The core thesis
Supply chain de-globalization creates a once-in-a-generation window for Taiwan’s deep-tech ecosystem
The US–China decoupling, reshoring mandates, and the White House 2022 Critical and Emerging Technologies (CET) list have fundamentally restructured who gets to supply the world’s most important technology stacks. Taiwan sits at the center of that realignment — with world-class manufacturing, government budget, and a dense supplier network — but most of its best companies lack the global business infrastructure to capitalize on it. That’s the gap Infinio fills.
The East–West model — both directions create returns
EAST → WEST
Accelerate Taiwan to the world
WEST → EAST
Cost-down and Asia market boost
Four technology verticals — all on the CET priority list
Semiconductors
IC design • probe cards • packaging
50% tech pillar
Aerospace & space
Microsatellites • IoT • payloads
Gov. budget backed
EV & energy
Vehicle design • batteries • materials
35% app. pillar
AI & manufacturing
HPC • robotics • smart process
Advanced comms.
Three investment pillars — how capital is deployed
35%
of fund
Key applications — pre-IPO growth
Companies with proven revenue in semiconductors, EVs, aerospace, and green energy that need capital and global network to scale into public markets. Exit horizon typically 2–4 years.
- Semiconductors
- Electric vehicles
- New aerospace
- Green energy
50%
of fund
Key technology — process and equipment
Equipment and software that breaks processing bottlenecks — smart manufacturing, advanced process equipment, and next-generation communications. Largest single allocation because technology enablers compound across multiple verticals.
- Smart industry
- Process equipment
- Advanced comms.
- EDA SaaS
15%
of fund
Key materials — supply chain bottlenecks
Specialized materials that constrain production across the semiconductor and EV value chains. Smaller allocation, but high-conviction positions in areas where Taiwan supply chain creates a structural sourcing advantage.
- Optoelectronics
- Semiconductor materials
- Heat dissipation
Market sizing
Large, structural markets — not speculative trends
Space
$430B
Global market
Electric vehicle
$675B
Global market
ESG / energy
$145B
Global market
Smart mfg.
$133B
Global market
Communications
$314B
Global market
The Infinio edge — why this team, why now
The GP team has been investing in and operating Taiwan technology companies since before the current supply chain crisis — pattern recognition that pure financial investors can’t replicate.
GPs physically present in Los Angeles, Taiwan, Europe, UK, and SE Asia — not a single-office fund claiming global reach, but actual operators with local relationships in every target market
Proprietary relationships with NTHU, NTU, NARLabs, ITRI, and MOEA give early visibility into university spinouts and R&D commercialization before they reach the open market
SpaceX Taiwan representative, MOEA international consultant, Acer venture builder, SoftBank and Goldman Sachs alumni — GPs have done the deals, not just watched them
What this means for LPs
17%
Target IRR — driven by pre-IPO entry and dual US/Asia market expansion
$20M
Focused fund size — deliberate. Enough to lead rounds, small enough to stay selective
7 yrs
Duration matches realistic IPO timelines for Taiwan companies entering global markets