow startups into global leaders. iGlobe targets game-changing innovations at the frontier of deep tech — semiconductors, AI, quantum computing, and biotech — with a global orientation and a Singapore hub. Founded by Soo Boon Koh, Singapore's first female VC, the firm brings 25+ years of cross-border investing expertise and a top-quartile performance record.

Singapore
$1M – $15M51Both
May 2026 · Active
~2 moOpen
8
▶
CDH Investments

Investing in technological innovation to drive value creation with social impact, combining a VC lens on growth potential and industry trends with a growth investor's risk discipline. Sources opportunities in healthcare, AI & technology, consumer, and enterprise solutions, with a strong bias toward scientist-entrepreneur-led hard tech.

Beijing
$5M – $50M50Both
~Sep 2026 · Active
N/AReq'd
9
▶
Celesta (fka WRVI)

Celesta invests in brilliance at the forefront of science and engineering, targeting companies that enable mass adoption of emerging tech, radically improve health outcomes, and transform large industries. Focus on platforms enabling emerging tech adoption, bioconvergence innovations (high-tech + biotech), and technologies disrupting legacy industries with deep tech.

San Francisco
$250K – $20M20Leads
~Aug 2026 · Active
~2 moOpen
10
▶
Onsight Ventures

Onsight Ventures backs early-stage, technology-driven European deep tech companies across New Compute, Quantum Technology, Physical AI & Cybersecurity, and TechBio & Synthetic Biology, aiming to contribute to European technological sovereignty by scaling breakthrough science into market-leading companies with global reach.

Innsbruck, Austria
$1.5M – $3M19N/A
Jul 2026 · Active
N/AOpen
11
▶
Quantonation

Physics is the basis for industry transformations in energy, transportation, finance, healthcare, and aerospace. Quantonation invests in breakthrough technologies emerging from advances in physics and computing -- quantum computing, quantum sensing, quantum networks, deep physics, and advanced materials -- from pre-seed through Series A, with selective Series B follow-on.

Paris
$500K – $10M41Leads
Jul 2026 · Active
N/AOpen
12
▶
Bluehill Capital Trust

Frontier-tech venture capital backing technical founders building hard-to-replicate engineering and science breakthroughs across defense & aerospace, space, energy, semiconductors, manufacturing/IoT/robotics, advanced materials, water & agriculture, and biotech. Conviction over consensus, substance over story.

Bengaluru, India
$1M – $2M12Leads
Sep 2026 · Active
N/AOpen
13
▶
Foothill Ventures

Back technical teams working on breakthrough products. We invest in seed stage companies that demonstrate technical differentiation - meaning technical or product-level superiority is a major reason for future success. We pursue investments from application layer (AI/ML) through software infrastructure to hardware layers (semiconductors, photonics).

Los Altos, California
$250K – $10M27Leads
Jul 2026 · Active
~1 wkOpen
14
▶
M Ventures

M Ventures backs transformational, technical founders across biotech and deep tech whose innovations can generate strong financial returns while plausibly intersecting with Merck's mid-to-long-term business interests. It takes an active, hands-on role, frequently co-leading rounds and brokering partnerships between portfolio companies and Merck or other industry players.

Amsterdam
$1M – $11M35Both
Aug 2026 · Active
N/AReq'd
15
▶
Rhapsody Venture Partners

Software is eating the world, but we're eating hard tech. We are the scientific founder's partner, providing capital and co-creation to help academic researchers translate deep science into commercial hard-tech companies.

Cambridge
$500K – $2M35Leads
Jul 2026 · Active
N/AN/A
16
▶
Intel Capital

Scalable, defensible innovation at the intersection of software, hardware, and intelligence. Champion founders driving the next wave of technological innovation across Cloud, Devices, Frontier, and Silicon domains. Breakthrough technologies emerge from convergence of multiple domains.

Santa Clara, California
$1M – $50M37Leads
Sep 2026 · Active
~2 wksOpen
17
▶
Hongtai Fund (Aplus Capital)

Serve industry, contribute to society, repay the nation through professional capability. Act as an industry integrator and innovation driver across advanced manufacturing, IT, new materials/new energy, life sciences, and tech-driven consumption, pairing capital with operational and industrial-resource support.

Beijing
$1M – $30M40Both
~Sep 2026 · Active
N/AReq'd
18
▶
Innovation Industries

Deep tech unlocks new and ground-breaking pathways to solve fundamental societal challenges. We back technical founders with unique, defendable IP addressing large markets, providing hands-on, long-term capital across the full company lifecycle.

