{"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":"2026-06-17T00:49:32","modified_gmt":"2026-06-17T00:49:32","slug":"portfolio","status":"publish","type":"page","link":"https:\/\/infiniocapital.com\/etsf1\/portfolio\/","title":{"rendered":"Portfolio"},"content":{"rendered":"<!--themify_builder_content-->\n<div id=\"themify_builder_content-115\" data-postid=\"115\" class=\"themify_builder_content themify_builder_content-115 themify_builder tf_clear\">\n                    <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_0ik5706 tb_first tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_q7t3707 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_2i9h584   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Portfolio<\/h5>\n<h3>Companies we back at the intersection of Taiwan&#8217;s deep-tech ecosystem and global markets<\/h3>\n<p>We invest at expansion and pre-IPO stage \u2014 companies with proven technology and early revenue that need Infinio&#8217;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<!-- \/module text -->        <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top tb_col_count_4 tb_nrfp464\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_xj98464 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_yeac79   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h1>3<\/h1>\n<p>Featured companies<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_9dtl360\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_zv13360   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h1>5+<\/h1>\n<p>Pipeline targets<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_9beg66\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_orut66   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h1>4<\/h1>\n<p>Sectors covered<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_tspm531 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_0jki531   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h1>$5M<\/h1>\n<p>Max ticket size<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_q6mi974 tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_0ldd974 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_yfbi974   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Featured Investments<\/h5>    <\/div>\n<\/div>\n<!-- \/module text -->        <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-narrow tb_col_count_2 tb_6xmc672\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_za3r672 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_y7ts507   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>DHS Innovation Technology<\/h4>\n<p><b>IC-2025-M009 \u2022 Approved<\/b><\/p>\n<p>\u5927\u5408\u65b0\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8 \u2022 DHS Innotech<\/p>\n<p>Taiwan,\u00a0<span style=\"font-size: 1em;\">Defense materials<\/span><\/p>\n<p>Taiwan&#8217;s only vertically integrated UHMWPE (Ultra-High Molecular Weight Polyethylene) fiber manufacturer \u2014 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&#8217;s military, police, and security sectors. The only Taiwan company to have passed all 12 items in the Ministry of National Defense&#8217;s industrial cooperation review.<\/p>\n<ul>\n<li>UHMWPE fiber<\/li>\n<li>Ballistic protection<\/li>\n<li>Defense materials<\/li>\n<li>Taiwan sovereign supply<\/li>\n<li>ISO 9001 \u2022 ISO 27001<\/li>\n<\/ul>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_jcev672 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_1m21786   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>\u5929\u6df5\u5be6\u696d \u2022 Tian Yuan<\/h4>\n<p><strong>Infrared Thermal Imaging \u2022\u00a0Series A \u2022\u00a0Taiwan<\/strong><\/p>\n<p>Founded 2015, Restructured 2021\u00a0<\/p>\n<p>Taiwan&#8217;s only vertically integrated LWIR thermal sensor manufacturer \u2014 targeting a $7.9B global market accelerated by de-Sinicization, drone proliferation, and new U.S. pedestrian AEB mandates.<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-narrow tb_col_count_2 tb_d91n10\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_gby010 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_fe1b209   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>\u8086\u4f73\u79d1\u6280 \u2022 Asgard IC<\/h4>\n<p><strong>Enterprise AI \u2022 SaaS<\/strong><\/p>\n<p>Seed \/ Pre-A, Taiwan, Conditional Investment<\/p>\n<p>Founded Nov 2024, Product live Jun 2025<\/p>\n<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>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_zt8i558 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_2icu558   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>JMEM TEK<\/h4>\n<p><strong>Hardware Security IP \u2022 Taiwan<\/strong><\/p>\n<p>Seed Stage<\/p>\n<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>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-narrow tb_col_count_2 tb_gxq7126\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_t8ur126 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_d91y126   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>DEUVtek Co. Ltd.<\/h4>\n<p><strong>Laser Innovations for Advanced Packaging<\/strong><\/p>\n<p>Active \u00b7 Pre-A<\/p>\n<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>\n<p>Stage :\u00a0Pre-A<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_nwnd126 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_71q9126   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>iAutonomy<\/h4>\n<p><strong>Building Trusted UxV Foundries for Democratic Partners<\/strong><\/p>\n<p>Active \u00b7 Series A<\/p>\n<p>iAuto is a cross-border industrial platform for autonomous systems (UxV) that integrates Taiwan&#8217;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 \u2014 enabling rapid scaling across the global UxV industry while maintaining capital efficiency.<\/p>\n<p>Stage : Series A<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-narrow tb_col_count_2 tb_1gqt881\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_erp7881 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_4loe881   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>ORBITAL Composites<\/h4>\n<p>Robotic factories for the most technologically advanced composite products<\/p>\n<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>\n<p>$3.7M<br>Revenue 2017\u20132022<\/p>\n<p>300%+<br>YoY revenue growth<\/p>\n<p>$5.2M<br>Order backlog (2023)<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_gpcd881 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_zput881   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>HCC<\/h4>\n<p><strong>Healthcare \u00b7 Laife AI PaaS<\/strong><\/p>\n<p>Growth Stage \u00b7 Seeking Investment<\/p>\n<p>AI-powered medical &amp; long-term care ecosystem \u2014 the Airbnb model for healthcare<\/p>\n<p>HCC operates Taiwan&#8217;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<p>$65M<br>Current revenue (profitable)<\/p>\n<p>119+<br>Long-term care facilities<\/p>\n<p>20K+<br>Patients served<\/p>\n<p>$500M+<br>Current valuation floor<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-narrow tb_col_count_2 tb_wtl27\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_87qv7 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_py9i7   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>oxmiq<\/h4>\n<p><span style=\"font-size: 1em;\">Architecting atoms to agents \u00b7 10x more efficient AI infrastructure<\/span><\/p>\n<p>Unified GPU architecture that scales from edge AI to Zetta-scale supercomputers \u2014 built by Silicon Valley&#8217;s most decorated semiconductor veterans<\/p>\n<p>Founded by Raja Koduri (former EVP at AMD, Apple, and Intel), OXMIQ Labs is building a full-stack alternative to Nvidia&#8217;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<p><span style=\"font-size: 1em;\">$3.5T<\/span><\/p>\n<p>AI compute TAM by 2030<\/p>\n<p>10x<br>Cost reduction vs today&#8217;s GPUs<\/p>\n<p>450+<br>Press articles, 250M reach<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_1e857 last\">\n                            <\/div>\n                    <\/div>\n                <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_le73342 tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_vv9p343 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_u1xc222   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5><span class=\"lbl\">Pipeline \u2014 additional investment targets<\/span><\/h5>\n<p>Active evaluation targets across the fund&#8217;s four verticals. Infinio typically leads or co-leads rounds at Series A and pre-IPO stage.<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-none tb_col_count_2 tb_wrrq52\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_o8b452 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_950v83    icon_horizontal \" data-lazy=\"1\">\n\t\t\t<div class=\"module-icon-item\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<em class=\"tf_box\"\n\t\t\t\t\t\t\t\t\t\t\t\t style=\"background-color:#666;color:#ffffff\"\t\t\t\t\t><svg  class=\"tf_fa tf-fas-code\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-code\" xlink:href=\"#tf-fas-code\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>IC 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<!-- \/module icon -->\n<!