Managing Director, Zero One, Zero One

Vincent Fernando, CFA

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

Managing Director, Zero One

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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 ultra-low-power chip is moving from co-processor to main processor in wearables; Ambiq says customers already adopt Apollo5 as the primary system processor. </li>
<li>Voice is the first generative AI workload that fits within a wearable's power budget, and on-device video analysis is a full silicon generation behind it. </li>
<li>Chips are now chosen on total system power including software and AI models, which is why edge silicon vendors increasingly ship their own developer stacks.</li>
</ul>


The ultra-low-power chip is moving from co-processor to main processor in wearables; Ambiq says customers already adopt Apollo5 as the primary system processor. 
Voice is the first generative AI workload that fits within a wearable's power budget, and on-device video analysis is a full silicon generation behind it. 
Chips are now chosen on total system power including software and AI models, which is why edge silicon vendors increasingly ship their own developer stacks.


TechChain Insights Q&A: Chip Designer Ambiq Seeing New Processor Paradigm Emerging in Wearables