Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years experience researching capital markets across Asia and the USA.

Managing Director, Zero One

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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) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Intel last week moved most of its Nova Lake compute tiles back to its own 18A process from TSMC, and won packaging designs at Google and AWS.</li>
<li>TSMC last week raised its full-year revenue growth guide past 40% for the second time this year, while guiding near-term margin lower as its 2nm ramp scales.</li>
<li>In memory, HBM4 shipments, record wafer price hikes and multi-year contracts pointed to a still-tight supply side across the DRAM stack.</li>
</ul>


Intel last week moved most of its Nova Lake compute tiles back to its own 18A process from TSMC, and won packaging designs at Google and AWS.
TSMC last week raised its full-year revenue growth guide past 40% for the second time this year, while guiding near-term margin lower as its 2nm ramp scales.
In memory, HBM4 shipments, record wafer price hikes and multi-year contracts pointed to a still-tight supply side across the DRAM stack.


Taiwan Tech Weekly: Intel Pulls Chip Orders Back From TSMC to Its Own Leading-Edge Fab