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's New Chip Could Outperform Apple's; Samsung Beats TSMC, Wins Nintendo

TSMC Wafer Price Increase ~30-40% at Each Node (N2-A16-A14), that Will Eventually Limit Demand

Semiconductor Memory Q125 Review, Tariff & Tech Transition Impacts, HBM Outlook Etc.

PC 1Q25: 5% YoY Growth but Shipments Inflated Ahead of US Tariffs. Dream of a Refresh Cycle Continue

PC Monitor: Asus Results Warn of Coming Slowdown; PCs' Next Edge AI Shift

Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C

Mediatek Approaching Potential Share Catalyst at Computex Taiwan; Nvidia PC PC Announcement Expected

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

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HP Results Show Commercial PC Growth is Resilient, AI PC Penetration Expanding</li>
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Key Industry Outlook Perspective -- HP's ZGX AI Station with NVIDIA Chips Marks the True Arrival of AI PCs... Locally Run LLMs Signal a Step-Change for PC Capabilities</li>
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Remain Structurally Long PC Makers on AI PC Upgrade Cycle -- Emergence of New NVIDIA Blackwell-Powered Workstations Clarifying the Path for AI PCs to Deliver Step-Change Improvements in Value</li>
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HP Results Show Commercial PC Growth is Resilient, AI PC Penetration Expanding

Key Industry Outlook Perspective -- HP's ZGX AI Station with NVIDIA Chips Marks the True Arrival of AI PCs... Locally Run LLMs Signal a Step-Change for PC Capabilities

Remain Structurally Long PC Makers on AI PC Upgrade Cycle -- Emergence of New NVIDIA Blackwell-Powered Workstations Clarifying the Path for AI PCs to Deliver Step-Change Improvements in Value


PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

Hewlett Packard Co

PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches