{"id":8,"date":"2026-06-11T04:59:57","date_gmt":"2026-06-11T04:59:57","guid":{"rendered":"https:\/\/infiniocapital.com\/etsf1\/?page_id=8"},"modified":"2026-06-17T01:09:52","modified_gmt":"2026-06-17T01:09:52","slug":"home","status":"publish","type":"page","link":"https:\/\/infiniocapital.com\/etsf1\/","title":{"rendered":"Home"},"content":{"rendered":"<!--themify_builder_content-->\n<div id=\"themify_builder_content-8\" data-postid=\"8\" class=\"themify_builder_content themify_builder_content-8 themify_builder tf_clear\">\n                    <div  data-css_id=\"nir2257\" data-lazy=\"1\" class=\"module_row themify_builder_row fullwidth_row_container tb_nir2257 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_8ivo257 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_hur3510   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>Emerging Technologies Synergy Fund 1 \u00b7 Now investing<\/h4>\n<h1>Bridging Taiwan&#8217;s deep-tech ecosystem with global markets<\/h1>\n<h3>We invest in advanced technology companies at the intersection of US\u2013Asia supply chain realignment \u2014 semiconductors, space, EV, and AI manufacturing.<\/h3>\n    <\/div>\n<\/div>\n<!-- \/module text --><!-- module buttons -->\n<div  class=\"module module-buttons tb_alz07 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 red\" >\n                                                Explore our thesis                                        <\/a>\n                <\/div>\n            <\/div>\n<!-- \/module buttons -->\n<!-- module buttons -->\n<div  class=\"module module-buttons tb_s7t1352 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 red\" >\n                                                Explore our thesis                                        <\/a>\n                <\/div>\n            <\/div>\n<!-- \/module buttons -->\n        <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_d027689 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_spt1737 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_f0u9733   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Fund Size<\/h5>\n<h2>$20M<\/h2>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_vw0x738\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_jj49511   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Target IRR<\/h5>\n<h2>17%<\/h2>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_d5wd738\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_wvv0241   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Duration<\/h5>\n<h2>7yrs<\/h2>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_tobb304 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_lnt2113   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>First Close<\/h5>\n<h2>2024<\/h2>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_09kc519 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_vgrq519 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_8ajd584   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Investment thesis<\/h5>\n<h3>Four technology verticals driving the next decade of supply chain restructuring<\/h3>    <\/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_iwrg532\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_x2cd532 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_yyvn988   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><strong>Semiconductors<\/strong><br>Next-gen IC design, probe cards, advanced packaging<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_6jp1532\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_6b49215   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><strong>Aerospace &amp; Space<\/strong><br>Microsatellite systems, IoT infrastructure, payloads<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_b2j3532\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_mub6794   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><strong>EV &amp; Energy<\/strong><br>Vehicle design, battery materials, green energy<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-1 tb_mz85532 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_m8k3188   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><strong>AI &amp; Manufacturing<\/strong><br>HPC infrastructure, robotics, smart process equipment<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n        <!-- module buttons -->\n<div  class=\"module module-buttons tb_sdnd449 buttons-horizontal transparent  \" data-lazy=\"1\">\n        <div class=\"module-buttons-item tf_in_flx\">\n                        <a href=\"\/etsf1\/thesis\" class=\"ui builder_button tf_in_flx red\" >\n                                                Full 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  data-lazy=\"1\" class=\"module_row themify_builder_row tb_emd1869 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_zvf6869 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_7kk3869   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Featured portfolio<\/h5>\n<h3>Selected investment targets<\/h3>    <\/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_1 tb_ibzs869\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_mxsu869 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_wjrs214   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>oxmiq<\/h4>\n<p>Architecting atoms to agents \u00b7 10x more efficient AI infrastructure<\/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 tb_col_count_1 tb_dm99662\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_0byq662 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_o7mx662   \" 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>AI-powered medical &amp; long-term care ecosystem \u2014 the Airbnb model for healthcare<\/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 tb_col_count_1 tb_8v3t49\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_u6v049 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_nw2p49   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h4>ORBITAL\u00a0Composites<\/h4>\n<p>Robotic factories for the most technologically advanced composite products<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n        <!