Amsterdam
$1.5M – $150M41Leads
Sep 2026 · Active
N/AN/A
19
▶
InterVest

Evaluate risk objectively, confront fear rather than avoid it, and prepare in advance for shifts in the capital markets; back technology-oriented startups with defensible barriers, global scalability, independence from conglomerate patronage, and exponential growth potential.

Seoul
$500K – $20M46Both
Jul 2026 · Active
N/AN/A
20
▶
Dolby Family Ventures

Fund visionary entrepreneurs solving humanity's most intractable, long-horizon science and engineering problems, taking a poly-solution approach that backs many independent bets on the same hard problem (especially Alzheimer's disease and depression) rather than a single best guess, judged on both societal and financial impact.

San Francisco
$2M – $7M97Both
Aug 2026 · Active
N/AN/A
21
▶
Sony

We invest in technology-driven transformational companies shaping the future of business, entertainment and society. We foster Sony's future businesses through strategic early-stage venture investments, seeking technologies with potential to transform industries while building synergies with Sony Group business units.

$2M – $20M203Both
Jul 2026 · Active
~2 wksOpen
22
▶
Butterfly Ventures

Disruptive ideas supercharged: back seed-stage deep tech and hardware (including hardware-interfacing software) companies in the Nordics and Baltics that deliver social or environmental impact, getting involved before revenue and pushing portfolio companies to revenue within six months.

Oulu, Finland
$54K – $432K54Both
Aug 2026 · Active
N/AN/A
23
▶
NATO Innovation Fund

NIF invests in cutting-edge science and engineering startups that strengthen the defence, security, and resilience of NATO Allied nations. Backed by 24 sovereign governments, NIF provides deep tech founders with unprecedented access to government procurement markets across 24 countries, connectivity to ~90 NATO-affiliated test centres, and 6,000+ Allied scientists. NIF leads initial investments with up to €15M and maintains substantial follow-on reserves.

Amsterdam
$1M – $16.5M26Leads
Jul 2026 · Active
3+ moOpen
24
▶
Northern Gritstone

Seizing the North of England's innovation opportunity by investing in science and technology startups with strong intellectual property solving global problems. Partners with the four Northern Arc universities (Leeds, Manchester, Sheffield, Liverpool) and the broader North of England ecosystem. Philosophy: profit with purpose — backing visionary founders with exceptional teams, breakthrough technology, and business models that deliver both financial returns and societal impact.

Manchester, UK
$850K – $25M31Leads
Jul 2026 · Active
3+ moN/A
25
▶
IQ Capital

Frontier technology will underpin the next generation of globally significant companies. We back IP-rich, deep tech founders advancing intelligence, reinventing energy, accelerating computation, decoding biology, and building resilience — categories where traditional venture playbooks don't apply.

Cambridge
$500K – $40M75Both
Jul 2026 · Active
N/AN/A
26
▶
DCVC
#67 · Top 100 · 2026

We back entrepreneurs using computational approaches (AI, simulation) to solve trillion-dollar problems in climate, health, industrial transformation, and national security. Deep tech requires patient capital and scientific rigor.

San Francisco
$5M – $25M33Leads
Aug 2026 · Active
~2 moReq'd
27
▶
Kakao Ventures

Kakao Ventures finds the 'one reason' a startup will succeed — the single differentiating capability that makes a mission inevitable — and provides capital and co-pilot support to help that potential bloom. They focus on mission-driven founders in deep tech, ICT services, digital healthcare, and gaming at seed and pre-Series A stages.

Seongnam (Pangyo), South Korea
$150K – $1.5M32Leads
Jul 2026 · Active
~2 moOpen
28
▶
NewBuild Venture Capital

Back early-stage founders transforming the physical enterprise: supply chain software, physical AI infrastructure and AI datacenter supply chain, where the partners have industry and technology depth.

Menlo Park
$500K – $2M33Leads
~Oct 2026 · Active
N/AN/A
29
▶
Clear Ventures

Clear invests in first-wave innovators in frontier technology — especially AI/ML, semiconductors, enterprise software, IT infrastructure, and security. We partner with magnetic founders tackling spectacular markets, providing seed capital, key connections, and company-building insights from operators who have built and scaled companies through IPOs.

Palo Alto
$100K – $5M34Leads
May 2026 · Active
~1 moOpen
30
▶
In-Q-Tel (IQT)

Transformative national security solutions emerge from early-stage private-sector startups developing frontier technologies. IQT identifies, evaluates, and leverages innovations to accelerate government adoption while enhancing commercial success. As of May 2026, IQT is emphasizing mission investing through fewer larger bets in autonomy, contested logistics, critical infrastructure, and technologies that can move to mission use quickly.

