{"id":115,"date":"2026-06-12T06:23:59","date_gmt":"2026-06-12T06:23:59","guid":{"rendered":"https:\/\/infiniocapital.com\/etsf1\/?page_id=115"},"modified":"2026-09-07T02:02:07","modified_gmt":"2026-09-07T02:02:07","slug":"portfolio","status":"publish","type":"page","link":"https:\/\/infiniocapital.com\/etsf1\/portfolio\/","title":{"rendered":"Portfolio"},"content":{"rendered":"\n
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Portfolio<\/h5>\n

Companies we back at the intersection of Taiwan’s deep-tech ecosystem and global markets<\/h3>\n

We invest at expansion and pre-IPO stage \u2014 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.<\/p> <\/div>\n<\/div>\n

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3<\/h1>\n

Featured companies<\/p> <\/div>\n<\/div>\n <\/div>\n

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5+<\/h1>\n

Pipeline targets<\/p> <\/div>\n<\/div>\n <\/div>\n

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4<\/h1>\n

Sectors covered<\/p> <\/div>\n<\/div>\n <\/div>\n

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$5M<\/h1>\n

Max ticket size<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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Featured Investments<\/h5> <\/div>\n<\/div>\n
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\u8086\u4f73\u79d1\u6280 \u2022 Asgard IC<\/h4>\n

Enterprise AI \u2022 SaaS<\/strong><\/p>\n

Seed \/ Pre-A, Taiwan, Conditional Investment<\/p>\n

Founded Nov 2024, Product live Jun 2025<\/p>\n

Enterprise AI data sovereignty and agentic workflow platform \u2014 addressing the two critical blockers to enterprise AI adoption: data security and the last-mile integration gap with legacy ERP\/MES\/CRM systems.<\/p> <\/div>\n<\/div>\n <\/div>\n

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ORBITAL Composites<\/h4>\n

Robotic factories for the most technologically advanced composite products<\/p>\n

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 \u2014 markets that cannot exist without advanced composites and are projected to reach $5.7T by 2030.<\/p>\n

$3.7M
Revenue 2017\u20132022<\/p>\n

300%+
YoY revenue growth<\/p>\n

$5.2M
Order backlog (2023)<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n

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DEUVtek Co. Ltd.<\/h4>\n

Laser Innovations for Advanced Packaging<\/strong><\/p>\n

Active \u00b7 Pre-A<\/p>\n

DEUVtek bridges Japanese precision optics with Taiwanese semiconductor expertise, delivering ultra-precise laser-based solutions for the global heterogeneous packaging supply chain \u2014 serving AI processors, silicon photonics, and quantum applications.<\/p>\n

Stage :\u00a0Pre-A<\/p> <\/div>\n<\/div>\n <\/div>\n

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JMEM TEK<\/h4>\n

Hardware Security IP \u2022 Taiwan<\/strong><\/p>\n

Seed Stage<\/p>\n

Embedded hardware security IP protecting IoT devices and electric vehicles through patented multi-state one-time programmable (MSOTP) memory \u2014 making identity spoofing and firmware tampering cryptographically impossible.<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n

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oxmiq<\/h4>\n

Architecting atoms to agents \u00b7 10x more efficient AI infrastructure<\/span><\/p>\n

Unified GPU architecture that scales from edge AI to Zetta-scale supercomputers \u2014 built by Silicon Valley’s most decorated semiconductor veterans<\/p>\n

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 \u2014 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.<\/p>\n

$3.5T<\/span><\/p>\n

AI compute TAM by 2030<\/p>\n

10x
Cost reduction vs today’s GPUs<\/p>\n

450+
Press articles, 250M reach<\/p> <\/div>\n<\/div>\n <\/div>\n

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HCC<\/h4>\n

Healthcare \u00b7 Laife AI PaaS<\/strong><\/p>\n

Growth Stage \u00b7 Seeking Investment<\/p>\n

AI-powered medical & long-term care ecosystem \u2014 the Airbnb model for healthcare<\/p>\n

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 \u2014 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.<\/p>\n

$65M
Current revenue (profitable)<\/p>\n

119+
Long-term care facilities<\/p>\n

20K+
Patients served<\/p>\n

$500M+
Current valuation floor<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n

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Pipeline \u2014 additional investment targets<\/span><\/h5>\n

