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 Dual-Listings Monitor: TSMC ADR Spread Deeper in Historically Rare Zone

PC Monitor: Dell/HP Results Support PC Up-Cycle Into 2026E

TSMC (2330.TT; TSM.US): Rapidus Plans to Build a Second Fab to Begin 1.4nm Volume Production in 2029

TechChain Insights: Visit with Taiwan's Critical Battery Supplier

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>Japan’s Rapidus Moves Ahead With 1.4nm Plans... TSMC Impact? -- Latest and Past Analysis</li>
<li>PC Monitor: Latest Dell/HP Results Support PC Up-Cycle Into 2026E </li>
<li>TechChain Insights: Factory Visit with One of Taiwan's Critical Battery Suppliers  </li>
</ul>


Japan’s Rapidus Moves Ahead With 1.4nm Plans... TSMC Impact? -- Latest and Past Analysis
PC Monitor: Latest Dell/HP Results Support PC Up-Cycle Into 2026E 
TechChain Insights: Factory Visit with One of Taiwan's Critical Battery Suppliers  


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Taiwan Tech Weekly: Rapidus Making Progress... TSMC Impact; Latest PC Results Support 2026E Up-Cycle