Intel CEO: They All Walked Out on Me
Semiconductors went from VC-shunned to multi-trillion dollar sector in two decades
“Jensen is a 5.3 trillion market cap company. And then Broadcom and TSMC is 2 trillion market cap company.”— Lisa Su
A senior semiconductor executive recounts how VCs literally walked out of pitch meetings 18 years ago when the topic was chips, while today NVIDIA sits at $5.3T, TSMC and Broadcom at $2T each, and AMD near $800B. The anecdote illustrates the dramatic capital rotation into semiconductor infrastructure driven by AI demand. The signal is contextual rather than actionable — a vindication story, not a new announcement.