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: SemiQA's Analog Chips Cut Power Usage by 90% and Use Non-TSMC Mature Node Fabs

Foxconn's Huge EV Bet Pays Off: Key Mitsubishi Win Could Spark Additional Automaker Deals to Come

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

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

AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers

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

Hon Hai Precision Industry / Equity Bottom-Up

<ul>
<li>Mike Sayre previously co-founded KABAM Robotics, the Singapore-founded autonomous-robot business that operates as the advanced-engineering arm of Taiwan-listed PATEC Group (Patec Precision Industry (2236 TT)).</li>
<li>For Physical AI, the missing layer is a tactile-force data engine, not more compute. Billions are flowing into vision-only training, but high-fidelity interaction-force data that vision-language-tactile models need is scarce.</li>
<li>Taiwan already dominates the mechanical layers a robot needs to move and act. The sim-to-real gap is widest on contact physics -- sensors for material compliance, friction, and tactile feedback.</li>
</ul>


Mike Sayre previously co-founded KABAM Robotics, the Singapore-founded autonomous-robot business that operates as the advanced-engineering arm of Taiwan-listed PATEC Group (Patec Precision Industry (2236 TT)).
For Physical AI, the missing layer is a tactile-force data engine, not more compute. Billions are flowing into vision-only training, but high-fidelity interaction-force data that vision-language-tactile models need is scarce.
Taiwan already dominates the mechanical layers a robot needs to move and act. The sim-to-real gap is widest on contact physics -- sensors for material compliance, friction, and tactile feedback.


TechChain Insights Q&A: 'Force Blindness' Is Physical AI's Bottleneck - More Important Than Compute