-- module text -->\n<div  class=\"module module-text tb_l5qb688   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Cloud EDA tooling for Taiwan IC design houses \u00b7 reduces upfront capex<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_p8j5836 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_x6b5325   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Semiconductors<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-none tb_col_count_2 tb_x6k6385\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_716o385 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_dxgz385    icon_horizontal \" data-lazy=\"1\">\n\t\t\t<div class=\"module-icon-item\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<em class=\"tf_box\"\n\t\t\t\t\t\t\t\t\t\t\t\t style=\"background-color:#666;color:#ffffff\"\t\t\t\t\t><svg  class=\"tf_fa tf-fas-brain\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-brain\" xlink:href=\"#tf-fas-brain\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>AI 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<!-- \/module icon -->\n<!-- module text -->\n<div  class=\"module module-text tb_e353385   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>GPU infrastructure for AI workloads \u2022 Taiwan-based \u2022 targeting US enterprise<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_ewxy385 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_nl1u385   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>AI &amp; manufacturing<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-none tb_col_count_2 tb_8mk8619\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_9yqk619 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_7r5z619    icon_horizontal \" data-lazy=\"1\">\n\t\t\t<div class=\"module-icon-item\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<em class=\"tf_box\"\n\t\t\t\t\t\t\t\t\t\t\t\t style=\"background-color:#666;color:#ffffff\"\t\t\t\t\t><svg  class=\"tf_fa tf-fas-satellite-dish\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-satellite-dish\" xlink:href=\"#tf-fas-satellite-dish\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Satellite 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<!-- \/module icon -->\n<!-- module text -->\n<div  class=\"module module-text tb_cnw1619   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Ground-satellite IoT data links \u2022 SE Asia connectivity \u2022 O-RAN aligned<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_a08b619 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_jybp619   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Space<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-none tb_col_count_2 tb_dng2987\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_dwe3987 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_6y5y987    icon_horizontal \" data-lazy=\"1\">\n\t\t\t<div class=\"module-icon-item\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<em class=\"tf_box\"\n\t\t\t\t\t\t\t\t\t\t\t\t style=\"background-color:#666;color:#ffffff\"\t\t\t\t\t><svg  class=\"tf_fa tf-fas-battery-half\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-battery-half\" xlink:href=\"#tf-fas-battery-half\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Explosion-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<!-- \/module icon -->\n<!-- module text -->\n<div  class=\"module module-text tb_9std987   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Safety-critical LFP tech for commercial and industrial EV \u2022 thermal runaway prevention<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_h1y7987 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_zc8f987   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>EV &amp; energy<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-none tb_col_count_2 tb_9hji126\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_mogp126 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_m4oh126    icon_horizontal \" data-lazy=\"1\">\n\t\t\t<div class=\"module-icon-item\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<em class=\"tf_box\"\n\t\t\t\t\t\t\t\t\t\t\t\t style=\"background-color:#666;color:#ffffff\"\t\t\t\t\t><svg  class=\"tf_fa tf-fas-tower-broadcast\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-tower-broadcast\" xlink:href=\"#tf-fas-tower-broadcast\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Laser 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<!-- \/module icon -->\n<!-- module text -->\n<div  class=\"module module-text tb_334u126   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Free-space optical comms for satellite and terrestrial networks \u2022 Taiwan-manufactured<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_z2iq126 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_3ekv126   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>AI &amp; comms.