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: Micron Forecasts This Week, Intel Conference, AMD CEO to Visit Taiwan Suppliers

Nanya Tech: Valuation Backtest Implies Upside, Potential Catalyst Thursday

Intel Vs. TSMC/​​UMC Long/​​Short Monitor: Post Conference Take Aways, Intel Performance Reverts

Taiwan Tech Weekly: More Nvidia Issues, Broadcom Surprises, Yulon Soars

Intel Vs. TSMC/​UMC Long/​Short Monitor: Upcoming Intel Conference Catalyst

TSMC: Precariously Balanced; Robust Medium-Term Earnings Outlook and Discount Valuation Levels

A Bull Investment Case for TSMC (Summary Version)

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul>
<li>Biden makes the most definitive statement to date that the US will defend Taiwan.</li>
<li>Texas Instruments hikes dividend, annouces additional buyback. Will other cash rich semiconductor stocks follow suit?</li>
<li>Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.</li>
</ul>


Biden makes the most definitive statement to date that the US will defend Taiwan.
Texas Instruments hikes dividend, annouces additional buyback. Will other cash rich semiconductor stocks follow suit?
Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.


Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Taiwan Tech Weekly: Biden Says US Will Defend Taiwan, Texas Instruments Gives Hope