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

NVIDIA Becomes The Latest To Back Intel's GoFundMe Appeal

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

NVIDIA'S Genius Partnership With OpenAI May Be About More Than You Think

Nanya July Revenue Soars 31% MoM As Micron Revises Current Quarter Guide Up >5%

Micron 3Q25 Beats by 13%, 4Q Guidance Beats by 14%. Consensus Forecasts for FY27 Too Low by 25-30%

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

Micron Q325 Earnings: NAND's Surprising Rebound While HBM Already @$6 Billion Annual Run Rate.

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>The Industry Is Moving From Cyclical Volatility Into a Sticky Pricing Era.</li>
<li>Why Memory Pricing is Becoming Sticky. -- HBM Memory is Hard to Swap Out Once Designed Into a GPU Product.</li>
<li>Investment View: Entering Memory's Sticky Pricing Era -- Structurally Long Micron &amp; SK Hynix; Underperform for Nanya Tech.</li>
</ul>


The Industry Is Moving From Cyclical Volatility Into a Sticky Pricing Era.
Why Memory Pricing is Becoming Sticky. -- HBM Memory is Hard to Swap Out Once Designed Into a GPU Product.
Investment View: Entering Memory's Sticky Pricing Era -- Structurally Long Micron &amp; SK Hynix; Underperform for Nanya Tech.


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

Micron Technology

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