Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years experience researching capital markets across Asia and the USA.

Managing Director, Zero One

TechChain Insights Q&A: ARM's Only Listed Rival - Powering Meta and Taiwan's AI Cycle - Andes (6533 TT)

Arm Q4 FY2026: Record Quarter, $2 Billion AGI CPU Pipeline But Soft Guidance Stings After Hours

TechChain Insights Q&A: Inside TSMC, Intel and SMIC's Advanced-Node Pipeline - M31 (6643 TT)

TechChain Insights: Himax (HIMX) Q&A — Automotive Display Dominance Meets Edge AI and Photonics

TechChain Insights Q&A: Legacy DRAM Squeeze -- How AI's Capacity Grab Is Reshaping the Memory Market

Ambiq Micro, Inc. (AMBQ): Semi-Conductor Surges, Upsized IPO Jumps 58% at Open

TSMC: Arm's Foundry Exclusivity Reinforces Advanced Node Dominance & Margins Stronger for Longer

Taiwan Dual-Listings Monitor: TSMC Premium Compresses; ASE and UMC Flip to Discount

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>
<a href="https://www.smartkarma.com/entities/ambiq-micro-inc" target="_blank" data-smartkarma-citation="entities:45451:1" rel="noopener">Ambiq Micro (AMBQ US)</a> guides &gt;$100M revenue in 2026 (~40% growth), driven by existing  customer expansion, a new major wearables customer ramping to mass  production.</li>
<li>New Atomiq AI SoC (built w/ 12nm TSMC production) targets 2027 production, expanding Ambiq's addressable market into smart glasses, medical devices, and advanced edge AI.</li>
<li>Patented SPOT platform powers 290M+ devices; no competitor has yet replicated Ambiq's unique subthreshold low-power operations for semiconductors, creating deep moat reinforced by software ecosystem switching costs.</li>
</ul>



Ambiq Micro (AMBQ US) guides &gt;$100M revenue in 2026 (~40% growth), driven by existing  customer expansion, a new major wearables customer ramping to mass  production.
New Atomiq AI SoC (built w/ 12nm TSMC production) targets 2027 production, expanding Ambiq's addressable market into smart glasses, medical devices, and advanced edge AI.
Patented SPOT platform powers 290M+ devices; no competitor has yet replicated Ambiq's unique subthreshold low-power operations for semiconductors, creating deep moat reinforced by software ecosystem switching costs.


TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TechChain Insights Q&A: Ambiq Micro (AMBQ US) — Ultra-Low-Power Pioneer Betting Big on Edge AI