-- module buttons -->\n<div  class=\"module module-buttons tb_7a6k869 buttons-horizontal transparent  \" data-lazy=\"1\">\n        <div class=\"module-buttons-item tf_in_flx\">\n                        <a href=\"\/etsf1\/portfolio\/\" class=\"ui builder_button tf_in_flx red\" >\n                                                View all portfolio                                        <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  data-lazy=\"1\" class=\"module_row themify_builder_row tb_35a5439 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_sk1y439 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_wjft439   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>How we add value<\/h5>\n<h3>The Infinio effect \u2014 faster market verification<\/h3>    <\/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_1 tb_9sv9439\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_jo7b439 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_qnqr665    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-1\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-1\" xlink:href=\"#tf-fas-1\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>East-West Acceleration<\/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_cnro439   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Operations, BD support, and government network across N. America, Europe, Japan, and Korea<\/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 tb_col_count_1 tb_6wzq847\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_rtii847 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_k0g3847    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-2\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-2\" xlink:href=\"#tf-fas-2\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>West \u2192 East cost &amp; market boost<\/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_1jbq847   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>Access Asia&#8217;s supply chain, accelerate existing LP investment synergies, cross-regional returns<\/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 tb_col_count_1 tb_ocse147\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_5qwy147 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_e00w147    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-3\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-3\" xlink:href=\"#tf-fas-3\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>12\u201318 months earlier to market<\/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_nzhe147   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>20+ years of deal experience helps portfolio companies skip the missteps and validate faster<\/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_4660924 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_gd0u924 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_uy0l924   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h5>Partner network<\/h5>\n<h3>Industry, government, and financial relationships spanning six sectors<\/h3>    <\/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_1 tb_er9a924\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_itsf924 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_pkse924    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-rocket\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-rocket\" xlink:href=\"#tf-fas-rocket\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Space<\/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_ibn2924   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><span class=\"partner-pill\">SpaceX, <\/span><span class=\"partner-pill\">Intelsat, <\/span><span class=\"partner-pill\">OneWeb, <\/span><span class=\"partner-pill\">Taurus, <\/span><span class=\"partner-pill\">Rapidtek<\/span><\/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 tb_col_count_1 tb_xpko924\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_okcm924 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_xlan924    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-gears\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-gears\" xlink:href=\"#tf-fas-gears\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Manufacturing<\/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_uwrc924   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><span class=\"partner-pill\">Acer, <\/span><span class=\"partner-pill\">Quanta, <\/span><span class=\"partner-pill\">Qisda<\/span><\/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 tb_col_count_1 tb_ltg3924\">\n                <div  data-lazy=\"1\" class=\"module_column sub_column col-full tb_9lde924 first\">\n                    <!