Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

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

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>TSMC Results Tomorrow, Interest Will Be Elevated After Taiwan's Election Result</li>
<li>AI PC Availability Tight in Taipei? We Visited Taipei's Guanghua Consumer Electronics Market Over the Weekend</li>
<li>Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum Over the Past Year </li>
</ul>


TSMC Results Tomorrow, Interest Will Be Elevated After Taiwan's Election Result
AI PC Availability Tight in Taipei? We Visited Taipei's Guanghua Consumer Electronics Market Over the Weekend
Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum Over the Past Year 


Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Ambarella, Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Undeterred, the company maintains determination and concentration on strategic R&D priorities, emphasizing introducing an AI SoC and software portfolio targeting advanced AI inference workloads.</li><li>Confidence in the growth prospects for AI processors and software remains high, with the CV2 family of SoCs poised to lead the way out of the cyclical downturn and constitute a significant proportion of revenue in fiscal year 2025.</li></ul>

Ambarella, Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street.Undeterred, the company maintains determination and concentration on strategic R&D priorities, emphasizing introducing an AI SoC and software portfolio targeting advanced AI inference workloads.Confidence in the growth prospects for AI processors and software remains high, with the CV2 family of SoCs poised to lead the way out of the cyclical downturn and constitute a significant proportion of revenue in fiscal year 2025.

Ambarella Inc.: Ways They Are Innovating in AI – and What It Means for Investors! - Major Drivers

<ul><li>Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter.</li><li>Ambarella's blended ASP was over $12 and is on track to increase by nearly 20% from the previous quarter.</li><li>Ambarella started porting META's LLaMA 2 to the CV3-AD-High in the most recent quarter, and their team anticipates making chatbot demos accessible later this year.</li></ul>

Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter.Ambarella's blended ASP was over $12 and is on track to increase by nearly 20% from the previous quarter.Ambarella started porting META's LLaMA 2 to the CV3-AD-High in the most recent quarter, and their team anticipates making chatbot demos accessible later this year.

Ambarella Inc.: Sequential Business Expansion & Major Growth Drivers

<ul><li>Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>However, despite these headwinds, the company's Q1 results exceeded expectations.</li><li>The introduction of the CV3 platform marks a new phase in the development of the AI market for Ambarella.</li></ul>

Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings.However, despite these headwinds, the company's Q1 results exceeded expectations.The introduction of the CV3 platform marks a new phase in the development of the AI market for Ambarella.

Ambarella Inc.: A New AI Powerhouse? – Key Drivers

Equity Capital Markets

<ul><li>In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn.</li><li>Also, the content in the products of the customers continues to rise as it leveraged its historical success with optimized processing for high bandwidth sensing.</li><li>We provide the stock of Ambarella with a ‘Hold’ rating with a revision in the target price.</li></ul>

In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn.Also, the content in the products of the customers continues to rise as it leveraged its historical success with optimized processing for high bandwidth sensing.We provide the stock of Ambarella with a ‘Hold’ rating with a revision in the target price.

United States

Ambarella, Inc. manufactures high definition video compression and image processing semiconductors. The Company products are used in digital still cameras, camcorders, and video-enabled mobile phones.

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Ambarella Inc (AMBA US)

Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering

TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...

Vincent Fernando, CFA

Ambarella Inc.: Ways They Are Innovating in AI – and What It Means for Investors! - Major Drivers

Ambarella, Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street. Undeterred, the company maintains...

Baptista Research

Ambarella Inc.: Sequential Business Expansion & Major Growth Drivers

Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter. Ambarella's blended ASP was over $12 and is on track to...

Baptista Research

Ambarella Inc.: A New AI Powerhouse? – Key Drivers

Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings. However, despite these headwinds, the company's Q1...

Baptista Research

Ambarella Inc: Major Drivers

In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn. Also, the content in the...

Baptista Research

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52-week Range

Market Cap (USDm)

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Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering

​TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...

Vincent Fernando, CFA

Ambarella Inc.: Ways They Are Innovating in AI – and What It Means for Investors! - Major Drivers

Ambarella, Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street. Undeterred, the company maintains...

Baptista Research

Ambarella Inc.: Sequential Business Expansion & Major Growth Drivers

Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter. Ambarella's blended ASP was over $12 and is on track to...

Baptista Research

Ambarella Inc.: A New AI Powerhouse? – Key Drivers

Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings. However, despite these headwinds, the company's Q1...

Baptista Research

Ambarella Inc: Major Drivers

In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn. Also, the content in the...

Baptista Research

TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...