Five names get the AI headlines.
A few hundred decide what ships.
Zero One publishes independent research in three areas: the AI and semiconductor/hardware supply chain, communications and media, and the commodities supply chain.
Semiconductor and technology signals, published every trading day. Free.
Research Coverage
Independent research in three areas
AI & Semiconductor/Hardware Supply Chain
200+ companies across the Taiwan and US semiconductor and hardware chain, from foundry and memory to servers, power and cooling. Most sit upstream of the names that make headlines.
Recent coverage
TSMC · NVIDIA · ASE · Delta Electronics
Communications & Media
Telecom operators and the digital services built on their networks, alongside gaming and media companies taking their content to global audiences.
Recent coverage
VEON · Kyivstar · CTW
Commodities Supply Chain
Latest market signals from the physical commodities supply chain.
Who We Are
Zero One is an independent research and advisory firm covering three areas: the AI and semiconductor/hardware supply chain, communications and media, and the commodities supply chain. Founded in Singapore in 2015 and running Asia coverage from Taipei, we publish research on 200+ companies for investors, corporates, and policymakers worldwide. Most of that coverage sits upstream of the companies that make headlines, where orders, pricing, and capacity move first. Our work spans technology investment research, corporate finance advisory, and strategic consulting across Asia-Pacific and international markets.
Independent Research
Focused, independent investment research on technology and growth sectors across Asia and global markets. Distributed through institutional platforms.
Trusted Advisory
Strategic guidance for corporates on capital markets positioning, investor relations, fundraising, and growth strategy across multiple geographies.
Global Perspective
On-the-ground insight from Singapore, Taipei, and Boston, covering companies across 20+ markets with regional depth and global context.
Our Businesses
Focused capabilities across research, advisory, and strategy
Technology Investment Research
Equity research on technology and growth companies across Asia-Pacific and global markets, from single-stock coverage to sector and supply chain work.
Learn more →Corporate Finance Advisory
Strategic advisory for growth-stage companies navigating capital markets, investor outreach, and public market positioning.
Learn more →Strategic Consulting
Sector analysis, competitive assessment, and market entry strategy for companies and investors operating in technology ecosystems.
Learn more →Company Due Diligence
Independent research and analysis for investors evaluating potential investments, acquisition targets, and strategic partnerships.
Learn more →Research
Our latest analysis across the three coverage areas
ASUSTeK 3Q26 Earnings: Debt-Funded Inventory Nearly Tripled to NT$483bn
ASUSTeK reported 3Q26 operating income of NT$23.28bn, up 137% YoY, on revenue up 38%. Inventory rose to NT$483.0bn and borrowings to NT$229.4bn. The company guided 4Q26 server revenue to double QoQ, which points to FY26 revenue about 7% above consensus.
Read →Kyivstar 3Q26 Earnings: Digital Portfolio Could Be Reaching Critical Mass, Driving Higher Multiplay Adoption
Multiplay customers reached 40.3% of Kyivstar's active mobile base in 3Q26, up 8.6pp, as Uklon, Tabletki and Helsi reinforced each other. Revenue rose 17.5%, FY26 guidance was raised a third time, and we stay long with a US$20.30 target.
Read →CTW FY26 Results: A Record Paying Base Points to FY27 Recovery
We forecast CTW's FY27E revenue up 11% to US$91.5m and adjusted EBITDA up to US$5.7m, on a record 102,391 paying users in the second half of FY26. Reported FY26 revenue fell 8.7% to US$82.5m against FY25's hit launches, while revenue from games already live grew 4.1% and revenue from users outside Japan grew 8%.
Read →AI, Semi, and Digital Infrastructure Signals
Subscribe to The Blade, our free daily digest delivering AI, semiconductor, and digital infrastructure signals you won't find anywhere else.
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Distributed through leading institutional platforms
Asia-Pacific's leading independent research network
Global financial data and research terminal
Ticker ZON
NH ZON <GO>
Strategic Partners
Collaborating with partners across AI, deep tech and commodities
AI Infrastructure for Agent Builders
Collaborative Deep Tech VC Hub
Trade Finance for the Commodity Supply Chain
As Seen In
Global Presence
Research and advisory across Asia-Pacific and the Americas
Singapore
Asia-Pacific headquarters. Founded 2015. Home of our research hub and regional advisory operations.
Taipei
Asia research coverage hub. Deep access to Taiwan's technology ecosystem, semiconductor supply chain, and regional markets.
Boston
Americas operations. Corporate finance advisory and U.S. investor engagement, bridging Western capital with Asian growth companies.
Leadership
Vincent Fernando, CFA
Over 20 years of global markets experience as an entrepreneur and investor across five countries. Established Zero One in Singapore in 2015, and leads Asia research coverage from Taipei. Previously built deep expertise in investment research for family offices and investment banks across multiple asset classes and geographies.
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