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

Taiwan Tech Weekly: TSMC's Next Node Already Sold Out Before Any Mass Production

TSMC: A Resilient Long Holding Insulated From an AI Slowdown

Taiwan Dual-Listings Monitor: TSMC Historically High Premium Cracks; ChipMOS & CHT Opportunities

Micron: Nov-25 Beat by 30%, Feb-26 Guidance 80% Above Consensus

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

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

TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>TSMC: +26.3% Premium; Rebounded Back to a Level One Can Short the Spread</li>
<li>ChipMOS: -2.6% Discount; Opportunity to Go Long the ADR Spread</li>
<li>CHT: -0.9% Discount; Opportunity to Go Long the ADR Spread</li>
</ul>


TSMC: +26.3% Premium; Rebounded Back to a Level One Can Short the Spread
ChipMOS: -2.6% Discount; Opportunity to Go Long the ADR Spread
CHT: -0.9% Discount; Opportunity to Go Long the ADR Spread


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Taiwan Dual-Listings Monitor: TSMC Spread Rebounds into Short Territory; ChipMOS & CHT Opportunities