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

Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices

Taiwan Tech Weekly: Mediatek Wins Google AI Chip from Broadcom; Hon Hai to Expand U.S. Production

Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts

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

Memory Monitor: Nanya Results Miss; Highlights Weakness in Non-AI Demand

Memory Monitor: Decoupling Trade Long SK Hynix Vs. Short Nanya Tech

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

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

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>Nanya Tech Soared in February on DRAM Recovery and Custom HBM News</li>
<li>Nanya’s Custom HBM Strategy &amp; the Positive DRAM Market Outlook</li>
<li>Memory Monitor Universe: SK Hynix &amp; Micron Still Have Strong FY2025E Expected Growth; Nanya Tech Still Negative</li>
</ul>


Nanya Tech Soared in February on DRAM Recovery and Custom HBM News
Nanya’s Custom HBM Strategy &amp; the Positive DRAM Market Outlook
Memory Monitor Universe: SK Hynix &amp; Micron Still Have Strong FY2025E Expected Growth; Nanya Tech Still Negative


メモリモニター: Nanya Tech が DRAM 回復とカスタム HBM ニュースで急上昇

Nanya Technology

メモリモニター: Nanya Tech が DRAM 回復とカスタム HBM ニュースで急上昇