Washington
$250K – $3M43Leads
Jul 2026 · Active
~1 moOpen
31
▶
Matterwave Ventures

We find, fund, and empower entrepreneurs who turn technological advancements into hardware and software products that fundamentally improve industrial value chains, aiming to build category winners that form the backbone of a thriving, sovereign European industrial ecosystem.

Munich
$1M – $4M46Both
Sep 2026 · Active
N/AN/A
32
▶
10D

We partner with entrepreneurs who transcend the constraints of space and time, seeing beyond the obvious to chart new frontiers, enable new capabilities, and create new markets.

Tel Aviv
$500K – $5M49N/A
Sep 2026 · Active
N/AN/A
33
▶
Sony Innovation Fund

Actively champion founders and entrepreneurs, fostering a culture where startups thrive, while serving as the bridge to Sony that drives deeper engagements through technical expertise and network access. Focused on DeepTech, Entertainment, EnterpriseTech, Fintech/DLT, ClimateTech, and Location-Based Entertainment.

Tokyo
$500K – $20M147Follows
Aug 2026 · Active
N/AOpen
34
▶
Kindred Ventures

Kindred backs visionary and relentless founders building the future using technology and science at the earliest stages, often helping form companies before they exist. With Kindred Ventures IV and Kindred Selector II, the firm is emphasizing the novel intelligence frontier: AGI-capable models and harnesses that extend human capabilities, new AI-native consumer and enterprise experiences, physical AI, compute, infrastructure, energy, science, outer space, and inner space.

San Francisco
$500K – $5M61Leads
Sep 2026 · Active
~2 wksReq'd
35
▶
Hitachi Ventures

Partnering with founders building world-changing innovation by blending the global power of Hitachi with the speed of independent venture investing, across Digital, Industrial, Environment, and Healthcare themes.

Munich
$2M – $10M56Both
Aug 2026 · Active
N/AN/A
36
▶
Linear Capital

Frontier Tech fund focusing on startups that apply advanced technologies to solve Real Problems. Three core verticals: AI Software & Applications, AI Hardware & Embodied Intelligence, and AI for Science & Manufacturing. 'See them as ourselves' — we succeed when our founders succeed.

Shanghai
$1M – $10M71Leads
~Jul 2026 · Active
N/AN/A
37
▶
Gobi Partners

Bespoke Capital for Enduring Impact. Gobi invests where capital alone is insufficient — requiring deep local relationships, sustained engagement, and informed judgment across Asia's diverse and complex markets. They focus on technology companies solving structural inefficiencies across underserved Asian markets, from fintech to deep tech to sustainable infrastructure.

Kuala Lumpur
$1M – $50M38Leads
Jun 2026 · Active
N/AN/A
38
▶
Toyota Ventures

Toyota's early-stage venture arm backing deep tech and climate tech founders in AI, robotics, computing, aerospace, mobility, energy and carbon capture.

San Francisco
$1M – $10M96Both
Aug 2026 · Active
N/AOpen
39
▶
Investible

Investible backs the visionaries advancing humanity through technology, investing at Pre-Seed through Series A alongside Club Investible, its global syndicate of 250+ investors, and activating its network to help founders scale.

Sydney
$250K – $3M100Both
~Aug 2026 · Active
N/AOpen
40
▶
Playground Global
#71 · Top 100 · 2026

Where breakthrough science turns into world-changing companies. We back scientists and engineers at the earliest stages—pre-formation and pre-product—at the intersection of AI, engineered biology, next-gen compute, and hard science. If it's too early for everyone else, it's probably right for us.

Palo Alto
$1M – $20M46Both
Apr 2026 · Active
3+ moReq'd
41
▶
Abstract Ventures
#28 · Emerging 100 · 2026

Backing transformative founders building exceptional companies across all sectors

San Francisco
$100K – $1M276Both
Jun 2026 · Active
N/AN/A
42
▶
Vsquared Ventures

Backs transformative deep-tech entrepreneurs pursuing technically ambitious, capital-intensive breakthroughs years before markets validate them, providing capital plus hands-on partnership to help scale.

Munich
$540K – $5.4M35Both
Feb 2026 · Active
~2 moReq'd
43
▶
The E14 Fund

We back MIT founders building deep-tech companies with defensible science or engineering advantages. We support the transition from researcher to founder, providing both capital ($500K-$5M) and operational support through the MIT ecosystem.

