01
Compute
Semiconductors, advanced packaging, memory, photonics and the equipment that expands intelligent-compute capacity.
Silicon / Memory / EquipmentPortfolio architecture
Built around the
economics of AI.
Our opportunity set spans the enabling technologies, infrastructure and applications that participate in the growth of machine intelligence across Asia.
Illustrative framework—not current holdings02
Infrastructure
Data centers, power systems, networking, cooling and the physical layers behind scalable AI deployment.
Data centers / Networks / Power03
Intelligence
Foundation models, vertical software, developer tooling and data products with durable distribution advantages.
Models / Software / Data04
Autonomy
Robotics, industrial automation, intelligent mobility and embodied systems that move AI into the physical economy.
Robotics / Mobility / IndustryConstruction lens
Exposure is shaped by dependencies, not labels.
A company may sit in one category while its economics depend on several others. We look through the portfolio to understand shared drivers, bottlenecks and hidden concentration.
TECHNOLOGYGEOGRAPHYLIQUIDITYPOLICYDP
Asia opportunity map
Compute leadership
Semiconductors · Components · Robotics
Scaled application
Models · Platforms · Intelligent manufacturing
Infrastructure build-out
Data centers · Energy · Digital services
Software velocity
AI services · Enterprise software · Developer ecosystems
Investor relations