Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough

Taiwan Tech Weekly: How Apple Helped TSMC Become #1; Also Morris Chang Comments on TSMC ADR Premium

Memory Monitor: Is DeepSeek a Problem for SK Hynix & Micron's HBM DRAM Growth?

PC Monitor: Snapdragon’s Surge, AMD’s Gains, Intel’s Test; Long Asus & Dell

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Apple 1Q25 Results -- Overall Price-Supportive for Taiwan Supplier Share Prices When the Taiwan Market Re-Opens Monday</li>
<li>Why Zhen Ding Technology Holding (4958 TT) and Kinsus Interconnect Tech (3189 TT) Could Be in a Favorable Position Relative to Apple's AI Trajectory</li>
<li>Increasingly sophisticated Apple products require significantly more complex PCBs &amp; interconnect solutions, especially as advanced packaging has become a key enabler of high-performance computing.</li>
</ul>


Apple 1Q25 Results -- Overall Price-Supportive for Taiwan Supplier Share Prices When the Taiwan Market Re-Opens Monday
Why Zhen Ding Technology Holding (4958 TT) and Kinsus Interconnect Tech (3189 TT) Could Be in a Favorable Position Relative to Apple's AI Trajectory
Increasingly sophisticated Apple products require significantly more complex PCBs &amp; interconnect solutions, especially as advanced packaging has become a key enabler of high-performance computing.


Shenzhen Everwin Precision Technology Co (300115 CH)

Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open