Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

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Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>Intel has eked out a small outperformance vs. TSMC most recently, and we believe there is more to come.</li>
<li>Events appear to be in Intel's favor in the near-term.</li>
<li>TSMC has outperformed by a historically extreme amount in just three weeks.</li>
</ul>


Intel has eked out a small outperformance vs. TSMC most recently, and we believe there is more to come.
Events appear to be in Intel's favor in the near-term.
TSMC has outperformed by a historically extreme amount in just three weeks.


Intel Vs. TSMC Monitor: TSMC Outperformed Too Much Too Soon?