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

Yageo: Left Behind By the 'AI Rally', But Robust Business Still Tied to Strong Power/EV Drivers

Yageo: Company Visit -- Improving Revenue Quality & Cashed-Up Actively Looking For Acquisitions

Yageo’s AI-Driven Momentum and Strategic Expansion Through Shibaura Acquisition

Taiwan Tech Weekly: 2026 Chip Forecasts Remain Robust; Robots as Taiwan's Next Driver; Memory 1Q25

Taiwan Dual-Listings Monitor: TSMC Premium Break Out Is at Historically High End of Range

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>Strong AI Demand Sustains Revenue Growth Despite the Seasonal Headwinds</li>
<li>Recent Shibaura Acquisition Enhances Yageo's Strategic Positioning in Specialty Components</li>
<li>We rate Yageo as a Structural Long - AI Content Cycle Should Drive Sustainable Mix Improvement</li>
</ul>


Strong AI Demand Sustains Revenue Growth Despite the Seasonal Headwinds
Recent Shibaura Acquisition Enhances Yageo's Strategic Positioning in Specialty Components
We rate Yageo as a Structural Long - AI Content Cycle Should Drive Sustainable Mix Improvement


Yageo 3Q25 Take-Aways: Passive Components Leader Benefitting from AI Applications Demand

Yageo Corporation

Yageo 3Q25 Take-Aways: Passive Components Leader Benefitting from AI Applications Demand