Geopolitics Alpha

The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs

Published . Updated .

From floating reactors to brain chips: VCs picked their favorite YC startups from the summer batch.

Directly affected

  • No company is named in this report.

Indirectly affected

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GCTS GCT SEMICONDUCTOR HLDG INC

    GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • NVTS NAVITAS SEMICONDUCTOR CORP

    GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ON ON SEMICONDUCTOR CORPORATION

    GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • TSEM TOWER SEMICONDUCTOR LTD

    GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • TSM TAIWAN SEMICONDUCTOR MANUFAC

    GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AOSL———————
GCTS———————
NVTS———————
ON———————
TSEM———————
TSM———————

From floating reactors to brain chips: VCs picked their favorite YC startups from the summer batch.

Source: TechCrunch

The price since 13 Sep 2026: Alpha & Omega Semiconductor (AOSL) versus the S&P 500

Since the first closing price after “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs,” Alpha & Omega Semiconductor (AOSL) is -6.69%. The S&P 500 fund (SPY) is +0.77% over the same days, a -7.46% difference versus the market.

AOSL
SPY

Who reported a Alpha & Omega Semiconductor (AOSL) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Alpha & Omega Semiconductor (AOSL)

Companies mentioned with this story

  • AOSL Alpha & Omega Semiconductor

    For “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GCTS GCT Semiconductor Holding

    GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs.” Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVTS Navitas Semiconductor

    Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ON On Semiconductor

    In “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSEM Tower Semiconductor

    Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSM Taiwan Semiconductor Manufacturing

    Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs.” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Alpha & Omega Semiconductor (AOSL)

On 13 Sep 2026, “The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs” is the story that connects Alpha & Omega Semiconductor (AOSL) to this story.

The link for Alpha & Omega Semiconductor (AOSL) is this: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, GCT Semiconductor Holding (GCTS): GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Alpha & Omega Semiconductor (AOSL), and the dates in the story

AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.

What the saved facts support for Alpha & Omega Semiconductor (AOSL)

46 out of 100

“The 9 buzziest startups from Y Combinator’s latest Demo Day, according to VCs” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.