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

Smartphone Market Grew 2% in 1Q25 with 2 Positives Boosters: Apple Restocking in US, China Subsidies

Taiwan Tech Weekly: TSMC U.S. Bet Pays Off; UMC & Faraday Step Up Next; Latest Mobile Shipments Data

Taiwan Dual-Listings Monitor: TSMC Premium at Mid-Range; Short Interest Highs for ASE & IMOS

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

MediaTek (2454.TT): 1Q25 Guidance Beats Consensus; Providing N2 Solution Starting from 2026.

Mediatek: A Lot of Good Things Ahead but the Stock Is a Bit Expensive

MediaTek (2454.TT): A Good Start in 1Q25; D9500 Launched After About 1H25; China Subsidy.

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 Stakes in the 6G Race: 100x Data Speeds &amp; AI-Driven Networks</li>
<li>Qualcom's Strategy vs. Mediatek's Gameplan to Win the 6G Battle -- Takeaways from MWC 2025 in Barcelona</li>
<li>Investment Takeaways: MediaTek vs. Qualcomm -- Maintain Structural Long for Mediatek but Qualcomm Could Offer Near-Term Relative Value Play</li>
</ul>


The Stakes in the 6G Race: 100x Data Speeds &amp; AI-Driven Networks
Qualcom's Strategy vs. Mediatek's Gameplan to Win the 6G Battle -- Takeaways from MWC 2025 in Barcelona
Investment Takeaways: MediaTek vs. Qualcomm -- Maintain Structural Long for Mediatek but Qualcomm Could Offer Near-Term Relative Value Play


MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy

Mediatek Inc

MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy