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

Hezbollah's Pager Explosions and South Korea's Security Breach - Implications for Tech Supply Chains

Taiwan Tech Weekly: TSMC Apple Arizona Production Milestone, Samsung 3nm Yield Still Weak Vs. TSMC

Global Semi Sales Strength Continues In July. How Long Can It Last?

TSMC (2330.TT; TSM.US): Benefiting from Intel (INTC.US) Skipping 20A Process.

Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low Premium

Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered

NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red Flag

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

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

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>TSMC: +16.6% Premium; Returning to the 15 - 20% Trading Range?</li>
<li>UMC: +0.5% Premium; Near the Middle of the Historical Trading Range</li>
<li>ASE: +5.2% Premium; Participating in Two Investor Conferences in Next Two Weeks</li>
</ul>


TSMC: +16.6% Premium; Returning to the 15 - 20% Trading Range?
UMC: +0.5% Premium; Near the Middle of the Historical Trading Range
ASE: +5.2% Premium; Participating in Two Investor Conferences in Next Two Weeks


Taiwan Dual-Listings Monitor: TSMC Returning to Higher Trading Range? ASE's Two Upcoming Events