{"id":113,"date":"2026-06-12T06:20:59","date_gmt":"2026-06-12T06:20:59","guid":{"rendered":"https:\/\/infiniocapital.com\/etsf1\/?page_id=113"},"modified":"2026-06-17T00:54:40","modified_gmt":"2026-06-17T00:54:40","slug":"thesis","status":"publish","type":"page","link":"https:\/\/infiniocapital.com\/etsf1\/thesis\/","title":{"rendered":"Thesis"},"content":{"rendered":"\n
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The core thesis<\/h5>\n

Supply chain de-globalization creates a once-in-a-generation window for Taiwan’s deep-tech ecosystem<\/h3>\n

The US\u2013China 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 \u2014 with world-class manufacturing, government budget, and a dense supplier network \u2014 but most of its best companies lack the global business infrastructure to capitalize on it. That’s the gap Infinio fills.<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n

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The East\u2013West model \u2014 both directions create returns<\/h5> <\/div>\n<\/div>\n
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EAST \u2192 WEST<\/h3>\n

Accelerate Taiwan to the world<\/h6>\n <\/div>\n<\/div>\n\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tOn-the-ground operators in N. America, Europe, Japan, and Korea<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\n\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tGovernment and regulatory network in each target market<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\n\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tBD support and customer introductions to accelerate global market entry<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\n <\/div>\n
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WEST \u2192 EAST<\/h3>\n

Cost-down and Asia market boost<\/h6> <\/div>\n<\/div>\n\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tLP portfolio companies access Asia's supply chain to reduce COGS<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\n\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCross-regional returns from both US and Asia market expansion<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\n\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tStrategic LPs get accelerated synergies with existing investment projects<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n
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Four technology verticals \u2014 all on the CET priority list<\/h5> <\/div>\n<\/div>\n
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Semiconductors<\/h6>\n

IC design \u2022 probe cards \u2022 packaging<\/p>\n

50% tech pillar<\/strong><\/p> <\/div>\n<\/div>\n <\/div>\n

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Aerospace & space<\/h6>\n

Microsatellites \u2022 IoT \u2022 payloads<\/p>\n

Gov. budget backed<\/strong><\/p> <\/div>\n<\/div>\n <\/div>\n

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EV & energy<\/h6>\n

Vehicle design \u2022 batteries \u2022 materials<\/p>\n

35% app. pillar<\/strong><\/p> <\/div>\n<\/div>\n <\/div>\n

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AI & manufacturing<\/h6>\n

HPC \u2022 robotics \u2022 smart process<\/p>\n

Advanced comms.<\/strong><\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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Three investment pillars \u2014 how capital is deployed<\/h5> <\/div>\n<\/div>\n
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35%<\/h1>\n

of fund<\/p> <\/div>\n<\/div>\n <\/div>\n

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Key applications \u2014 pre-IPO growth<\/h6>\n

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\u20134 years.<\/p>\n