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

<ul>
<li>Intel's upcoming Meteor Lake family of chips will include a new specific component specifically for running AI processes locally on PCs.</li>
<li>Meteor Lake will enable mass market adoption of AI PCs by providing a platform for developers to create more advanced AI PC applications than are currently possible.</li>
<li>Meteor Lake's launch could start by end-October. Intel's Innovation conference September 19-20th will likely add visibility. Intel's potential supports a Long thesis for Taiwan's PC supply chain.</li>
</ul>


Intel's upcoming Meteor Lake family of chips will include a new specific component specifically for running AI processes locally on PCs.
Meteor Lake will enable mass market adoption of AI PCs by providing a platform for developers to create more advanced AI PC applications than are currently possible.
Meteor Lake's launch could start by end-October. Intel's Innovation conference September 19-20th will likely add visibility. Intel's potential supports a Long thesis for Taiwan's PC supply chain.


Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul>
<li>Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.</li>
<li>Today it’s one of the best places to present cutting-edge research in circuit technology.</li>
<li>The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.</li>
</ul>


Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.
Today it’s one of the best places to present cutting-edge research in circuit technology.
The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.


VLSI Japan : It’s Better on the Backside

Taiwan Tech Focused Senior Analyst

Patrick Liao

<ul>
<li>Intel has reached an agreement with the U.S. government, under which Washington will invest $8.9bn for a 9.9% equity stake in the company.  </li>
<li>Intel benefits from the optics of government backing, which could help sentiment and prevent downside pressure on the stock in the short term, i.e. near-term optics positive, fundamentals unchanged. </li>
<li>TSMC’s Japan and Germany fabs were structured through co-investments and partnerships, with equity involvement only when tied to technology access (e.g., Sony CMOS JV). </li>
</ul>


Intel has reached an agreement with the U.S. government, under which Washington will invest $8.9bn for a 9.9% equity stake in the company.  
Intel benefits from the optics of government backing, which could help sentiment and prevent downside pressure on the stock in the short term, i.e. near-term optics positive, fundamentals unchanged. 
TSMC’s Japan and Germany fabs were structured through co-investments and partnerships, with equity involvement only when tied to technology access (e.g., Sony CMOS JV). 


Intel (INTC.US): Intel–U.S. Government Equity Deal: Implications and Industry Perspective

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Intel has agreed to convert US CHIPs Act funding (past &amp; future) &amp; Secure Enclave contracts into a 10% equity stake for the US Administration.</li>
<li>The equity stake will comprise 433.3 million primary shares of Intel common stock at a price of $20.47 per share, a roughly 16% discount to their market value yesterday</li>
<li>In his commentary on the deal, President Trump referred to Intel CEO Lip-Bu Tan as a victim, stating he came to the White House to save his job. Wow!</li>
</ul>


Intel has agreed to convert US CHIPs Act funding (past &amp; future) &amp; Secure Enclave contracts into a 10% equity stake for the US Administration.
The equity stake will comprise 433.3 million primary shares of Intel common stock at a price of $20.47 per share, a roughly 16% discount to their market value yesterday
In his commentary on the deal, President Trump referred to Intel CEO Lip-Bu Tan as a victim, stating he came to the White House to save his job. Wow!


Intel's Historic Agreement Or Moment Of Surrender?

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>SoftBank widens its AI bet with a $2B stake in Intel, suffers a 12% dip over two consecutive days.</li>
<li>Nvidia’s dominance has hyperscalers wary of lock-in. With Amazon and Microsoft building their chips, SoftBank’s move lands right as the market searches for alternatives.</li>
<li>Can Son replicate Intel’s historic design-fab alignment in AI, or would execution risk outweigh his ecosystem-diversification logic?</li>
</ul>


SoftBank widens its AI bet with a $2B stake in Intel, suffers a 12% dip over two consecutive days.
Nvidia’s dominance has hyperscalers wary of lock-in. With Amazon and Microsoft building their chips, SoftBank’s move lands right as the market searches for alternatives.
Can Son replicate Intel’s historic design-fab alignment in AI, or would execution risk outweigh his ecosystem-diversification logic?


Masa’s AI Double Down: Masterstroke or Misstep?

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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Intel Corp (INTC US)

Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs

Intel's Meteor Lake chip family will enable mass adoption of AI PCs and the company could become widely admired by the market again. This also...

Vincent Fernando, CFA

VLSI Japan : It’s Better on the Backside

If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...

Fabricated Knowledge

Intel (INTC.US): Intel–U.S. Government Equity Deal: Implications and Industry Perspective

U.S. government invests $8.9bn in Intel for 9.9% stake, boosting company sentiment and stock value in the short term- near-term optics positive,...

Patrick Liao

Intel's Historic Agreement Or Moment Of Surrender?

"I thought he was somewhat a victim but you know nobody's a total victim .He walked in wanting to keep his job and he ended up giving us $10...

William Keating

Masa’s AI Double Down: Masterstroke or Misstep?

SoftBank invests $2B in Intel for AI, faces stock drop. While the market seems to look for alternatives to Nvidia, Son's strategy is still...

Mint Finance

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs

Intel's Meteor Lake chip family will enable mass adoption of AI PCs and the company could become widely admired by the market again. This also...

Vincent Fernando, CFA

VLSI Japan : It’s Better on the Backside

If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...

Fabricated Knowledge

Intel (INTC.US): Intel–U.S. Government Equity Deal: Implications and Industry Perspective

​U.S. government invests $8.9bn in Intel for 9.9% stake, boosting company sentiment and stock value in the short term- near-term optics positive,...

Patrick Liao

Intel's Historic Agreement Or Moment Of Surrender?

"I thought he was somewhat a victim but you know nobody's a total victim .He walked in wanting to keep his job and he ended up giving us $10...

William Keating

Masa’s AI Double Down: Masterstroke or Misstep?

​SoftBank invests $2B in Intel for AI, faces stock drop. While the market seems to look for alternatives to Nvidia, Son's strategy is still...

Mint Finance

U.S. government invests $8.9bn in Intel for 9.9% stake, boosting company sentiment and stock value in the short term- near-term optics positive,...

SoftBank invests $2B in Intel for AI, faces stock drop. While the market seems to look for alternatives to Nvidia, Son's strategy is still...