Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years experience researching capital markets across Asia and the USA.

Managing Director, Zero One

Mediatek: 4Q25 Was Ok, 1Q26 Guidance Very Weak. AI Chip Revenue in '26 Lead to Expensive Valuation

TechChain Insights Q&A: Where Mediatek Partner Neuralspike Sees Edge AI Demand Right Now

Taiwan Tech Weekly: COMPUTEX Drives TSMC to Records, Then a US$1.3tn AI Selloff

Mediatek: Google Reportedly Dropping QCOM & Adopting Mediatek for Pixel 10 Modem; Structural Long

MediaTek (2454.TT): 1Q26 Rev Flat To -6% QoQ; Flagship Share Gains.

Mediatek 3Q25: Good News (ASIC Revenue) But Weak Margins Getting Weaker. Stock Not Attractive.

MediaTek (2454.TT): 4Q25 GM Eases on Mix; 2025 Record Revenue; 2026 AI Upswing Begins

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>
<strong>FY2025 revenue record, profit in-line with consensus.</strong> Connectivity business exceeded US$3bn as Wi-Fi 7 tripled and 5G modem doubled, signaling infrastructure buildout for edge AI.</li>
<li>GB10 partnership with NVIDIA positions MediaTek in the emerging personal AI hardware category as DGX Spark ships to developers and enterprises.</li>
<li>For investors, MediaTek offers diversified exposure to AI infrastructure buildout across edge and cloud, though near-term share price spike warrants patience.</li>
</ul>



FY2025 revenue record, profit in-line with consensus. Connectivity business exceeded US$3bn as Wi-Fi 7 tripled and 5G modem doubled, signaling infrastructure buildout for edge AI.
GB10 partnership with NVIDIA positions MediaTek in the emerging personal AI hardware category as DGX Spark ships to developers and enterprises.
For investors, MediaTek offers diversified exposure to AI infrastructure buildout across edge and cloud, though near-term share price spike warrants patience.


Mediatek: Emerging as the Picks-And-Shovels Play on Edge AI Infrastructure

Mediatek Inc

Mediatek: Emerging as the Picks-And-Shovels Play on Edge AI Infrastructure