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 & Broadcom Exploring Intel Acquisition -- Implications

Profit Targets for TSMC (2330.TT) After Intel Acquisition Announcement

Taiwan Dual-Listings Monitor: TSMC Premium Eases Down; Massive Change in UMC Headroom

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

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>Himax 4Q24 Results Show Auto Display Surge -- Structural Growth Story Visible with Touch Panel Usage in Vehicles Soaring</li>
<li>China vs. the Rest of the World: Who’s Moving Faster? China Automakers Far Ahead in Display Sophistication</li>
<li>Himax on Co-Packaged Optics (CPO) -- A Critical New Technology for AI and HPC Processing</li>
</ul>


Himax 4Q24 Results Show Auto Display Surge -- Structural Growth Story Visible with Touch Panel Usage in Vehicles Soaring
China vs. the Rest of the World: Who’s Moving Faster? China Automakers Far Ahead in Display Sophistication
Himax on Co-Packaged Optics (CPO) -- A Critical New Technology for AI and HPC Processing


Himax Sees Chinese Automakers Far Ahead in Adopting Touch Displays; CoPackaged Optics Key for AI/HPC