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Bullish on chips: Everbright’s fund earmarks US$500 million to invest in semiconductors

The joint initiative with venture capital firm Walden International promises to heat up China’s pursuit of semiconductor assets worldwide

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China Everbright has teamed up with investment firm Walden to launch a fund to invest in the global semiconductor industry. Photo: Shutterstock
Karen Yeung

Hong Kong-listed investment company China Everbright has teamed up with venture capital firm Walden International Group to launch a private equity fund that will invest in semiconductor and industrial information technology companies.

The Walden CEL Global Fund I, which has a target size of US$500 million, is expected to make investments and initiate acquisitions in semiconductor companies in the growth and mature stages.

Interest by Chinese companies in semiconductor-related investments, mergers and acquisitions at home and abroad has intensified the past two years, following the government’s introduction in June 2014 of a policy to build an advanced chip manufacturing supply chain.

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The target is for the nation’s semiconductor industry to record a 20 per cent compound annual growth rate by 2020 while reducing dependency on imported chips.

“Developments in the internet, artificial intelligence and cloud computing are moving fast in China, and semiconductors serve as the heart and brain of the software and hardware used in those fields,” said China Everbright’s chief executive, Chen Shuang.
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He said the company predicted a bright future for the semiconductor industry, as represented by the nearly US$100 billion in investments it made in the sector last year.

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