<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n                <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_7km6158 tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_gl6p158 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_mflv684   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>What we look for<\/h5>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_to0h199 tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_4 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_883f199 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_vhw5569   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h6>Proven technology<\/h6>\n<p>Working product, early revenue, or government validation \u2014 we don&#8217;t fund pure R&amp;D at pre-revenue stage<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_0pdl652\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_q7n4652   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h6>Global market ambition<\/h6>\n<p>A clear thesis for why the company&#8217;s product has a US, European, or ASEAN market \u2014 not just a Taiwan story<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_wnlq103\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_qrl6103   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h6>Supply chain relevance<\/h6>\n<p>Sits within the CET-aligned sectors where Taiwan&#8217;s manufacturing and R&amp;D ecosystem creates a durable competitive advantage<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_hdtl271 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_itnu271   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h6>Operator-ready team<\/h6>\n<p>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<!-- \/module text -->        <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_ezij543 tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_atrh543 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_xdo1144   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Building something that fits?<\/h5>\n<p>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<!-- \/module text --><!-- module buttons -->\n<div  class=\"module module-buttons tb_1ytd604 buttons-horizontal solid  hide-mobile \" data-lazy=\"1\">\n        <div class=\"module-buttons-item tf_in_flx\">\n                        <a href=\"\/etsf1\/thesis\" class=\"ui builder_button tf_in_flx tb_default_color\" >\n                                                Read our thesis                                         <em><svg  class=\"tf_fa tf-ti-arrow-right\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-arrow-right\" xlink:href=\"#tf-ti-arrow-right\"><\/use><\/svg><\/em>                            <\/a>\n                <\/div>\n            <\/div>\n<!-- \/module buttons -->\n<!-- module buttons -->\n<div  class=\"module module-buttons tb_gxip164 buttons-horizontal solid  hide-desktop hide-tablet hide-tablet_landscape  buttons-fullwidth\" data-lazy=\"1\">\n        <div class=\"module-buttons-item tf_in_flx\">\n                        <a href=\"\/etsf1\/thesis\" class=\"ui builder_button tf_in_flx tb_default_color\" >\n                                                Read our thesis                                         <em><svg  class=\"tf_fa tf-ti-arrow-right\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-arrow-right\" xlink:href=\"#tf-ti-arrow-right\"><\/use><\/svg><\/em>                            <\/a>\n                <\/div>\n            <\/div>\n<!-- \/module buttons -->\n        <\/div>\n                        <\/div>\n        <\/div>\n        <\/div>\n<!--\/themify_builder_content-->","protected":false},"excerpt":{"rendered":"<p>Portfolio Companies we back at the intersection of Taiwan&#8217;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&#8217;s operator network to accelerate global market entry. Every company in the portfolio has a clear path to either a US market, a European [&hellip;]<\/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":"<h5>Portfolio<\/h5> <h3>Companies we back at the intersection of Taiwan's deep-tech ecosystem and global markets<\/h3> <p>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<h1>3<\/h1> <p>Featured companies<\/p>\n<h1>5+<\/h1> <p>Pipeline targets<\/p>\n<h1>4<\/h1> <p>Sectors covered<\/p>\n<h1>$5M<\/h1> <p>Max ticket size<\/p>\n<h5>Sectors<\/h5> <p>Filter by <\/p>\n<h5>Featured Investments<\/h5>\n<h4>DHS Innovation Technology<\/h4> <p><b>IC-2025-M009 \u2022 Approved<\/b><\/p> <p>\u5927\u5408\u65b0\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8 \u2022 DHS Innotech<\/p> <p>Taiwan,\u00a0Defense materials<\/p> <p>Taiwan's only vertically integrated UHMWPE (Ultra-High Molecular Weight Polyethylene) fiber manufacturer \u2014 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.<\/p> <ul> <li>UHMWPE fiber<\/li> <li>Ballistic protection<\/li> <li>Defense materials<\/li> <li>Taiwan sovereign supply<\/li> <li>ISO 9001 \u2022 ISO 27001<\/li> <\/ul>\n<h4>\u5929\u6df5\u5be6\u696d \u2022 Tian Yuan<\/h4> <p><strong>Infrared Thermal Imaging \u2022\u00a0Series A \u2022\u00a0Taiwan<\/strong><\/p> <p>Founded 2015, Restructured 2021\u00a0<\/p> <p>Taiwan's only vertically integrated LWIR thermal sensor manufacturer \u2014 targeting a $7.9B global market accelerated by de-Sinicization, drone proliferation, and new U.S. pedestrian AEB mandates.