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
Acer 3Q26 Preview: Street's Full Year Puts Fourth-Quarter Sales 23% Below the Third
Acer's monthly filings put 3Q26 revenue at NT$91.8bn, up 25% YoY, so the release turns on gross margin and a NT$99.0bn inventory as memory prices peak. The street's FY26E revenue leaves NT$70.9bn for the fourth quarter, 23% below the third and 5% below 4Q25.
Read →Phison 3Q26 Preview: Street's Full Year Leaves the Fourth Quarter Below September's Pace
Phison's monthly filings put 3Q26 revenue at NT$86.1bn, up 27% QoQ, so the release turns on gross margin after a 65.3% record in 2Q26. The street's FY26E revenue leaves NT$85.1bn for the fourth quarter, below 3Q26 and below September's NT$30.6bn monthly pace.
Read →Himax 3Q26 Preview: Street's Full Year Needs Fourth-Quarter Revenue Up Another 11%
Himax guided 3Q26 revenue up 7-11% QoQ to US$243.3-252.4m, gross margin around 34% and profit of 8.0-10.0 cents per diluted ADS after a US$11.8m bonus charge. The street's FY26E revenue leaves about US$275m for the fourth quarter, 11% above the third-quarter guide midpoint.
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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