Five names get the AI headlines.
A few hundred decide what ships.
Zero One covers 200+ companies across the semiconductor and AI supply chain, and finds the signals 99% of investors never see.
Semiconductor and technology signals, published every trading day. Free.
Who We Are
Zero One is an independent research and advisory firm focused on the semiconductor and AI 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.
Early Access
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Customizable AI research analysts for small funds, family offices, and independent professionals. Built on the system that runs our own research. Early access is open to a small first group.
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 on technology companies and growth markets
Delta Electronics 3Q26 Preview: The Street's Full-Year Number Needs Fourth-Quarter Revenue Up 20%
Delta Electronics' 3Q26 revenue is filed at a record NT$197.1bn, up 31% YoY but about 5% below where the street had it after component shortages. The street's FY26E revenue of NT$776.4bn now needs NT$236.7bn in the fourth quarter, up 20% QoQ, ahead of the 29 October analyst meeting.
Read →Silicon Motion 3Q26 Preview: The Street's Full-Year Number Needs Only a 4% Fourth-Quarter Rise
Silicon Motion guided 3Q26 revenue to US$519-541m, up 15-20% QoQ. The street's FY26E revenue of US$1,874m needs only US$551m in the fourth quarter after that, up 4%, while the shares have fallen 44% from their June high on a memory-sector selloff with no company news.
Read →Macronix 3Q26 Preview: Street Full-Year Estimates Need Fourth-Quarter Revenue to Rise 46%
Macronix's July to September revenue of NT$24.2bn is already reported, up 27% QoQ, but monthly growth slowed to 3% by September with the fab fully loaded. The street's full-year estimate implies fourth-quarter revenue of NT$35.4bn, a 46% rise.
Read →AI, Semi, and Digital Infrastructure Signals
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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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