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: Has Samsung Given Up Chasing TSMC?; Xiaomi Tesla-Killer EV Using Key TSMC Chips

TechChain Insights: Chenbro Micom -- How Server Racks Are Evolving With Nvidia's B-Series & ASICs

Taiwan Dual-Listings Monitor: Spreads Near Record Highs After U.S. Market Holiday

HBM Should Be as Attractive an Investment as Nvidia or TSMC but the Stocks Don’t Show That

TechChain Insights: Himax Threatened by China Auto Chip Push? CPO Tech with TSMC Remains Bright Spot

Vanguard (5347.TT): The 3Q25 Outlook Is Expected to Improve by Around 5% QoQ.

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>Samsung’s 1.4nm Technology Delay Highlights Potential That Intel Could End Up the Only Viable Alternative to TSMC -- Maintain Structural Long for TSMC</li>
<li>Micron Results Today Will Provide Insight Into Resilience of AI/HPC Equipment Demand</li>
<li>TechChain Insights: Himax Threatened by China Auto Chip Push? CPO Tech with TSMC Remains Bright Spot </li>
</ul>


Samsung’s 1.4nm Technology Delay Highlights Potential That Intel Could End Up the Only Viable Alternative to TSMC -- Maintain Structural Long for TSMC
Micron Results Today Will Provide Insight Into Resilience of AI/HPC Equipment Demand
TechChain Insights: Himax Threatened by China Auto Chip Push? CPO Tech with TSMC Remains Bright Spot 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Taiwan Tech Weekly: 1.4nm Slips from Samsung’s Grip? Why Intel May Be TSMCs Sole Next Gen Competitor