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: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant

Taiwan Dual-Listings Monitor: TSMC Maintaining Strong Premium; UMC Headroom Continues to Decrease

Taiwan Tech Weekly: Nvidia Results Imminent; Apple IPhone 16 Reveal Date; Micron's Taiwan Expansion

Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings

Taiwan Tech Weekly: Tough Start for Nvidia and Apple Supply Chains; Asustek, Novatek Results Ahead

Hon Hai: Traditional Server Market Now Adding to AI Growth; Expects Market Share Gains in 2024E

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

Hon Hai Precision Industry / Equity Bottom-Up

<ul>
<li>Hon Hai's Latest Key Take Aways -- No Slowdown for AI Server or Mobile Demand Indicated</li>
<li>Zhen Ding -- Delivers Higher Than Expected 2Q24 Growth; No Indication of AI Server or Mobile Slowdown</li>
<li>Taiwan AI Supply Chain Names Have Lagged Nvidia's Massive Rebound Since August 9th</li>
</ul>


Hon Hai's Latest Key Take Aways -- No Slowdown for AI Server or Mobile Demand Indicated
Zhen Ding -- Delivers Higher Than Expected 2Q24 Growth; No Indication of AI Server or Mobile Slowdown
Taiwan AI Supply Chain Names Have Lagged Nvidia's Massive Rebound Since August 9th


Hon Hai & Zhen Ding Show No Major AI Slowdown; Taiwan AI Supply Chain Names Lag Nvidia's Rebound