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 & UMC Spreads Higher After Taiwan Market Holiday

TSMC: New Signals Underscore N2’s Rise as a Blockbuster Node

Taiwan Tech Weekly: OpenAI to Consume Nearly Half of Global DRAM; Why TSMC 2nm Will Be A Blockbuster

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

UMC (2303.TT; UMC.US): 4Q25 Revenue Is Projected to Decline 5–10% QoQ.

Intel CFO @ Citi’s 2025 Global TMT Conference: "We Will Use TSMC Forever"

Intel (INTC.US): Who Will Adopt Intel’s 14A Technology?

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>Starlink Engaged with Chipmakers to Bring  Satellite Connectivity Direct to Smartphones -- Mediatek Well Placed to Benefit</li>
<li>Intel CFO @ Citi’s 2025 Global TMT Conference: "We Will Use TSMC Forever"</li>
<li>TSMC’s COUPE Signals Silicon Photonics Go-Time — Early Winners in Taiwan’s Listed Supply Chain </li>
</ul>


Starlink Engaged with Chipmakers to Bring  Satellite Connectivity Direct to Smartphones -- Mediatek Well Placed to Benefit
Intel CFO @ Citi’s 2025 Global TMT Conference: "We Will Use TSMC Forever"
TSMC’s COUPE Signals Silicon Photonics Go-Time — Early Winners in Taiwan’s Listed Supply Chain 


Taiwan Tech Weekly: Starlink Engaging Chipmakers in Direct-To-Phone Push; Intel's TSMC Dependency