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: 'Force Blindness' Is Physical AI's Bottleneck - More Important Than Compute

Taiwan Tech Weekly: COMPUTEX Drives TSMC to Records, Then a US$1.3tn AI Selloff

Taiwan Revenue Signals -- Memory Growth Stalls While AI Servers Remain Robust

UMC (UMC US / 2303 TT): Adeptly Navigating Foundry Industry Transition From Scale to Specialization

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

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

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

TSMC 1Q26: 66% Gross Margin Beat — What It Means for ASML, NVIDIA, MediaTek & 7 More

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

United Microelectron Sp Adr / Equity Bottom-Up

<ul>
<li><strong>SemiQA is building a new class of analog, neuromorphic AI chips for the edge, with mass production in Taiwan.</strong></li>
<li>SemiQA's analog chip designs enable in-memory computing; doing the AI math inside the memory itself. This cuts power usage by 90% and reduces latency.</li>
<li>
<strong>Analog edge-AI thesis and the case for non-TSMC chip fabs.</strong> Because SemiQA's analog approach does not chase leading-edge transistor density, SemiQA builds on mature, specialty fabs like UMC, Global Foundries.</li>
</ul>


SemiQA is building a new class of analog, neuromorphic AI chips for the edge, with mass production in Taiwan.
SemiQA's analog chip designs enable in-memory computing; doing the AI math inside the memory itself. This cuts power usage by 90% and reduces latency.

Analog edge-AI thesis and the case for non-TSMC chip fabs. Because SemiQA's analog approach does not chase leading-edge transistor density, SemiQA builds on mature, specialty fabs like UMC, Global Foundries.


TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

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