With the global semiconductor landscape undergoing major realignment and the explosive rise of AI, 2025 is widely seen as a pivotal year for the convergence of AI and semiconductor technologies. In response to this momentum, JC Capital hosted its 2025 Wisdom Capital L.P. Annual Investor Meeting this May in Fukuoka, Japan, reaffirming our commitment to bridging Taiwan’s supply chain capabilities with global innovation resources.
The event was led by CEO Jim Chen, CFO Karin Huang, Partner Chang-Chi Hsu and Partner Rahul Agarwal, who shared the firm’s latest investment milestones and strategic outlook. In addition to keynote addresses by leading industry figures, the summit witnessed the signing of three Memorandums of Understanding (MOUs) between portfolio and strategic partner companies, marking a new chapter of cross-border collaboration in the AI and semiconductor sectors.
60% of Portfolio Companies Expected to Go Public by 2026
As of Q1 2025, JC Capital has completed investments in 19 innovative startups. Among them, 6 companies successfully entered the public markets in 2024, with 9 expected to be publicly listed by the end of 2025—representing 45% of the entire portfolio.
Looking ahead, JC Capital anticipates that 60% of its portfolio companies will be publicly traded by 2026. The firm also projects a portfolio-wide Internal Rate of Return (IRR) of 56% by the end of 2025, underscoring the team’s strategic foresight and execution capabilities in aligning capital with industry value chains.
Taiwan-Japan Alliance: Deepening Supply Chain Integration and Long-Term Collaboration
A key theme of this year’s summit centered on “With the Rise of Regional Manufacturing Trends, How Taiwan and Japan Redefine Their Strategic Partnership in the Semiconductor Supply Chain” We were honored to welcome three distinguished industry leaders—Patrick Lee, Chairman of TASC Group; Thomas Hsieh, CEO of KINIK Company; and Po-Wei Sung, General Manager of TONO Corporation—to share their perspectives.
Each speaker explored the evolving dynamics of cross-border collaboration from the lenses of supply chain integration, joint technology development, and market expansion. Emphasizing mutual prosperity, they underscored the importance of strengthening long-term partnerships between Taiwan and Japan in an era of increasing geopolitical complexity.
Agentic AI Poised to Reshape Industry Landscapes
The summit also spotlighted the future of Agentic AI—an emerging paradigm in artificial intelligence that empowers systems with autonomous decision-making and adaptive capabilities.
We were privileged to feature two visionary speakers: Diomedes Kastanis, CTO of Microsoft APAC and Advisor to ThinkAR, and Sangeet Kumar, Co-Founder and CEO of Addverb Technology.
Their keynotes explored how Agentic AI is set to transform industries and daily life—from enterprise digital transformation and edge computing to collaborative robotics. Their insights offered not only a forward-looking perspective on intelligent system integration, but also a compelling vision for how Agentic AI will fundamentally reshape the way we live and work in the years ahead.
Strategic MOUs Signal Cross-Border AI and Hardware Collaboration
JC Capital also proudly witnessed the signing of three strategic Memorandums of Understanding (MOUs) during the summit, underscoring the commercial potential unlocked by the convergence of AI and hardware innovation. The partnerships include:
- ULSee and APT: Collaborating on AI infrastructure and advanced thermal management solutions.
- EFC and HOYTEK: Advancing innovations in panel-level packaging (PLP) and through-glass via (TGV) technologies.
- Addverb and Neuchips: Combining robotics and Edge AI chip expertise to co-develop next-generation intelligent automation solutions.
JC Capital: Bridging Asia’s Innovation Trends with the Global Value Chain
Looking ahead, JC Capital remains committed to connecting high-potential startups with global innovation resources. By mobilizing capital, technology, and talent across borders, we aim to realize our long-term vision at the intersection of AI and hardware innovation.
As a strategic bridge across the global hardware value chain, JC Capital will continue to drive forward regional collaboration and accelerate Asia’s influence in the next wave of deep tech advancement.