Managing Director, Zero One, Zero One

Vincent Fernando, CFA

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

Managing Director, Zero One

Macronix Shows NOR Flash Cycle Turning as AI Infrastructure Reshapes Memory Demand

GUC's 3nm Breakout Quarter Reveals How Taiwan's ASIC Leaders Are Capturing AI Chip Demand

Taiwan Dual-Listings Monitor: Massive TSMC Spread Breakdown

Taiwan Dual-Listings Monitor: TSMC Beat Drives Spread Surge; UMC Sharp Headroom Decline

TSMC Results: Leading-Edge Nodes Push Margins and Growth Above 2026E Market Assumptions

HonPrecision (7769 TT): TWSE Listing & Stock Run-Up Leads to Double Index Inclusion

Winbond Electronics (2344 TT): Two Index Inclusions in Quick Succession

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>Taiwan-U.S. Trade Deal: What Was Agreed -- and Why the Noise Around It Matters</li>
<li>HonPrecision (7769 TT): TWSE Listing &amp; Stock Run-Up Leads to Double Index Inclusion </li>
<li>TSMC Results: Leading-Edge Nodes Push Margins and Growth Above 2026E Market Assumptions </li>
</ul>


Taiwan-U.S. Trade Deal: What Was Agreed -- and Why the Noise Around It Matters
HonPrecision (7769 TT): TWSE Listing &amp; Stock Run-Up Leads to Double Index Inclusion 
TSMC Results: Leading-Edge Nodes Push Margins and Growth Above 2026E Market Assumptions 


Taiwan Tech Weekly: US-Taiwan Trade Deal Cognitive Warfare; HonPrecision Listing; TSMC Upgrades