Portfolio
Companies we back at the intersection of Taiwan’s deep-tech ecosystem and global markets
We invest at expansion and pre-IPO stage — companies with proven technology and early revenue that need Infinio’s operator network to accelerate global market entry. Every company in the portfolio has a clear path to either a US market, a European customer, or an Asia supply chain advantage.
3
Featured companies
5+
Pipeline targets
4
Sectors covered
$5M
Max ticket size
Featured Investments
肆佳科技 • Asgard IC
Enterprise AI • SaaS
Seed / Pre-A, Taiwan, Conditional Investment
Founded Nov 2024, Product live Jun 2025
Enterprise AI data sovereignty and agentic workflow platform — addressing the two critical blockers to enterprise AI adoption: data security and the last-mile integration gap with legacy ERP/MES/CRM systems.
ORBITAL Composites
Robotic factories for the most technologically advanced composite products
Orbital Composites is replacing 40+ year old manual composite manufacturing with AI-integrated robotic factories. Its Manufacturing-as-a-Service (MaaS) model serves the Space, Defense, and Energy sectors — markets that cannot exist without advanced composites and are projected to reach $5.7T by 2030.
$3.7M
Revenue 2017–2022
300%+
YoY revenue growth
$5.2M
Order backlog (2023)
DEUVtek Co. Ltd.
Laser Innovations for Advanced Packaging
Active · Pre-A
DEUVtek bridges Japanese precision optics with Taiwanese semiconductor expertise, delivering ultra-precise laser-based solutions for the global heterogeneous packaging supply chain — serving AI processors, silicon photonics, and quantum applications.
Stage : Pre-A
JMEM TEK
Hardware Security IP • Taiwan
Seed Stage
Embedded hardware security IP protecting IoT devices and electric vehicles through patented multi-state one-time programmable (MSOTP) memory — making identity spoofing and firmware tampering cryptographically impossible.
oxmiq
Architecting atoms to agents · 10x more efficient AI infrastructure
Unified GPU architecture that scales from edge AI to Zetta-scale supercomputers — built by Silicon Valley’s most decorated semiconductor veterans
Founded by Raja Koduri (former EVP at AMD, Apple, and Intel), OXMIQ Labs is building a full-stack alternative to Nvidia’s proprietary CUDA ecosystem. Its architecture delivers 10x improvements across software, silicon, and interconnect — enabling cross-platform AI compute without code changes. The company targets a $3.5T AI TAM by 2030 and is currently licensing IP and sampling software.
$3.5T
AI compute TAM by 2030
10x
Cost reduction vs today’s GPUs
450+
Press articles, 250M reach
HCC
Healthcare · Laife AI PaaS
Growth Stage · Seeking Investment
AI-powered medical & long-term care ecosystem — the Airbnb model for healthcare
HCC operates Taiwan’s largest integrated healthcare network, uniting hospitals, clinics, long-term care facilities, pharmacies, and transportation under a proprietary AI PaaS platform (Laife). The asset-light franchise model mirrors Alibaba and Marriott — HCC owns the platform and management layer, not the bricks. Founded since 2012, HCC currently serves 20,000+ patients across 119+ facilities and is expanding its franchise model globally.
$65M
Current revenue (profitable)
119+
Long-term care facilities
20K+
Patients served
$500M+
Current valuation floor
Pipeline — additional investment targets
Active evaluation targets across the fund’s four verticals. Infinio typically leads or co-leads rounds at Series A and pre-IPO stage.
Cloud EDA tooling for Taiwan IC design houses · reduces upfront capex
Semiconductors
GPU infrastructure for AI workloads • Taiwan-based • targeting US enterprise
AI & manufacturing
Ground-satellite IoT data links • SE Asia connectivity • O-RAN aligned
Space
Safety-critical LFP tech for commercial and industrial EV • thermal runaway prevention
EV & energy
Free-space optical comms for satellite and terrestrial networks • Taiwan-manufactured
AI & comms.
What we look for
Proven technology
Working product, early revenue, or government validation — we don’t fund pure R&D at pre-revenue stage
Global market ambition
A clear thesis for why the company’s product has a US, European, or ASEAN market — not just a Taiwan story
Supply chain relevance
Sits within the CET-aligned sectors where Taiwan’s manufacturing and R&D ecosystem creates a durable competitive advantage
Operator-ready team
Founders who can execute in multiple geographies — or who are explicitly looking for a partner to navigate that complexity with them
Building something that fits?
We accept inbound from founders and co-investors across all four verticals. Tell us about your company — we typically respond within a week.