Cambridge
$500K – $5M53Leads
Mar 2026 · Active
~1 moOpen
44
▶
BlueYard Capital

Invest in only two kinds of technologies: those that move humanity toward utopia, and those that hold the line against oblivion. Back n-of-1 visions for an era of Black Swans—unconventional companies solving civilization-scale problems that others dismiss as too early, too risky, or too misunderstood.

Berlin
$500K – $5M59Leads
Mar 2026 · Active
~2 moOpen
45
▶
Uncork Capital

We back bold founders at the earliest stages with capital and deep operational support. High-conviction, long-term partnerships with founders solving real problems. Founder-market fit above all else. Speed, transparency, and staying committed through difficult times.

$1.5M – $3M200Leads
Apr 2026 · Active
~2 wksReq'd
46
▶
Deeptech Labs

Deeptech Labs is the catalyst for deep tech success: it backs seed-stage startups where a novel underlying technology is fundamental to the business, and embeds each cohort in a network of entrepreneurs, researchers, and corporate partners to prepare them for a strong Series A.

Cambridge
$125K – $440K63N/A
Feb 2026 · Active
~2 moOpen
47
▶
Shunwei Capital

With the aid of capital and experience, partner with entrepreneurs building deep-tech, smart-manufacturing, and internet-driven consumption businesses to transform their ideas into world-leading enterprises.

Beijing
$11M – $29M30Both
Dec 2025 · Active
N/AN/A
48
▶
TransLink Capital

Bridge US and global technology startups with more than 40 leading Asian multinational corporations, validating strategic partner intent pre-investment to accelerate go-to-market and drive follow-on co-investment.

Palo Alto
$500K – $7M95Both
May 2025 · Active
N/AN/A

Investment Patterns

Check Size Distribution

<$500K
2 (4%)
$500K-$1M
2 (4%)
$1M-$2M
5 (10%)
$2M-$5M
12 (25%)
$5M-$10M
9 (19%)
$10M+
18 (38%)

Stage Coverage

What other stages do these firms also invest in?

Pre-Seed
65%
Seed
94%
Series A
88%
Series B
46%
Growth
25%
series_c
10%

Sector Overlap

What other sectors do these firms also invest in?

Semiconductors Hardware
98%
Robotics Automation
79%
Developer Tools Infra
65%
Healthcare Digital
63%
Climate Clean Energy
60%
Biotech Life Sciences
58%
Enterprise Software
54%
Security Cyber
44%

Frequently Asked Questions

Q

How many Semiconductors & Hardware investors does F4 track in 2026?

F4 Fund tracks 48 VC firms that actively invest in semiconductors & hardware. Ranked by sector depth: the share of each firm's classified portfolio in this sector, its absolute count of investments here, and how recently it last invested. Firms need at least three portfolio companies in the sector to appear.

Q

What is the typical check size for semiconductors & hardware investors?

Based on F4's analysis, the median check size for semiconductors & hardware investors is $5.5M, with a full range from $54K – $150M. The distribution breaks down as: 2 firms in the <$500K range, 2 firms in the $500K-$1M range, 5 firms in the $1M-$2M range, 12 firms in the $2M-$5M range, 9 firms in the $5M-$10M range, 18 firms in the $10M+ range.

Q

Do semiconductors & hardware investors lead rounds?

Among the 48 firms tracked, 92% lead or co-lead rounds, and 2% typically follow. Founders seeking a lead investor should filter for firms marked "Leads" or "Both" in the rankings table above. Lead investors typically set deal terms and anchor the round.

Q

What should I look for in a semiconductors & hardware investor?

The best semiconductors & hardware investors combine domain expertise with an active portfolio in the space. Among these firms, 27% prefer warm introductions, and the average firm has 60 portfolio companies. Look for firms whose check size matches your raise, whose stage preference aligns with yours, and who have a track record of supporting companies in your sector through multiple growth phases.

Q

How often is this semiconductors & hardware investor data updated?

Firm profiles are continuously updated through F4's research pipeline, which combines LLM-powered web research, portfolio analysis, and transcript extraction. The ranking data refreshes every 12 hours. Editorial analysis is reviewed weekly. Individual firm profiles are re-researched on a 30-day cycle or when new information surfaces.

Related Investor Categories

Investors on this page also frequently invest in these sectors

Robotics & Automation79%›
Developer Tools & Infrastructure65%›
Healthcare & Digital Health63%›
Climate & Sustainability60%›
Biotech & Life Sciences58%›
Enterprise Software54%›