In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Dr. Yvonne Lutsch, Investment Director at Lam Research Capital, a leading player in the semiconductor equipment industry.

They explore Lam Research Capital’s strategic investment thesis, focusing on cutting-edge startups across the semiconductor value chain, including materials, sensors, robotics, automation, and sustainability.

Yvonne shares her unique journey from a corporate role in Germany to venture capital in Silicon Valley, highlighting the importance of human connections and the dense innovation ecosystem that drives deal flow.

The conversation delves into the macroeconomic trends shaping the semiconductor market, emphasizing AI’s pivotal role and the growing demand for smarter devices across industries like consumer electronics and electric vehicles. Yvonne candidly discusses risks such as valuation bubbles in AI data center startups and the critical factors behind LAM’s investment decisions, including strategic relevance, strong leadership teams, and market potential.

She also sheds light on LAM’s approach to supporting portfolio companies beyond capital—by becoming customers, co-developing technology, and fostering sustainable growth.

With a focus on hardware innovation and a commitment to sustainability, this episode offers valuable perspectives for investors, founders, and anyone interested in the future of semiconductor technology and strategic corporate venture capital. Listen to gain expert insights into navigating the complexities of tech investing and building impactful, enduring partnerships in a dynamic market.

Learn more about Yvonne's work at https://www.lamcapital.com/

Connect with Yvonne on LinkedIn at http://www.linkedin.com/in/yvonne-lutsch

Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/

Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com