Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Taiwan Tech Weekly: Leaked Mediatek Specs Spur Talk Of "Qualcomm Killer"'; TSMC on Track in Arizona

Taiwan Tech Weekly: Latest TSMC Pricing for Apple Supports Bullish Margin Case; SK Hynix's HBM Win

Taiwan Dual-Listings Monitor: TSMC Premium Near All-Time Highs; CHT Rare Discount Level

Mediatek's Advanced Product Strategy Showing Major Progress; Maintain Structural Long

Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough

MediaTek (2454.TT): D9400 Success Will Extend into 2025. Prepare to Re-Qualify IPad and IWatch.

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>Report -- Google Drops QCOM, Shifts to MediaTek for Pixel 10's 5G Modems</li>
<li>Strong "Double" Indication for Mediatek's Competitiveness -- Combined with Recent Reports that Mediatek Won Apple to Provide Modems for the Apple Watch</li>
<li>Mediatek's Opportunity to Deliver a Big Win for Google; Maintain Our Structural Long Rating for Mediatek.</li>
</ul>


Report -- Google Drops QCOM, Shifts to MediaTek for Pixel 10's 5G Modems
Strong "Double" Indication for Mediatek's Competitiveness -- Combined with Recent Reports that Mediatek Won Apple to Provide Modems for the Apple Watch
Mediatek's Opportunity to Deliver a Big Win for Google; Maintain Our Structural Long Rating for Mediatek.


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

Mediatek Inc

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