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 2NM Yield Jump Rumors; Seeing Taiwan's Starlink Alternative Firsthand in KS

Taiwan Dual-Listings Monitor: TSMC Spread at Short Level; UMC and CHT Short Interest Spikes

Taiwan Tech Weekly: Apple’s TSMC 2nm Power Move Beats Samsung; Himax Ascends with TSMC/Nvidia Halos

Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon

TechChain Insights: Call with Himax, How New In-Car Displays Can Quadruple Chip Content Per Vehicle

Himax Sees China Automotive Market Softening; AI Sensing and AI/HPC Optics Opportunities Expanding

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

Himax Technologies Inc Adr / Equity Bottom-Up

<ul>
<li>Last Week: Himax Buyback Program Announced; Likely a Strong Use of Cash</li>
<li>Himax Strengthening Automotive Display Leadership; Progress with Korea Display Companies</li>
<li>Himax LCOS Microdisplay Technology Deepening Entrenchment in Designs of Major AR Glasses Players -- Maintain Structural Long Rating.</li>
</ul>


Last Week: Himax Buyback Program Announced; Likely a Strong Use of Cash
Himax Strengthening Automotive Display Leadership; Progress with Korea Display Companies
Himax LCOS Microdisplay Technology Deepening Entrenchment in Designs of Major AR Glasses Players -- Maintain Structural Long Rating.


Himax: Buyback Program Lifts Shares; Auto Display Controllers, AR Displays & WLO for AI Progressing