Active evaluation targets across the fund’s four verticals. Infinio typically leads or co-leads rounds at Series A and pre-IPO stage.<\/p> <\/div>\n<\/div>\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\tIC Design EDA SaaS Platform<\/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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Cloud EDA tooling for Taiwan IC design houses \u00b7 reduces upfront capex<\/p> <\/div>\n<\/div>\n <\/div>\n

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Semiconductors<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\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\tAI Virtual Cloud Data Center<\/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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GPU infrastructure for AI workloads \u2022 Taiwan-based \u2022 targeting US enterprise<\/p> <\/div>\n<\/div>\n <\/div>\n

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AI & manufacturing<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\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\tSatellite IoT Infrastructure Co.<\/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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Ground-satellite IoT data links \u2022 SE Asia connectivity \u2022 O-RAN aligned<\/p> <\/div>\n<\/div>\n <\/div>\n

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Space<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\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\tExplosion-Proof Lithium Iron Battery Core<\/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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Safety-critical LFP tech for commercial and industrial EV \u2022 thermal runaway prevention<\/p> <\/div>\n<\/div>\n <\/div>\n

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EV & energy<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\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\tLaser Optical Communication Equipment<\/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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Free-space optical comms for satellite and terrestrial networks \u2022 Taiwan-manufactured<\/p> <\/div>\n<\/div>\n <\/div>\n

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AI & comms.<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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What we look for<\/h5> <\/div>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n
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Proven technology<\/h6>\n

Working product, early revenue, or government validation \u2014 we don’t fund pure R&D at pre-revenue stage<\/p> <\/div>\n<\/div>\n <\/div>\n

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Global market ambition<\/h6>\n

A clear thesis for why the company’s product has a US, European, or ASEAN market \u2014 not just a Taiwan story<\/p> <\/div>\n<\/div>\n <\/div>\n

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Supply chain relevance<\/h6>\n

Sits within the CET-aligned sectors where Taiwan’s manufacturing and R&D ecosystem creates a durable competitive advantage<\/p> <\/div>\n<\/div>\n <\/div>\n

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Operator-ready team<\/h6>\n

Founders who can execute in multiple geographies \u2014 or who are explicitly looking for a partner to navigate that complexity with them<\/p> <\/div>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n

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Building something that fits?<\/h5>\n

We accept inbound from founders and co-investors across all four verticals. Tell us about your company \u2014 we typically respond within a week.<\/p> <\/div>\n<\/div>\n\n

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\n \n Read our thesis <\/use><\/svg><\/em> <\/a>\n <\/div>\n <\/div>\n\n\n
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\n \n Read our thesis <\/use><\/svg><\/em> <\/a>\n <\/div>\n <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n","protected":false},"excerpt":{"rendered":"

Portfolio Companies we back at the intersection of Taiwan’s deep-tech ecosystem and global markets We invest at expansion and pre-IPO stage \u2014 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 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-115","page","type-page","status-publish","hentry","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"builder_content":"

Portfolio<\/h5>

Companies we back at the intersection of Taiwan's deep-tech ecosystem and global markets<\/h3>

We invest at expansion and pre-IPO stage \u2014 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.<\/p>\n

3<\/h1>

Featured companies<\/p>\n

5+<\/h1>

Pipeline targets<\/p>\n

4<\/h1>

Sectors covered<\/p>\n

$5M<\/h1>

Max ticket size<\/p>\n

Sectors<\/h5>

Filter by <\/p>\n

Featured Investments<\/h5>\n

\u8086\u4f73\u79d1\u6280 \u2022 Asgard IC<\/h4>

Enterprise AI \u2022 SaaS<\/strong><\/p>

Seed \/ Pre-A, Taiwan, Conditional Investment<\/p>

Founded Nov 2024, Product live Jun 2025<\/p>

Enterprise AI data sovereignty and agentic workflow platform \u2014 addressing the two critical blockers to enterprise AI adoption: data security and the last-mile integration gap with legacy ERP\/MES\/CRM systems.<\/p>\n

ORBITAL Composites<\/h4>

Robotic factories for the most technologically advanced composite products<\/p>

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 \u2014 markets that cannot exist without advanced composites and are projected to reach $5.7T by 2030.<\/p>

