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
DHS Innovation Technology
IC-2025-M009 • Approved
大合新科技股份有限公司 • DHS Innotech
Taiwan, Defense materials
Taiwan’s only vertically integrated UHMWPE (Ultra-High Molecular Weight Polyethylene) fiber manufacturer — the most advanced ballistic protection material in the world. DHS Innotech independently develops yarn and woven fabric from raw powder to finished product, supplying body armor, ballistic plates, and helmets for Taiwan’s military, police, and security sectors. The only Taiwan company to have passed all 12 items in the Ministry of National Defense’s industrial cooperation review.
- UHMWPE fiber
- Ballistic protection
- Defense materials
- Taiwan sovereign supply
- ISO 9001 • ISO 27001
天淵實業 • Tian Yuan
Infrared Thermal Imaging • Series A • Taiwan
Founded 2015, Restructured 2021
Taiwan’s only vertically integrated LWIR thermal sensor manufacturer — targeting a $7.9B global market accelerated by de-Sinicization, drone proliferation, and new U.S. pedestrian AEB mandates.
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.
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.
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
iAutonomy
Building Trusted UxV Foundries for Democratic Partners
Active · Series A
iAuto is a cross-border industrial platform for autonomous systems (UxV) that integrates Taiwan’s advanced manufacturing ecosystem with U.S. and allied demand for secure, non-PRC supply chains. Rather than competing as a drone manufacturer, iAuto acts as a system integrator, supply-chain orchestrator, and industrial platform builder — enabling rapid scaling across the global UxV industry while maintaining capital efficiency.
Stage : Series A
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)
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
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
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.