Managing Director, Zero One, Zero One

Vincent Fernando, CFA

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

Managing Director, Zero One

GigaDevice Semiconductor Secondary Listing (Hong Kong) Preview

Shanghai Iluvatar CoreX Semiconductor Hong Kong IPO Preview

GigaDevice Semiconductor HK Listing Valuation Analysis

Delta Taiwan Vs. Delta Thailand: Valuation Extreme Persists as Growth Leadership Shifts to Parent

Taiwan Dual-Listings Monitor: TSMC Premium Breaks Down Again; ASE Rare Near-Parity Level

Long TSMC / Short UMC: Invest in a Structural Monopoly Vs. A Crowded Recovery

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>Samsung Accelerates 2nm Plan for Immediate Push in U.S. to Take Advantage of TSMC Timing Gap</li>
<li>Long TSMC / Short UMC: Invest in a Structural Monopoly Vs. A Crowded Recovery</li>
<li>Delta Taiwan Vs. Delta Thailand: Valuation Extreme Persists as Growth Leadership Shifts to Parent </li>
</ul>


Samsung Accelerates 2nm Plan for Immediate Push in U.S. to Take Advantage of TSMC Timing Gap
Long TSMC / Short UMC: Invest in a Structural Monopoly Vs. A Crowded Recovery
Delta Taiwan Vs. Delta Thailand: Valuation Extreme Persists as Growth Leadership Shifts to Parent 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

Taiwan Tech Weekly: Samsung Planning to Leapfrog TSMC 2nm in the U.S.; Why Long TSMC Vs. Short UMC