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

TechChain Insights: Call with ChipMOS, Memory and Display Markets Color

TechChain Insights: Q&A with TSMC Supplier Kinik; Diamond Capex Implies Industry Strength Visibility

TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing

Silicon Motion Memory Readthrough: NAND Flash to Remain In Shortage; Up-Cycle to Persist

ChipMOS Industry View: Display Downturn Rebounding, Memory Delayed, Guidance Proving Prescient

ChipMOS: Semiconductor Packaging & Testing Signs of Recovery, Cheap Through Cycle

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>ChipMOS Margin Rebound Sputters, Guidance Implies Margins Could Remain Under Pressure</li>
<li>Valuation Appears Precarious In Light of Latest Results and Guidance</li>
<li>Valuation Appears Precarious In Light of Latest Results and Guidance</li>
</ul>


ChipMOS Margin Rebound Sputters, Guidance Implies Margins Could Remain Under Pressure
Valuation Appears Precarious In Light of Latest Results and Guidance
Valuation Appears Precarious In Light of Latest Results and Guidance


ChipMOS: Valuation at Risk Given Latest Results; Short Interest Shows Sentiment Has Room to Shift

Chipmos Technologies

ChipMOS: Valuation at Risk Given Latest Results; Short Interest Shows Sentiment Has Room to Shift