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Is Your Edge
Independent research on AI, semiconductors, and the Asia-Pacific technology supply chain.
Semiconductor and technology signals, published every trading day at 7am Taipei. Free.
Who We Are
Zero One is an independent research and advisory firm focused on technology companies and the semiconductor supply chain. Founded in Singapore in 2015, we publish research on 200+ companies for investors, corporates, and policymakers worldwide. 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 on technology companies and growth markets
Winbond 2Q26 Preview: The Street's Full Year Needs Monthly Revenue 22% Above June's Record
Winbond is expected to report 2Q26 results on 5 August. Quarterly revenue is already public at NT$59.8bn, up 56% QoQ, on reported monthlies. The release's new information is the margin print and the pricing outlook; the street's FY26E implies second-half monthly revenue 22% above June's record.
Read →Nanya's Shortage Extends Through the Second Half
Nanya posted record 2Q26 revenue of NT$82.55bn (+68% QoQ) at a 79.5% gross margin, and guided the third quarter to improve further, refuting the sequential decline consensus had modelled.
Read →Alphabet 2Q26 Preview: Cloud Demand Outruns Capacity as Capex Doubles to About US$185bn
Alphabet reports 2Q26 on 22 July. Google Cloud grew 63% in the first quarter with demand still ahead of capacity, and the 2026 capex guide has doubled to US$180-190bn. The print tests how fast that spending is converting to revenue.
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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