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

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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

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MediaTek and Nvidia expected to unveil joint ARM-based AI PC SoCs at Computex May 19 - 23; a major milestone for Mediatek expanding into the massive Windows PC market.</li>
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We will be looking to see how the new chips are positioned; To highlight full local LLM inference; enabling private, real-time AI at the edge for PCs?</li>
<li>
We maintain our Structural Long view for Mediatek shares; MediaTek is evolving from mobile SoC leader to full-stack AI compute player across smartphones, PCs, and data centers.</li>
</ul>



MediaTek and Nvidia expected to unveil joint ARM-based AI PC SoCs at Computex May 19 - 23; a major milestone for Mediatek expanding into the massive Windows PC market.

We will be looking to see how the new chips are positioned; To highlight full local LLM inference; enabling private, real-time AI at the edge for PCs?

We maintain our Structural Long view for Mediatek shares; MediaTek is evolving from mobile SoC leader to full-stack AI compute player across smartphones, PCs, and data centers.


メディアテック、コンピューテックス台湾で株価上昇の起爆剤に接近、NVIDIAのPC発表も期待

Mediatek Inc

メディアテック、コンピューテックス台湾で株価上昇の起爆剤に接近、NVIDIAのPC発表も期待