$3.7M
Revenue 2017\u20132022<\/p>

300%+
YoY revenue growth<\/p>

$5.2M
Order backlog (2023)<\/p>\n

DEUVtek Co. Ltd.<\/h4>

Laser Innovations for Advanced Packaging<\/strong><\/p>

Active \u00b7 Pre-A<\/p>

DEUVtek bridges Japanese precision optics with Taiwanese semiconductor expertise, delivering ultra-precise laser-based solutions for the global heterogeneous packaging supply chain \u2014 serving AI processors, silicon photonics, and quantum applications.<\/p>

Stage :\u00a0Pre-A<\/p>\n

JMEM TEK<\/h4>

Hardware Security IP \u2022 Taiwan<\/strong><\/p>

Seed Stage<\/p>

Embedded hardware security IP protecting IoT devices and electric vehicles through patented multi-state one-time programmable (MSOTP) memory \u2014 making identity spoofing and firmware tampering cryptographically impossible.<\/p>\n

oxmiq<\/h4>

Architecting atoms to agents \u00b7 10x more efficient AI infrastructure<\/p>

Unified GPU architecture that scales from edge AI to Zetta-scale supercomputers \u2014 built by Silicon Valley's most decorated semiconductor veterans<\/p>

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 \u2014 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.<\/p>

$3.5T<\/p>

AI compute TAM by 2030<\/p>

10x
Cost reduction vs today's GPUs<\/p>

450+
Press articles, 250M reach<\/p>\n

HCC<\/h4>

Healthcare \u00b7 Laife AI PaaS<\/strong><\/p>

Growth Stage \u00b7 Seeking Investment<\/p>

AI-powered medical & long-term care ecosystem \u2014 the Airbnb model for healthcare<\/p>

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 \u2014 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.<\/p>

$65M
Current revenue (profitable)<\/p>

119+
Long-term care facilities<\/p>

20K+
Patients served<\/p>

$500M+
Current valuation floor<\/p>\n

Pipeline \u2014 additional investment targets<\/h5>

Active evaluation targets across the fund's four verticals. Infinio typically leads or co-leads rounds at Series A and pre-IPO stage.<\/p>\n<\/use><\/svg><\/em> IC Design EDA SaaS Platform\n

Cloud EDA tooling for Taiwan IC design houses \u00b7 reduces upfront capex<\/p>\n

Semiconductors<\/p>\n<\/use><\/svg><\/em> AI Virtual Cloud Data Center\n

GPU infrastructure for AI workloads \u2022 Taiwan-based \u2022 targeting US enterprise<\/p>\n

AI & manufacturing<\/p>\n<\/use><\/svg><\/em> Satellite IoT Infrastructure Co.\n

Ground-satellite IoT data links \u2022 SE Asia connectivity \u2022 O-RAN aligned<\/p>\n

Space<\/p>\n<\/use><\/svg><\/em> Explosion-Proof Lithium Iron Battery Core\n

Safety-critical LFP tech for commercial and industrial EV \u2022 thermal runaway prevention<\/p>\n

EV & energy<\/p>\n<\/use><\/svg><\/em> Laser Optical Communication Equipment\n

Free-space optical comms for satellite and terrestrial networks \u2022 Taiwan-manufactured<\/p>\n

AI & comms.<\/p>\n

What we look for<\/h5>\n
Proven technology<\/h6>

Working product, early revenue, or government validation \u2014 we don't fund pure R&D at pre-revenue stage<\/p>\n

Global market ambition<\/h6>

A clear thesis for why the company's product has a US, European, or ASEAN market \u2014 not just a Taiwan story<\/p>\n

Supply chain relevance<\/h6>

Sits within the CET-aligned sectors where Taiwan's manufacturing and R&D ecosystem creates a durable competitive advantage<\/p>\n

Operator-ready team<\/h6>

Founders who can execute in multiple geographies \u2014 or who are explicitly looking for a partner to navigate that complexity with them<\/p>\n

Building something that fits?<\/h5>

We accept inbound from founders and co-investors across all four verticals. Tell us about your company \u2014 we typically respond within a week.<\/p>\n Read our thesis <\/use><\/svg><\/em> <\/a>\n Read our thesis <\/use><\/svg><\/em> <\/a>","_links":{"self":[{"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/115","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/comments?post=115"}],"version-history":[{"count":71,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/115\/revisions"}],"predecessor-version":[{"id":595,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/115\/revisions\/595"}],"wp:attachment":[{"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/media?parent=115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}