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

Silicon Motion (SIMO US) Taps NVIDIA AI Pipeline, Sees PC Market Turning

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

Memory Monitor: SK Hynix Signals Resilient AI Demand Ahead; Nanya More Exposed to Global Downturn

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

UMC (2303.TT; UMC.US): Gloomy Outlook for 3Q25.

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>DRAM -- Global Memory Market Has Regained Momentum in Mid-2025, Driven by a Sharp Upswing in Spot Prices.</li>
<li>NAND Flash -- Strategic Outsourcing, High ASP Segments Drive Memory Controller Specialist Gains</li>
<li>Conclusion -- Short-Term Gains vs. Long-Term Growth in Memory Markets</li>
</ul>


DRAM -- Global Memory Market Has Regained Momentum in Mid-2025, Driven by a Sharp Upswing in Spot Prices.
NAND Flash -- Strategic Outsourcing, High ASP Segments Drive Memory Controller Specialist Gains
Conclusion -- Short-Term Gains vs. Long-Term Growth in Memory Markets


メモリモニター：DRAM価格の高騰とエンタープライズフラッシュの移行 - メモリ市場は新たなギアを見つける

Nanya Technology

メモリモニター：DRAM価格の高騰とエンタープライズフラッシュの移行 - メモリ市場は新たなギアを見つける