Focused on Five Strategic Industries
We start from industry research and position along the key links of the value chain in each segment, balancing certainty and growth to build a mutually reinforcing portfolio.
Artificial Intelligence & Core Infrastructure
Large models are driving structural growth in compute demand. We invest along the “chips – packaging – cooling – cloud platform” chain, balancing hardware visibility with the ecosystem value of platform companies.
- Domestic compute and supply-chain independence
- Rising adoption of liquid cooling in data centres
- Faster commercialisation of large models
Energy Transition & Green Technology
The global energy transition has entered a phase driven by “grid + storage”. We focus on platform companies with cost leadership and proven international expansion.
- New power systems and UHV transmission build-out
- Rapid growth in installed storage capacity
- Emerging clean-energy demand in Southeast Asia
Biopharma & AI-Enabled Healthcare
AI is shortening drug-discovery cycles while localisation of high-end medical devices continues. A combination of “innovative drugs + AI pharma + advanced devices” reduces single-pipeline risk.
- AI-driven drug discovery
- Global out-licensing of innovative drugs
- Localisation of high-end medical devices
Defense Technology & Cybersecurity
Digitalisation drives resilient growth in security spending, and demand for critical-infrastructure protection and high-reliability connectors remains steady. We prioritise order visibility and technology barriers.
- Critical-infrastructure and data-security regulation
- Domestic IT substitution
- Demand for high-reliability interconnects
Supply-Chain Restructuring & Advanced Manufacturing
Global supply chains are moving to a “China + N” model, and manufacturing upgrades in Southeast Asia are creating demand for equipment and industrial software. We invest in CNC systems, machine tools, process automation, EDA and warehouse robotics.
- Manufacturing relocation to Southeast Asia
- Industrial software independence
- Smart warehouse automation