Independent research · East Asia
Independent startup intelligence connecting founders, capital, and technology across Asia.
A comparison of PFN’s 15 principal product families and 12 organizations distinguishes vertical integration from diversification, examines ownership boundaries and regional alternatives, and tests whether shared technology connects to repeatable economics.
世界市場・主要企業の財務・日本企業の競争戦略・スタートアップ参入機会
From WSe₂ crystal growth and North Star's CVD architecture to 300 mm competition, switching costs, funding runway and venture economics.
MetAI（宇見智能）Deep tech從創辦故事與 MetGen 數位孿生技術出發，拆解工業場景生成、GPU 與交付成本、廣運與 Micron 案例、亞洲競爭及 VC 投資觀點。
Source-backed FY2026 financial review, cash conversion, valuation, Japan-based peers, founder history and a falsifiable Asian entry strategy. Full Japanese, English and Traditional Chinese.
MujinHardware & roboticsA trilingual, three-view study of the founders, product evidence, financing, competitors and Asian expansion. Includes 30 sources, Lean Canvas, a cash-benefit model and a 90-day validation plan.
SharpaHardware & robotics拆解 Sharpa 的創辦脈絡、靈巧手與致動器、觸覺模型、DQ 單店經濟及禾賽供應鏈利潤，結合 Lean Canvas 與 VC 投資觀點。
Startup directory
Japan
AI chips, compute infrastructure, foundation models and industrial applications.
Singapore
A wafer-scale 2D semiconductor equipment and process platform.
Taiwan
面向工業模擬、數位孿生與 Physical AI 的場景生成平台
Follow the research, market by market.
3 public research articles
3 companies7 public research articles
6 companies0 public research articles
0 companies2 public research articles
2 companies2 public research articles
2 companiesWhy East Asia, why now?
How does an idea become a business? Who adopts a new technology first? What changes when a company crosses a border? We study these questions through individual companies, not sweeping regional predictions.
We start with the founder and university communities closest to us. Studying industrial technology, software and customer needs side by side helps us ask better questions about both markets.
We want to understand how companies find early customers and expand beyond their home market. Local evidence matters more than a single story about the region.
Different languages, regulations and routes to market deserve individual attention. Cross-border relationships help young founders test assumptions rather than export them unchanged.
Our methodology
Start with the customer, the problem and the reasons this team might solve it. Do not assume access to founders or private company data.
Link to the public material behind an argument. Publication is not independent verification of every company claim.
Separate what a company says from what we think. AI can assist research, but it does not replace editorial judgment.
Use the Lean Canvas to expose assumptions about customers, distribution, revenue and costs.
State why a business could matter and what could invalidate that view. Research is not investment advice.
Date the evidence, name the gaps and distinguish facts, claims and inference. Revisit the thesis as new information appears.
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Founders, researchers, students, VC analysts and ecosystem partners: suggest a company, challenge a thesis or ask about contributing. Membership is invitation-only; start with a conversation.
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