Ardian Semiconductor has been launched in partnership with Silian Partners, a group of highly successful senior executives from the semiconductor industry with over 115 years of professional experience.
The company says that the innovative platform will invest across the semiconductor value chain focused on European countries and assist companies to grow as global leaders in their markets.
Paul Boudre, senior managing director & co-founder of Silian Partners, says, “We are delighted to partner with Ardian, who perfectly understand the unique opportunity to address a critical need of the European semiconductor value chain and become its financial sponsor of choice.”
“Through a bespoke strategic partnership, we bring together in One Team seasoned private equity investors, proven investment processes, and successful semiconductor leaders,” adds Boudre.
Current trends in semiconductor industry
Semiconductor devices are critical enablers of the digital transformation and green transition of key sectors, including data infrastructure, mobility, industrial, and consumers.
Since the widespread use of semiconductors for multiple purposes, the industry has undergone several decades of consistent mid-to-high single-digit growth.
Analysts believe the semiconductor industry will grow and reach €948B by 2030, driven by trends including artificial intelligence (AI), cloud computing, electrification and automation of mobility and industry, and smart and connected devices.
In this regard, Europe is one of the most attractive regions to invest in semiconductor development. European companies are global leaders in the semiconductor value chain for the mobility and industrial markets that experience rapid technological transformation.
Europe also leads through its innovation ecosystems, IP, and specialised equipment and materials companies that support trends such as the AI revolution. Leverage for firm foundations and attractive government incentives are also prominent in Europe, such as its €43B European Chips Act to strengthen global leadership of the global supply chain.
Partnering with Silian Partners
Ardian Semiconductor wants to be the partner of choice of the European semiconductor value chain by bringing innovative and flexible capital solutions. The platform also provides strategic and operational expertise into the equation to leverage the companies’ distinctive technologies.
Ardian and Silian Partners will work as One Team, where the former’s successful private equity capabilities and investment processes will boost the semiconductor industry’s future growth.
Ardian seeks to procure at least €1B for a dedicated semiconductor fund, according to two sources with knowledge of the matter. The investment house declined to comment on the matter.
Ardian Semiconductor will be powered by a detailed analysis of technology trends and their implications on the semiconductor value chain. The team will cooperate in identifying attractive opportunities and work closely with entrepreneurs and management teams to determine their strategic roadmaps.
“Ardian is the ideal firm with the right people and culture to build this first-of-its-kind investment platform together. As we initiate dialogues with companies and entrepreneurs, we have confirmation that we enable solutions for the industry that do not exist today and that our approach will create significant value across the board,” says Boudre.