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

Micron's HBM. Multiple Billions Incoming..

Memory Monitor: Computex Showed Micron Leapfrog SK Hynix and Samsung; 'Boring' DRAM Could Now Hot Up

TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing

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>Data Centers -- Traditional Data Center Recovery Starting; In Addition to HBM Demand, SSD Memory Seeing Strength for AI Applications</li>
<li>PCs -- Upcycle to Accelerate "Late CY2024E", Driven by Windows 12 and End of Windows 10</li>
<li>Mobile Devices -- Moderate Growth in CY2024E; Potential for Smartphone Upgrade Cycle Acceleration</li>
</ul>


Data Centers -- Traditional Data Center Recovery Starting; In Addition to HBM Demand, SSD Memory Seeing Strength for AI Applications
PCs -- Upcycle to Accelerate "Late CY2024E", Driven by Windows 12 and End of Windows 10
Mobile Devices -- Moderate Growth in CY2024E; Potential for Smartphone Upgrade Cycle Acceleration


Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive

Micron Technology

Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive