Silicon Century Capital | Investment Focus and Sectors

Investing Across the New Industrial Core

From chip design and automation to AI and advanced manufacturing systems.

" The world's industrial backbone is being rebuilt on a new foundation of technology, intelligence, and scale. - Silicon Century Capital invests in semiconductors, advanced manufacturing, robotics, and intelligent systems. "

Semiconductors

Semiconductors are the essential infrastructure of the digital age — enabling every layer of modern technology, from defense and data centers to AI and automation.

We invest across the semiconductor value chain, targeting companies that advance design, integration, and manufacturing capability.

Focus Areas

- Fabless design and chip IP development
- Advanced packaging, OSAT, and test
- Module and system integration
- Supply chain and distribution infrastructure.

Our View

We see opportunity in reshoring, supply-chain diversification, and vertical integration as critical technologies move closer to their end markets.

SCC Value Add

We bring operational and financial expertise to carve-outs, capacity expansions, and growth investments that strengthen U.S. and allied semiconductor ecosystems.

Advanced Manufacturing

Advanced manufacturing is where innovation meets production — the domain where physical products, data, and automation converge.

We target industrial platforms and technologies that enable precision fabrication, smart materials, and sustainable, efficient production systems.

Focus Areas

- Factory automation and process systems
- Precision machining and materials technology
- Industrial sensors and control systems
- Manufacturing software and analytics platforms

Our View

The global manufacturing landscape is transforming through digitization, automation, and reshoring.
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Competitive advantage will come from connected systems, supply-chain transparency, and adaptive manufacturing processes.

SCC Value Add

We help companies scale through operational excellence, strategic repositioning, and targeted capital investment that supports modernization and market expansion.

Robotics & Automation

Robotics and automation are redefining productivity across industrial sectors.

From motion control to autonomous systems, these technologies represent the link between digital intelligence and physical execution.

Focus Areas

- Industrial robotics and motion control systems
- Sensors, vision, and actuation technologies
- Robotics software and integration platforms
- Autonomous and collaborative systems

Our View

Global automation adoption is accelerating across manufacturing, logistics, and infrastructure.

Labor dynamics, precision demands, and data-driven operations are fueling long-term growth.

SCC Value Add

We partner with robotics and automation companies to strengthen operations, expand global reach, and develop new vertical applications — bringing both capital and industrial know-how to drive scale and efficiency

AI & Intelligent Systems

Artificial intelligence is transforming how industrial systems operate, optimize, and learn.

We invest in AI-driven software, analytics, and control platforms that make factories, supply chains, and production systems smarter and more resilient.

Focus Areas

- Industrial AI and data analytics software
- Edge and embedded intelligence
- Predictive maintenance and digital twin systems
- Control and optimization platforms

Our View

The convergence of AI and industry marks the next evolution in manufacturing competitiveness.
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Intelligence is no longer an overlay — it's a core input.

SCC Value Add

We support the integration of AI into established industrial businesses, helping portfolio companies modernize workflows, leverage data assets, and drive intelligent
growth.

Integrated Ecosystem Approach

These four sectors are mutually reinforcing — advances in one create opportunities in another.
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Semiconductors enable AI; AI powers automation; automation drives manufacturing efficiency.

Our approach is intentionally cross-sectoral, allowing us to identify and capture value at the intersections of these systems — where capital, innovation, and production
converge.

Investment Characteristics

Strategic Relevance

Operational Potential

Structural Complexity

Long-Term Competitiveness

Transaction types include corporate carve-outs, control buyouts, growth capital investments, and special situations requiring structural or strategic realignment.

We operate with the discipline of private equity and the hands-on capability of operators

Our team has led transformations in technology, software, semiconductor, and manufacturing environments — bringing best practices in strategy, operations, and governance to every company we back.