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

TechChain Insights: Chenbro Micom -- How Server Racks Are Evolving With Nvidia's B-Series & ASICs

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TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>10-15% Market Share for Server Chassis -- Chenbro is one of the leading producers of server chassis in the world.</li>
<li>Key Nvidia Development Partner -- Chenbro produces servers for most major data center names including AWS and China's BAT, as well as for Nvidia servers and architecture.</li>
<li>New Server Market Color to Be Released Soon -- The company is well positioned to expand capacity as the market expands and is expected to release 2Q24E earnings in early-August.</li>
</ul>


10-15% Market Share for Server Chassis -- Chenbro is one of the leading producers of server chassis in the world.
Key Nvidia Development Partner -- Chenbro produces servers for most major data center names including AWS and China's BAT, as well as for Nvidia servers and architecture.
New Server Market Color to Be Released Soon -- The company is well positioned to expand capacity as the market expands and is expected to release 2Q24E earnings in early-August.


TechChain Insights: Visit with Nvidia Server Chassis Producer Chenbro; A Ubiquitous Supplier