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

Cerabyte. Forever Data Storage At A Fraction Of Current Costs?

TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say (II)

TSMC (2330.TT; TSM.US): Halts GaN Production at Fab 5, Shifting to Advanced Packaging.

Taiwan Dual-Listings Monitor: Spreads Near Record Highs After U.S. Market Holiday

Taiwan Tech Weekly: Has Samsung Given Up Chasing TSMC?; Xiaomi Tesla-Killer EV Using Key TSMC Chips

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>US Eyes New AI Chip Restrictions on Malaysia and Thailand</li>
<li>Chip and AI Boom Driving Taiwan's Offshore Wind Expansion -- Local Stocks to Watch</li>
<li>China Set to Become World’s Largest Semiconductor Foundry Hub by 2030 -- But One Needs to Consider Leading Edge Capacity vs. Mature Capacity</li>
</ul>


US Eyes New AI Chip Restrictions on Malaysia and Thailand
Chip and AI Boom Driving Taiwan's Offshore Wind Expansion -- Local Stocks to Watch
China Set to Become World’s Largest Semiconductor Foundry Hub by 2030 -- But One Needs to Consider Leading Edge Capacity vs. Mature Capacity


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Taiwan Tech Weekly: US Targets Malaysia & Thailand; Wind Power Fuels Taiwan's AI Infrastructure Push