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: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs

Intel Results #1 Take-Away: Major Readthrough for PC Upgrade Cycle and Edge AI

Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave

PC Monitor: Asustek Preparing for AI PC Upgrade Wave, Volume Sales in 3Q24

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>Intel's upcoming Meteor Lake family of chips will include a new specific component specifically for running AI processes locally on PCs.</li>
<li>Meteor Lake will enable mass market adoption of AI PCs by providing a platform for developers to create more advanced AI PC applications than are currently possible.</li>
<li>Meteor Lake's launch could start by end-October. Intel's Innovation conference September 19-20th will likely add visibility. Intel's potential supports a Long thesis for Taiwan's PC supply chain.</li>
</ul>


Intel's upcoming Meteor Lake family of chips will include a new specific component specifically for running AI processes locally on PCs.
Meteor Lake will enable mass market adoption of AI PCs by providing a platform for developers to create more advanced AI PC applications than are currently possible.
Meteor Lake's launch could start by end-October. Intel's Innovation conference September 19-20th will likely add visibility. Intel's potential supports a Long thesis for Taiwan's PC supply chain.


Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs

Intel Corp

Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs