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

Global Semiconductor Sales Hit Record High Of $627.6 Billion in 2024. Where To Now?

Taiwan Dual-Listings Monitor: TSMC Spread Back to Extremes; ChipMOS Still High

Taiwan Tech Weekly: TSMC & Broadcom Exploring Intel Acquisition -- Implications

MediaTek (2454.TT): 1Q25 Guidance Beats Consensus; Providing N2 Solution Starting from 2026.

PC Monitor: Latest Qualcomm & Mediatek Results Show ARM-Based Chips Disrupting the PC Market

Mediatek: A Lot of Good Things Ahead but the Stock Is a Bit Expensive

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

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>OpenAI Joins the AI Chip Race -- Partnering with TSMC and Broadcom to Reduce Nvidia Reliance</li>
<li>TSMC January Revenue Rises 35.9% -- But Reduces 1Q25E Expectations Due to Quake Impact</li>
<li>Hon Hai Guides for 1Q25E Growth to Be Above Average and 'Strong'</li>
</ul>


OpenAI Joins the AI Chip Race -- Partnering with TSMC and Broadcom to Reduce Nvidia Reliance
TSMC January Revenue Rises 35.9% -- But Reduces 1Q25E Expectations Due to Quake Impact
Hon Hai Guides for 1Q25E Growth to Be Above Average and 'Strong'


Fitipower Integrated Technology (4961 TT)

Taiwan Tech Weekly: OpenAI Developing Alternative to Nvidia with TSMC; Hon Hai Guides Strong 1Q25E