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) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>Mediatek Top Performer; Showcasing New AI Capabilities at the Mobile World Congress in Barcelona</li>
<li>Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On; Nanya Left Out?</li>
<li>Novatek (3034.TT): It Has Been Qualified by the IPhone 16 for OLED Driver IC</li>
</ul>


Mediatek Top Performer; Showcasing New AI Capabilities at the Mobile World Congress in Barcelona
Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On; Nanya Left Out?
Novatek (3034.TT): It Has Been Qualified by the IPhone 16 for OLED Driver IC


Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

<ul>
<li>Competition in the High Bandwidth Memory (HBM) space is intensifying; Micron shares have rallied after it announced HBM3e mass production; SK Hynix has outperformed since its earnings release.</li>
<li>Nvidia's H200, its most advanced chip for generative AI, leans heavily on HBM3e memory for its increased performance vs. the previous H100 generation. Memory leaders are key for Nvidia's success.</li>
<li>Taiwan's Nanya Tech appears to be watching HBM competition between Micron, SK Hynix, and Samsung from the sidelines; can its shares get back into the game?</li>
</ul>


Competition in the High Bandwidth Memory (HBM) space is intensifying; Micron shares have rallied after it announced HBM3e mass production; SK Hynix has outperformed since its earnings release.
Nvidia's H200, its most advanced chip for generative AI, leans heavily on HBM3e memory for its increased performance vs. the previous H100 generation. Memory leaders are key for Nvidia's success.
Taiwan's Nanya Tech appears to be watching HBM competition between Micron, SK Hynix, and Samsung from the sidelines; can its shares get back into the game?


Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On

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>NVIDIA Corporation reported a robust Q4 with significant year-on-year growth, marking a strong finish to the fiscal year 2024.</li><li>The company generated a 265% year-on-year increase in revenue, standing at $22.1 billion, exceeding the projected figure of $20 billion.</li><li>The fiscal 2024 revenue was $60.9 billion, a 126% increase from the previous year.</li></ul>

NVIDIA Corporation reported a robust Q4 with significant year-on-year growth, marking a strong finish to the fiscal year 2024.The company generated a 265% year-on-year increase in revenue, standing at $22.1 billion, exceeding the projected figure of $20 billion.The fiscal 2024 revenue was $60.9 billion, a 126% increase from the previous year.

NVIDIA Corporation: What Are The 3 Biggest Challenges That Could Halt Its Dream Run? - Major Drivers

Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Thematic (Sector/Industry)

<ul>
<li>Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.</li>
<li>The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.</li>
<li>Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.
The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.
Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chipping Away at the Semiconductor Market

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Debt Capital Markets

<ul><li>Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant player</li><li>Intel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14A</li><li>Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offerings</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant playerIntel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14AIntel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offeringsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

NVIDIA Corp (NVDA US)

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Vincent Fernando, CFA

Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On

Memory competition is intensifying with Micron and Samsung's latest HBM3e production announcements. Nvidia's GPUs lean heavily on performance...

Vincent Fernando, CFA

NVIDIA Corporation: What Are The 3 Biggest Challenges That Could Halt Its Dream Run? - Major Drivers

NVIDIA Corporation reported a robust Q4 with significant year-on-year growth, marking a strong finish to the fiscal year 2024. The company...

Baptista Research

Chipping Away at the Semiconductor Market

The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...

MAGELLAN - IN THE KNOW

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...

The Circuit

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

​Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Vincent Fernando, CFA

Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On

​Memory competition is intensifying with Micron and Samsung's latest HBM3e production announcements. Nvidia's GPUs lean heavily on performance...

Vincent Fernando, CFA

NVIDIA Corporation: What Are The 3 Biggest Challenges That Could Halt Its Dream Run? - Major Drivers

NVIDIA Corporation reported a robust Q4 with significant year-on-year growth, marking a strong finish to the fiscal year 2024. The company...

Baptista Research

Chipping Away at the Semiconductor Market

The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...

MAGELLAN - IN THE KNOW

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...

The Circuit

Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Memory competition is intensifying with Micron and Samsung's latest HBM3e production announcements. Nvidia's GPUs lean heavily on performance...