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

SK Hynix 3Q25: Another Stunning Quarter. More Upside in 2026.

SK Hynix Q325. HBM, DRAM, NAND All Sold Out Through 2026

Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs

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

Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices

Memory Monitor: The Sticky Era -- Memory’s Transition from Spot Pricing to Long-Cycle Commitments

KYEC (2449.TT): The Recent Upward Momentum in the Share Price Has Been Driven by Strong Fundamentals

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>Nanya Tech 3Q25: Rebounds to Profit Thanks to DDR4 Price Surge Windfall... But Underlying Structural Drivers Remain Unsteady</li>
<li>The World's DDR4 Shortage to Extends Pricing Spike Through 4Q25</li>
<li>Nanya Technology vs SK Hynix -- We Expect Relative Strength Ahead for SK Hynix Over Nanya Tech</li>
</ul>


Nanya Tech 3Q25: Rebounds to Profit Thanks to DDR4 Price Surge Windfall... But Underlying Structural Drivers Remain Unsteady
The World's DDR4 Shortage to Extends Pricing Spike Through 4Q25
Nanya Technology vs SK Hynix -- We Expect Relative Strength Ahead for SK Hynix Over Nanya Tech


Memory Monitor: Nanya Tech Indicates DRAM Price Spike to Persist Longer; SK Hynix Relative Trade