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: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways

Taiwan Dual-Listings Monitor: TSMC & UMC Spreads Higher After Taiwan Market Holiday

TSMC: New Signals Underscore N2’s Rise as a Blockbuster Node

Mediatek Rising in Smartphones and Beyond - Q1 Market Share, Nvidia Partnership, TSMC Node Advantage

MTK 2Q25: Inline but Positive One-Off. Weak 3Q with Revenue Decline QoQ and Margins Compression.

MediaTek (2454.TT): 3Q25 Outlook Is Expected to Decline by Approximately 0–6%.

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>Starlink’s Direct-to-Phone Semiconductor Integration Push Signals a Major Shift Coming for Telecom</li>
<li>Direct-To-Satellite Connectivity Could Become Critical for a Market-Competitive Smartphone SoC Design</li>
<li>Leadership in Satellite Connectivity Will Soon Mean Leadership in Smartphone SoCs</li>
</ul>


Starlink’s Direct-to-Phone Semiconductor Integration Push Signals a Major Shift Coming for Telecom
Direct-To-Satellite Connectivity Could Become Critical for a Market-Competitive Smartphone SoC Design
Leadership in Satellite Connectivity Will Soon Mean Leadership in Smartphone SoCs


MediaTek: Satellite Connectivity the Next Strategic Battleground for Mobile SoCs (Structural Long)

Mediatek Inc

MediaTek: Satellite Connectivity the Next Strategic Battleground for Mobile SoCs (Structural Long)