What smart money is saying about indie Semiconductor
1 fund in our archive has pitched indie Semiconductor — most recently Granahan Investment Management SMID Cap Select in June 2026.
indie Semiconductor, Inc. specializes in delivering cutting-edge semiconductor and software solutions, primarily targeting the automotive industry. Their offerings enhance critical functions such as advanced driver assistance systems (ADAS), in-car connectivity, the overall user experience, and vehicle electrification. Within the automotive domain, their products encompass ultrasound technology for parking assistance, integrated wireless charging systems for vehicle cabins, sophisticated infotainment platforms, and LED lighting solutions designed to elevate passenger comfort. Furthermore, they facilitate robust vehicle connectivity through telematics and cloud access technologies. Beyond the automotive sector, the company also engineers photonic components leveraging a variety of technological platforms. These include fiber Bragg gratings, low-noise lasers, athermal and tunable packaging, photonic integration, and high-speed, low-noise electronics. These advanced photonic products cater to diverse markets such as laser systems, optical sensing, and optical communication. Founded in 2007, indie Semiconductor, Inc. is headquartered in Aliso Viejo, California.
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Position history
Every position in indie Semiconductor on record in the archive was reported in Q2 2026, across 4 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 0 | 1 |
Fund activity · 4 positions
- June 2026
“Several of our AI-infrastructure and semiconductor investments also contributed to absolute and relative performance, including Taiwan Semiconductor Manufacturing Company Limited (the world’s advanced-semiconductor manufacturing champion), indie Semiconductor, Inc. (automotive semiconductor innovator), Coherent Corp. (optical technology leader), ASML Holding N.V. (the world’s dominant provider of advanced lithography semiconductor manufacturing equipment), Micron, and Broadcom.”
indie Semiconductor - June 2026
“indie Semiconductor remains one of our highest-conviction investments, reflecting our view that the automotive industry is still in the early stages of a multi-year transformation toward increasingly software- defined, intelligent vehicles.”
indie Semiconductor - June 2026
“Several of our AI-infrastructure and semiconductor investments also contributed to absolute and relative performance, including Taiwan Semiconductor Manufacturing Company Limited (the world’s advanced semiconductor manufacturing champion), indie Semiconductor, Inc. (automotive semiconductor innovator), Coherent Corp. (optical technology leader), ASML Holding N.V. (the world’s dominant provider of advanced lithography semiconductor manufacturing equipment), Micron, and Broadcom.”
indie Semiconductor “Top Ten Holdings Security Life Cycle Category Percent of Portfolio Silicon Motion Technology Corp. Special Situation 3.6% Porch Group Inc. Pioneer 3.5% Digital Turbine, Inc. Special Situation 2.3% Casella Waste Systems, Inc. Core Growth 2.0% Magnite Inc Core Growth 1.9% Gates Industrial Corp Special Situation 1.9% Indie Semiconductor Inc. Special Situation 1.8%”
indie Semiconductor
Fund coverage · 1 thesis
indie Semiconductor supplies mixed-signal chips for software-defined vehicles, with strong design wins, backlog visibility, operating leverage, and above-market growth potential.
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