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>
<a href="https://www.smartkarma.com/entities/ambiq-micro-inc" target="_blank" data-smartkarma-citation="entities:45451:1" rel="noopener">Ambiq Micro (AMBQ US)</a> guides &gt;$100M revenue in 2026 (~40% growth), driven by existing  customer expansion, a new major wearables customer ramping to mass  production.</li>
<li>New Atomiq AI SoC (built w/ 12nm TSMC production) targets 2027 production, expanding Ambiq's addressable market into smart glasses, medical devices, and advanced edge AI.</li>
<li>Patented SPOT platform powers 290M+ devices; no competitor has yet replicated Ambiq's unique subthreshold low-power operations for semiconductors, creating deep moat reinforced by software ecosystem switching costs.</li>
</ul>



Ambiq Micro (AMBQ US) guides &gt;$100M revenue in 2026 (~40% growth), driven by existing  customer expansion, a new major wearables customer ramping to mass  production.
New Atomiq AI SoC (built w/ 12nm TSMC production) targets 2027 production, expanding Ambiq's addressable market into smart glasses, medical devices, and advanced edge AI.
Patented SPOT platform powers 290M+ devices; no competitor has yet replicated Ambiq's unique subthreshold low-power operations for semiconductors, creating deep moat reinforced by software ecosystem switching costs.


TechChain Insights Q&A: Ambiq Micro (AMBQ US) — Ultra-Low-Power Pioneer Betting Big on Edge AI

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Apr 3rd. The aggregated short interest was USD32.4bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in CTBC Financial, Compeq Manufacturing, Cathay Financial, WinWay Technology, Nan Ya Plastics.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Apr 3rd. The aggregated short interest was USD32.4bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in CTBC Financial, Compeq Manufacturing, Cathay Financial, WinWay Technology, Nan Ya Plastics.


TWSE Short Interest Weekly (Apr 3rd): CTBC Financial, Compeq Manufacturing, Cathay Financial

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The TDIV index tracks the top 50 names on the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.</li>
<li>In this insight, we take a look at Quiddity's expectations for index changes and capping flows for the TDIV index for the June 2026 index rebal event.</li>
<li>As of the latest data, we expect 5 ADDs and 4 DELs and one-way flows of ~US$2.94bn, including capping effects. There are 5-7 other companies which could become ADDs. </li>
</ul>


The TDIV index tracks the top 50 names on the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.
In this insight, we take a look at Quiddity's expectations for index changes and capping flows for the TDIV index for the June 2026 index rebal event.
As of the latest data, we expect 5 ADDs and 4 DELs and one-way flows of ~US$2.94bn, including capping effects. There are 5-7 other companies which could become ADDs. 


Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Mar 27th. The aggregated holding was USD1,623.1bn.</li>
<li>We estimate that foreign flows to be outflows of USD3,369mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in TSMC, Compeq Manufacturing, MediaTek, Hon Hai Precision, King Yuan Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Mar 27th. The aggregated holding was USD1,623.1bn.
We estimate that foreign flows to be outflows of USD3,369mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Compeq Manufacturing, MediaTek, Hon Hai Precision, King Yuan Electronics.


TWSE Foreign Holding Weekly (Mar 27th): TSMC, Compeq Manufacturing, MediaTek, Hon Hai Precision

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Mar 27th. The aggregated short interest was USD32.8bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Nanya Technology, Winbond Electronics, King Yuan Electronics, Kinsus Interconnect Technology, Wan Hai Lines.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Mar 27th. The aggregated short interest was USD32.8bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Nanya Technology, Winbond Electronics, King Yuan Electronics, Kinsus Interconnect Technology, Wan Hai Lines.


TWSE Short Interest Weekly (Mar 27th): Nanya Technology, Winbond Electronics, King Yuan Electronics

Taiwan

Winbond Electronics Corporation designs, manufactures, and sells integrated circuits (IC) and related products.  The Company sells its products in Taiwan, the United States, and Hong Kong.

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

Winbond Electronics (2344 TT)

TechChain Insights Q&A: Ambiq Micro (AMBQ US) — Ultra-Low-Power Pioneer Betting Big on Edge AI

Ambiq Micro expects >$100M revenue in 2026, driven by customer expansion and new AI SoC targeting smart glasses and medical devices, with unique...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Apr 3rd): CTBC Financial, Compeq Manufacturing, Cathay Financial

We analyzed TWSE short interest report for the past week and highlighted short interest changes in CTBC Financial, Compeq Manufacturing, Cathay...

Ke Yan, CFA, FRM

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

There are many potential ADDs close to the cut-off rank of 35. The ranks have an inverse relationship with price in the TDIV selection process...

Janaghan Jeyakumar, CFA

TWSE Foreign Holding Weekly (Mar 27th): TSMC, Compeq Manufacturing, MediaTek, Hon Hai Precision

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Compeq Manufacturing, MediaTek, Hon Hai...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Mar 27th): Nanya Technology, Winbond Electronics, King Yuan Electronics

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Nanya Technology (2408 TT), Winbond Electronics...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TechChain Insights Q&A: Ambiq Micro (AMBQ US) — Ultra-Low-Power Pioneer Betting Big on Edge AI

​Ambiq Micro expects >$100M revenue in 2026, driven by customer expansion and new AI SoC targeting smart glasses and medical devices, with unique...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Apr 3rd): CTBC Financial, Compeq Manufacturing, Cathay Financial

We analyzed TWSE short interest report for the past week and highlighted short interest changes in CTBC Financial, Compeq Manufacturing, Cathay...

Ke Yan, CFA, FRM

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

There are many potential ADDs close to the cut-off rank of 35. The ranks have an inverse relationship with price in the TDIV selection process...

Janaghan Jeyakumar, CFA

TWSE Foreign Holding Weekly (Mar 27th): TSMC, Compeq Manufacturing, MediaTek, Hon Hai Precision

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Compeq Manufacturing, MediaTek, Hon Hai...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Mar 27th): Nanya Technology, Winbond Electronics, King Yuan Electronics

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Nanya Technology (2408 TT), Winbond Electronics...

Ke Yan, CFA, FRM

Ambiq Micro expects >$100M revenue in 2026, driven by customer expansion and new AI SoC targeting smart glasses and medical devices, with unique...