Vertex Ventures Targets Semiconductors and Robotics in $540M Fund Shift
Vertex Ventures is pivoting towards deeptech investments, particularly in semiconductors, robotics, and battery technology, as it nears deployment of its $540 million fourth fund. This strategic move aligns with a global trend towards 'sovereign technology' amidst shifting geopolitical landscapes.
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Vertex Ventures Southeast Asia and India is focusing on hardware and deeptech sectors, particularly semiconductors and robotics, as it approaches full deployment of its $540 million fourth fund. The firm has already invested $967 million in the sector within the first five months of 2026, a significant increase compared to $1.47 billion in all of 2025.
Vertex Ventures participated in BigEndian Semiconductors' $6 million pre-Series A round and previously led Spyne's $16 million Series A funding. The firm anticipates that BigEndian will be IPO-ready in 5-7 years.
In total, Vertex has exited nearly a third of the 32 companies from its fourth fund since its launch in 2020. Amid growing demand for deeptech, the firm plans to start fundraising for its sixth fund early next year, potentially maintaining a similar size to the current fund.
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