<\/p>\n<h4>\u8086\u4f73\u79d1\u6280 \u2022 Asgard IC<\/h4> <p><strong>Enterprise AI \u2022 SaaS<\/strong><\/p> <p>Seed \/ Pre-A, Taiwan, Conditional Investment<\/p> <p>Founded Nov 2024, Product live Jun 2025<\/p> <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<h4>JMEM TEK<\/h4> <p><strong>Hardware Security IP \u2022 Taiwan<\/strong><\/p> <p>Seed Stage<\/p> <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<h4>DEUVtek Co. Ltd.<\/h4> <p><strong>Laser Innovations for Advanced Packaging<\/strong><\/p> <p>Active \u00b7 Pre-A<\/p> <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> <p>Stage :\u00a0Pre-A<\/p>\n<h4>iAutonomy<\/h4> <p><strong>Building Trusted UxV Foundries for Democratic Partners<\/strong><\/p> <p>Active \u00b7 Series A<\/p> <p>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 \u2014 enabling rapid scaling across the global UxV industry while maintaining capital efficiency.<\/p> <p>Stage : Series A<\/p>\n<h4>ORBITAL Composites<\/h4> <p>Robotic factories for the most technologically advanced composite products<\/p> <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> <p>$3.7M<br>Revenue 2017\u20132022<\/p> <p>300%+<br>YoY revenue growth<\/p> <p>$5.2M<br>Order backlog (2023)<\/p>\n<h4>HCC<\/h4> <p><strong>Healthcare \u00b7 Laife AI PaaS<\/strong><\/p> <p>Growth Stage \u00b7 Seeking Investment<\/p> <p>AI-powered medical &amp; long-term care ecosystem \u2014 the Airbnb model for healthcare<\/p> <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> <p>$65M<br>Current revenue (profitable)<\/p> <p>119+<br>Long-term care facilities<\/p> <p>20K+<br>Patients served<\/p> <p>$500M+<br>Current valuation floor<\/p>\n<h4>oxmiq<\/h4> <p>Architecting atoms to agents \u00b7 10x more efficient AI infrastructure<\/p> <p>Unified GPU architecture that scales from edge AI to Zetta-scale supercomputers \u2014 built by Silicon Valley's most decorated semiconductor veterans<\/p> <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> <p>$3.5T<\/p> <p>AI compute TAM by 2030<\/p> <p>10x<br>Cost reduction vs today's GPUs<\/p> <p>450+<br>Press articles, 250M reach<\/p>\n<h5>Pipeline \u2014 additional investment targets<\/h5> <p>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<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-code\" xlink:href=\"#tf-fas-code\"><\/use><\/svg><\/em> IC Design EDA SaaS Platform\n<p>Cloud EDA tooling for Taiwan IC design houses \u00b7 reduces upfront capex<\/p>\n<p>Semiconductors<\/p>\n<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-brain\" xlink:href=\"#tf-fas-brain\"><\/use><\/svg><\/em> AI Virtual Cloud Data Center\n<p>GPU infrastructure for AI workloads \u2022 Taiwan-based \u2022 targeting US enterprise<\/p>\n<p>AI &amp; manufacturing<\/p>\n<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-satellite-dish\" xlink:href=\"#tf-fas-satellite-dish\"><\/use><\/svg><\/em> Satellite IoT Infrastructure Co.\n<p>Ground-satellite IoT data links \u2022 SE Asia connectivity \u2022 O-RAN aligned<\/p>\n<p>Space<\/p>\n<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-battery-half\" xlink:href=\"#tf-fas-battery-half\"><\/use><\/svg><\/em> Explosion-Proof Lithium Iron Battery Core\n<p>Safety-critical LFP tech for commercial and industrial EV \u2022 thermal runaway prevention<\/p>\n<p>EV &amp; energy<\/p>\n<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-tower-broadcast\" xlink:href=\"#tf-fas-tower-broadcast\"><\/use><\/svg><\/em> Laser Optical Communication Equipment\n<p>Free-space optical comms for satellite and terrestrial networks \u2022 Taiwan-manufactured<\/p>\n<p>AI &amp; comms.<\/p>\n<h5>What we look for<\/h5>\n<h6>Proven technology<\/h6> <p>Working product, early revenue, or government validation \u2014 we don't fund pure R&amp;D at pre-revenue stage<\/p>\n<h6>Global market ambition<\/h6> <p>A clear thesis for why the company's product has a US, European, or ASEAN market \u2014 not just a Taiwan story<\/p>\n<h6>Supply chain relevance<\/h6> <p>Sits within the CET-aligned sectors where Taiwan's manufacturing and R&amp;D ecosystem creates a durable competitive advantage<\/p>\n<h6>Operator-ready team<\/h6> <p>Founders who can execute in multiple geographies \u2014 or who are explicitly looking for a partner to navigate that complexity with them<\/p>\n<h5>Building something that fits?<\/h5> <p>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<a href=\"\/etsf1\/thesis\" > Read our thesis <em><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-arrow-right\" xlink:href=\"#tf-ti-arrow-right\"><\/use><\/svg><\/em> <\/a>\n<a href=\"\/etsf1\/thesis\" > Read our thesis <em><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-arrow-right\" xlink:href=\"#tf-ti-arrow-right\"><\/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":68,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/115\/revisions"}],"predecessor-version":[{"id":568,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/115\/revisions\/568"}],"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}]}}