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.
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
Macronix 2Q26 Earnings: Gross Margin Reaches 64.4%, from 15.6% a Year Ago
Macronix reported 2Q26 revenue of NT$19.1bn, up 181% YoY, with gross margin reaching 64.4% against 15.6% a year earlier. Net income of NT$7.7bn reversed a year-ago loss, NAND including eMMC scaled to 43% of sales, and management announced an incremental NT$15.8bn capex budget for advanced capacity.
Read →Macronix 2Q26 Preview: Did Margins Keep Pace With a Quarter That Nearly Tripled?
Monthly filings already put Macronix 2Q26 revenue at a record NT$19.12bn, up 181% YoY, and first-half revenue has passed all of 2025. The 30 July release shows how much of the memory price surge reached margins, after a five-week selloff took the shares down 36% from their June peak.
Read →Delta Electronics 2Q26 Preview: Margins and the 800V Ramp Decide a Quarter Whose Record Revenue Is Already Filed
2Q26 revenue is already reported at a record NT$183.3bn, up 48% YoY on AI data-center power and cooling demand. The 30 July release and analyst meeting turn on gross margin against the record 37%, second-half orders and capex, and the 800V power ramp.
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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