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

Texas Instruments & KLA Signal Continued AI Strength, Foreshadow TSMC’s 2nm Breakout

Taiwan Dual-Listings Monitor: TSMC Extreme Level; ASE Spread Hits Parity; ChipMOS Near Long Level

TSMC’s COUPE Signals Silicon Photonics Go-Time — Early Winners in Taiwan’s Listed Supply Chain

Samsung’s Intel Gambit: A Signal of TSMC’s Widening Lead

TSMC (2330.TT; TSM.US): TSMC Has Raised Wafer Prices; Rapidus Provides 2nm Milestone.

From AI Packaging to AI Edge: Listed Names to Watch at SEMICON Taiwan 2025 Starting Today

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>TSMC August Revenue +34% YoY: AI Demand Remains the Key Driver</li>
<li>ARM Pushes Edge AI Forward with New "Lumex" Chip Designs -- 2026 Could Be a Major Growth Year for Edge AI</li>
<li>From AI Packaging to AI Edge: Listed Names to Watch at SEMICON Taiwan 2025 Starting Today</li>
</ul>


TSMC August Revenue +34% YoY: AI Demand Remains the Key Driver
ARM Pushes Edge AI Forward with New "Lumex" Chip Designs -- 2026 Could Be a Major Growth Year for Edge AI
From AI Packaging to AI Edge: Listed Names to Watch at SEMICON Taiwan 2025 Starting Today


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Taiwan Tech Weekly: SEMICON Taiwan Just Started; TSMC August Sales Soar; 2026 to Be Year of Edge AI?