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

Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate

Intel Vs. TSMC Monitor: After a Quiet December, January Will Be a Big Month

China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter

Nanya Technology: Consensus Numbers Likely Too High, Net Loss Potential

Hon Hai & Yulon IPO: Media Reports of Electric Vehicle JV 1Q23 Listing, Stock Implications

Taiwan Dual-Listings: Premiums Bounced... And Have Now Declined Again

A Bull Investment Case for TSMC (Summary Version)

Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>While most of the semi industry is reducing capex due to market weakness -- Samsung says it will still expand capacity next year.</li>
<li>China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.</li>
<li>TSMC in advanced talks to set up its first European production capacity in Germany.</li>
</ul>


While most of the semi industry is reducing capex due to market weakness -- Samsung says it will still expand capacity next year.
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
TSMC in advanced talks to set up its first European production capacity in Germany.


Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further