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

Taiwan Tech Weekly: TSMC 1Q25 Results & The 2nm Frontline; Mediatek Vs. TSMC Valuation; PC 1Q25 Data

What TSMC’s 1Q25 Results Reveal About the Future of Chipmaking in the U.S. (Structural Long)

Taiwan Tech Weekly: TSMC U.S. Bet Pays Off; UMC & Faraday Step Up Next; Latest Mobile Shipments Data

TSMC. Full Steam Ahead Despite Tariff Threats & China Bans. For Now.

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>Faraday Top-Line Soars on CoWoS Chip Packaging Services Support Ramp -- 78% of MP Revenue Came from AI/HPC Applications</li>
<li>TSMC-Aligned Execution Enables Asset-Light Business Scaling for Faraday -- New Fabless OSAT Service is Highly Differentiated; Competitive Advantage</li>
<li>Outlook: Continued Very Strong Momentum into 2Q25 -- 1H25 Revenue Will Be Higher Than All of 2024</li>
</ul>


Faraday Top-Line Soars on CoWoS Chip Packaging Services Support Ramp -- 78% of MP Revenue Came from AI/HPC Applications
TSMC-Aligned Execution Enables Asset-Light Business Scaling for Faraday -- New Fabless OSAT Service is Highly Differentiated; Competitive Advantage
Outlook: Continued Very Strong Momentum into 2Q25 -- 1H25 Revenue Will Be Higher Than All of 2024


Faraday Technology’s Breakout: AI Packaging Demand Defying the Global Semiconductor Slowdown