We Make Investments that
Help Fuel Technologies of the Future
Lam Capital invests in innovative companies that are addressing some of today's most challenging, high-impact problems. From semiconductor subsystems to AI chips and Industry 4.0 technologies, we invest in and partner with startups that are disrupting their respective industries.
We partner with and invest in disruptive companies that are making a big impact in the following areas:
Develop innovations that advance the semiconductor ecosystem
Advance systems engineering innovation to address next-generation industrial automation
Leverage our core skills and technology to create innovative products and new market opportunities
We invest in transformative technologies and the teams that realize it. Here are some of those companies:
AntheiaThe mission of startup Antheia, Inc., is to make and fairly provide medicines to all who need them. The company combines founding intellectual property with world-leading expertise in synthetic biology, informatics, and fermentation technology to provide a stable and cost-competitive supply of plant-based medicines and to transform the discovery, manufacture, and distribution of medicines.
d-Matrix is leading the generative AI revolution with purpose-built hardware & enterprise-grade software for cloud and enterprise customers running AI using Large Language Models (LLMs) or other transformer-based algorithms. The d-Matrix compute architecture uses ground-breaking digital in-memory-compute cores and chiplet interconnect for faster throughput, lower latency, and better economics when running generative inference compared to alternatives like state-of-the-art GPUs. The company is led by dedicated entrepreneurs that have built businesses which shipped hundreds of millions of devices worth billions of dollars to cloud and enterprise customers. d-Matrix is transforming AI from unsustainable to attainable.
Evolve Additive Solutions
A spinout of Stratasys, Evolve was founded in 2017 and is bringing the patented STEP (Selective Thermoplastic Electrophotographic Process) technology to market. STEP’s electrophotographic process has been identified by ASTM’s standards committee as a new category of technology in the Additive Manufacturing OEM market segment. STEP offers the benefits of traditional manufacturing in production quality and end use materials. The product portfolio includes manufacturing production equipment, materials, software, service, consulting and application services allowing for manufacturing flexibility, creating uniquely functional products. The company is headquartered in Minnetonka, MN with a materials technology center based in Rochester, NY.
Fabric8Labs is revolutionizing metal additive manufacturing with its advanced 3D printing technologies. The San Diego, CA based company is focused on accelerating metal additive manufacturing adoption and has developed an IP portfolio that addresses critical customer pain points, such as high cost of ownership, unreliable material properties, and manual post-processing. With patented processes that rapidly fabricate complex metal parts at the atomic level – Fabric8Labs is creating new applications for additive manufacturing in semiconductor packaging, electronics, medical, thermal management, and RF components.
Geminus.ai believes that predictive intelligence should inform and optimize every decision. The company unleashes the power of predictive intelligence by intersecting AI and physics with multi-fidelity modeling. Their novel, first-principles AI translates the constraints of the physical world inside resilient digital models. The company’s platform requires only sparse data to quickly analyze the behavior of complex industrial systems, and can precisely predict the impact of decisions that drive businesses forward.
Membrion makes the world’s first ceramic desalination membrane capable of selectively removing salts, minerals and heavy metals from harsh industrial wastewater streams, including copper wastewater generated in the semiconductor industry. The company’s mission is to create circularity of the world’s most critical resources, and in doing so they deliver cost savings and sustainability benefits. Membrion makes recovering water worth every drop.
Mission Bio delivers targeted single-cell genomics solutions for high-impact applications with Tapestri, the Precision Genomics Platform. Tapestri is the industry’s first targeted single-cell DNA sequencing platform, enabling precise detection of heterogeneity in disease progression and treatment response. Application areas include blood cancers, solid tumors, and genome editing validation. The platform includes an instrument, consumables, and analysis software, which integrate seamlessly with existing NGS workflows. With Tapestri, researchers have a highly sensitive, targeted, and customizable solution to move precision medicine forward.
Spun out of research at the University of California, San Francisco, Mission Bio is headquartered in South San Francisco, California.
Omniome is developing a proprietary DNA sequencing platform capable of delivering unsurpassed sequencing accuracy. Backed by leading life sciences venture investors and a proven management team, Omniome’s vision is to be the most trusted DNA sequencing platform and leader in clinical sequencing.
Reno Sub-Systems’ mission is to lead the semiconductor industry in developing radio frequency (RF) matching system/power generator and flow subsystem technologies to optimize process control for volume production. For 10 nm technology nodes and below, these products provide original equipment manufacturers (OEMs) differentiating performance on deposition and etch tools without requiring tool redesign. For device manufacturers, they provide an order-of-magnitude improvement in process control to enable manufacturing of leading-edge devices. Reno’s patented technologies enable the short process times necessary in plasma processes for both planar and 3D device architectures and facilitate “always on” plasma management, improving particle control, film properties, and cost efficiency.
Silicon Box is an advanced semiconductor packaging company, specializing in cutting-edge chiplet integration technology. Founded in 2021 by Dr. BJ Han, Dr. Sehat Sutardja, and Weili Dai, the Singapore-based company is capable of collaborating on everything from initial design to final manufacturing of chiplets, through its established relationships with best-in-class partners, track record of customer success, and proprietary technology. Its state-of-art facility in Singapore provides advanced interconnection capabilities and demonstrates leadership in innovation at this critical epoch of semiconductor manufacturing technology.
Founded in 2018 by a team of world-class experts, TetraMem is poised to deliver the industry’s most disruptive in-memory computing (IMC) technology for edge applications. The TetraMem team brings together complementary skill sets and technological know-how ranging from proprietary computing memory devices to novel computing architectures.
VELO3D is transforming the analog supply chain to digital manufacturing. As the creator of the industry’s first SupportFree solution for 3D metal printing, their product suite is an end-to-end digital manufacturing solution for producing metal parts. With VELO3D Flow™ print preparation software, Sapphire® printer, and Assure™ quality assurance software, manufacturers can accelerate product innovation, become more agile and responsive to market needs, and reduce costs. The company is based in Silicon Valley and is privately funded.
What we do
We focus on young companies involved in the semiconductor ecosystem, digital manufacturing, and other industries that leverage our core expertise to enable new products and markets. We invest at all stages and partner with both financial and corporate investors who share our interests.
In addition to investing financially, we create value by offering operational expertise and access to our diverse pool of technology experts and our supply chain. Our goal is to partner with our portfolio companies and help them grow and scale by leveraging our global infrastructure.