“In semiconductors, technical performance alone is never enough. The real question is whether an innovation can be protected, manufactured, commercialized, and sustained as a long-term competitive advantage.”

Raul brings a highly differentiated perspective to semiconductor investing, built at the unique intersection of advanced technology, intellectual property, and strategic execution. Having advised industry giants such as TSMC, Micron, ASML, and ASE, he has managed global IP portfolios across the entire semiconductor stack—from IC design and wafer fabrication to advanced packaging and memory. This breadth gives him a rare ability to assess not only whether a technology works, but how it will scale, compete, and defend itself in cutthroat global markets.

Trained as a specialist patent counselor before serving as Legal & IP Vice President at Innoscience, Raul evaluates opportunities through a unique “silicon-to-statute” lens. He looks beyond basic performance metrics to rigorously examine freedom to operate, patent defensibility, and licensing leverage. In an industry where technical advantages can be quickly duplicated or out-executed, Raul focuses on identifying teams whose foundational engineering can be converted into an unassailable technology moat.

Today, Raul’s investment focus is centered on next-generation semiconductor and deep-tech innovation, particularly AI accelerators, power semiconductors, and edge computing. He works closely with founders to help build venture-ready companies, matching technical leadership with protectable IP architectures and clear strategic positioning. For Orion, Raul ensures that capital is deployed into companies that possess not just a temporary product advantage, but a credible path to long-term market leadership.