-- module icon -->\n<div  class=\"module module-icon tb_14n4924    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-building-flag\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-building-flag\" xlink:href=\"#tf-fas-building-flag\"><\/use><\/svg><\/em>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Government<\/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_wxdo924   \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p><span class=\"partner-pill\">NASA, <\/span><span class=\"partner-pill\">TASA, <\/span><span class=\"partner-pill\">ESA, <\/span><span class=\"partner-pill\">MOEA, <\/span><span class=\"partner-pill\">NARLabs<\/span><\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <\/div>\n        <!-- module buttons -->\n<div  class=\"module module-buttons tb_byim272 buttons-horizontal transparent  \" data-lazy=\"1\">\n        <div class=\"module-buttons-item tf_in_flx\">\n                        <a href=\"\/etsf1\/network\" class=\"ui builder_button tf_in_flx red\" >\n                                                Full network                                        <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>Emerging Technologies Synergy Fund 1 \u00b7 Now investing Bridging Taiwan&#8217;s deep-tech ecosystem with global markets We invest in advanced technology companies at the intersection of US\u2013Asia supply chain realignment \u2014 semiconductors, space, EV, and AI manufacturing.<\/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-8","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":"<h4>Emerging Technologies Synergy Fund 1 \u00b7 Now investing<\/h4> <h1>Bridging Taiwan's deep-tech ecosystem with global markets<\/h1> <h3>We invest in advanced technology companies at the intersection of US\u2013Asia supply chain realignment \u2014 semiconductors, space, EV, and AI manufacturing.<\/h3>\n<a href=\"\/etsf1\/thesis\" > Explore our thesis <\/a>\n<a href=\"\/etsf1\/\/thesis\" > Explore our thesis <\/a>\n<h5>Fund Size<\/h5> <h2>$20M<\/h2>\n<h5>Target IRR<\/h5> <h2>17%<\/h2>\n<h5>Duration<\/h5> <h2>7yrs<\/h2>\n<h5>First Close<\/h5> <h2>2024<\/h2>\n<h5>Investment thesis<\/h5> <h3>Four technology verticals driving the next decade of supply chain restructuring<\/h3>\n<p><strong>Semiconductors<\/strong><br>Next-gen IC design, probe cards, advanced packaging<\/p>\n<p><strong>Aerospace &amp; Space<\/strong><br>Microsatellite systems, IoT infrastructure, payloads<\/p>\n<p><strong>EV &amp; Energy<\/strong><br>Vehicle design, battery materials, green energy<\/p>\n<p><strong>AI &amp; Manufacturing<\/strong><br>HPC infrastructure, robotics, smart process equipment<\/p>\n<a href=\"\/etsf1\/thesis\" > Full 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<h5>Featured portfolio<\/h5> <h3>Selected investment targets<\/h3>\n<h4>oxmiq<\/h4> <p>Architecting atoms to agents \u00b7 10x more efficient AI infrastructure<\/p>\n<h4>HCC<\/h4> <p><strong>Healthcare \u00b7 Laife AI PaaS<\/strong><\/p> <p>AI-powered medical &amp; long-term care ecosystem \u2014 the Airbnb model for healthcare<\/p>\n<h4>ORBITAL\u00a0Composites<\/h4> <p>Robotic factories for the most technologically advanced composite products<\/p>\n<a href=\"\/etsf1\/portfolio\/\" > View all portfolio <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<h5>How we add value<\/h5> <h3>The Infinio effect \u2014 faster market verification<\/h3>\n<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-1\" xlink:href=\"#tf-fas-1\"><\/use><\/svg><\/em> East-West Acceleration\n<p>Operations, BD support, and government network across N. America, Europe, Japan, and Korea<\/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-2\" xlink:href=\"#tf-fas-2\"><\/use><\/svg><\/em> West \u2192 East cost &amp; market boost\n<p>Access Asia's supply chain, accelerate existing LP investment synergies, cross-regional returns<\/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-3\" xlink:href=\"#tf-fas-3\"><\/use><\/svg><\/em> 12\u201318 months earlier to market\n<p>20+ years of deal experience helps portfolio companies skip the missteps and validate faster<\/p>\n<h5>Partner network<\/h5> <h3>Industry, government, and financial relationships spanning six sectors<\/h3>\n<em style=\"background-color:#666;color:#ffffff\" ><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-fas-rocket\" xlink:href=\"#tf-fas-rocket\"><\/use><\/svg><\/em> Space\n<p>SpaceX, Intelsat, OneWeb, Taurus, Rapidtek<\/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-gears\" xlink:href=\"#tf-fas-gears\"><\/use><\/svg><\/em> Manufacturing\n<p>Acer, Quanta, Qisda<\/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-building-flag\" xlink:href=\"#tf-fas-building-flag\"><\/use><\/svg><\/em> Government\n<p>NASA, TASA, ESA, MOEA, NARLabs<\/p>\n<a href=\"\/etsf1\/network\" > Full network <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<h3>Ready to invest or partner?<\/h3> <p>We're actively investing in Ignition Fund 1. LP spots are limited.<\/p>\n<a href=\"#\" > <em><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-arrow-top-right\" xlink:href=\"#tf-ti-arrow-top-right\"><\/use><\/svg><\/em> LP Inquiry <\/a>\n<a href=\"#\" > <em><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-arrow-top-right\" xlink:href=\"#tf-ti-arrow-top-right\"><\/use><\/svg><\/em> LP Inquiry <\/a>","_links":{"self":[{"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/8","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=8"}],"version-history":[{"count":134,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/8\/revisions"}],"predecessor-version":[{"id":589,"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/pages\/8\/revisions\/589"}],"wp:attachment":[{"href":"https:\/\/infiniocapital.com\/etsf1\/wp-json\/wp\/v2\/media?parent=8"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}