Taiwan Supply Chain for Deep Tech

Our focus · Supply chain & semiconductors

From silicon to shipped hardware, through Taiwan.

Most of the world's advanced chips and a deep bench of display, board and assembly houses sit on one island. We know it layer by layer, and we know which houses will take a first order from a foreign team.

Silicon

Foundry and design-house strategy: dual-foundry questions, node selection, and where capacity is actually constrained.

Displays & optics

Display technology strategy for automotive, and scouting across MicroLED, light-field and holographic optics.

Components & boards

Bill-of-materials review against real Taiwan capability: where the island is deep, where it is thin, and what has to come from elsewhere.

Build & ramp

Qualifying the houses that will quote low volume, then staying with you through quoting, first article and ramp.

Taiwan foundry and design-house strategy for a Korean AI-chip company, 2023–2024

Taiwan ecosystem research, including the other foreign semiconductor players on the island European automotive supplierActive display-technology strategy: value chain and partner shortlist

Taiwan display startup: our roadshow led to a proof of concept with Volkswagen

Inkjet-printed circuit boards: introductions to Porsche procurement, Audi and BMW

Introduced a portfolio company to Foxconn: strategic alliance and a board seat

How the work runs

The tier that will quote you is not the tier you have heard of.

Most supply-chain advice stops at the country, which is useless the moment you have a bill of materials. The ODMs everyone can name are built for volume: a first run of fifty units does not clear their minimum, and the enquiry dies in a mailbox. Underneath them sits a far deeper bench — hundreds of houses with the same equipment and no marketing department — who will quote that run if someone qualifies them, translates the spec, and vouches for the customer. That introduction is what we offer.

Access is not the same as availability. The question we help you answer is never "can we get in" — it is which layers will actually sell to a first-run foreign order, and which are allocated to someone else's order book for the next several quarters. Two of the ten are genuinely constrained right now. Knowing that before you commit a roadmap is worth more than a list of names.

What we offer

Bill-of-materials review against real Taiwan capability — where the island is deep, where it is thin, and where a part has to come from somewhere else entirely
Supplier qualification on the ground: capability, tolerances, quoting behaviour, and how a house handles a first-time foreign customer
Routing your BOM to the two or three partners who can hold it, with the spec translated and expectations set on both sides
Foundry and design-house strategy for silicon — dual-foundry questions, node selection, and where capacity is actually constrained
Support through quoting, first article and ramp, including the cross-cultural preparation Korean, Japanese and Taiwanese counterparts require

Who this is for

Foreign deep-tech startups with a funded round and a hardware roadmap that has reached Taiwan
AI silicon and accelerators, optics and photonics, sensing, power electronics, advanced materials
Corporates standing up a second supply base outside China

What you get

A layer-by-layer read on your own BOM, with the constrained items flagged before they become a schedule problem
Named, qualified counterparts — not a directory — and the meetings to go with them

Reference engagement

Rebellions

Taiwan foundry and design-house strategy for a Korean AI-chip company — the dual-foundry question, where capacity was actually constrained, node selection against the product roadmap, and access at low volume. Delivered 2023–2024 through Mosaic Venture Lab.

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Taiwan supply chain for deep-tech hardware