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Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
Joined April 2025
2.2K Following    65K Followers
- SK hynix launched 'SK hynix Ventures' CVC brand in Silicon Valley to expand AI ecosystem investments beyond traditional semiconductors. - Company has invested since 2015 with 2x+ cumulative returns and plans to focus on AI computing, data centers, system software, and optical interconnect. - CEO emphasized ecosystem-based innovation strategy combining customer partnerships, startups, and technological cooperation for AI infrastructure growth. > SK hynix is formalizing its venture strategy to compete in AI infrastructure by broadening CVC scope into optical interconnect and system software alongside traditional memory chips. > This positions the company to capture ecosystem upside in high-growth AI segments where integrated memory and optical solutions are becoming critical.
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