David Lam invests across the full semiconductor stack—chips, equipment, manufacturing, and materials—and has backed companies like Movidius, Decawave, Caption Health, Semsysco, and Twitch that went on to be acquired by major strategic buyers. He combines a background in investment banking, private equity, and operating roles at companies like Cisco and Ciena with hands-on work helping portfolio companies expand globally, including recruiting local management in markets like China and using Ireland as a base for international growth.