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 Reportedly Bests Broadcom for Meta Custom Chip Win; Semi Key Indicators

Taiwan Dual-Listings Monitor: TSMC Spread Short Setup, ASE ADR at Historically Rare Discount

TechChain Insights: Taiwan’s Battery Cell Moment? USA & EU Supply Chain Under Strategic Pressure

SK Hynix: Good 2Q, Positive Messages but No 2026 Guidance Means that Market’s Doubts Will Remain

Memory Monitor: Micron Reinforces AI Memory Tailwinds, But Broader Supply Chain Recovery Gradual

Memory Monitor: Nanya Tech Soared on DRAM Recovery and Custom HBM News

HBM Should Be as Attractive an Investment as Nvidia or TSMC but the Stocks Don’t Show That

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>From Cycles to Systems: Memory's Pivot to Strategic AI Infrastructure</li>
<li>SK Hynix Leads in HBM4 Execution Thus Far; But How This Next HBM Advancement is Carved Up Remains to Be Seen</li>
<li>Conclusion: Memory Market Becoming Less Commoditized and More Specialized into Advanced Categories</li>
</ul>


From Cycles to Systems: Memory's Pivot to Strategic AI Infrastructure
SK Hynix Leads in HBM4 Execution Thus Far; But How This Next HBM Advancement is Carved Up Remains to Be Seen
Conclusion: Memory Market Becoming Less Commoditized and More Specialized into Advanced Categories


Memory Monitor: SK Hynix Vs. Micron -- Different Speeds & Focus, Same Structural Shift