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Zero One

Zero One
Independent Investment Research

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17 May 2024 01:24

Taiwan Tech Weekly: All Eyes on Nvidia Results Next Week; Microsoft Copilot Edge AI To Be Showcased?

​Taiwan's earnings season is wrapping up but one of the most important companies for the market, Nvidia, is set to release results next week.

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15 May 2024 07:59

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

​Hon Hai anticipates significant growth in 2024E, especially in AI server market despite material shortages. Traditional server market rebounding,...

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14 May 2024 04:43

Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle

​Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...

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12 May 2024 23:38

Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon

​Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below...

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09 May 2024 04:56

Taiwan Dual-Listings: TSMC Spread Slumps Then Fully Rebounds; Shorts Spiking Ahead of IMOS Results

Potential trades to consider in TSMC and CHT. Notable surge in short interest right ahead of IMOS earnings today; with the shorts be proven right?

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