Depth over breadth.
Analog Century Management was founded in 2018 to invest in hard technology — semiconductors, semiconductor capital equipment, communications infrastructure, and hardware. We exclusively invest in liquid, publicly traded equities across this universe — combining deep technical domain knowledge with disciplined, bottom-up fundamental research.
Our research process is built bottom-up: mapping supply chains, tracking capital equipment cycles, and maintaining a working technical understanding of the products our companies build — from wafer to system. Deep fundamental research and continuous risk management are designed to compound our edge across full market cycles.
