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

TSMC 2Q25 Takeways: Undervalued Op Leverage and Capacity Strain Setting Up 2026 N2 Growth Suprise

Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs

Semi Key Indicators Q2 2025: PC, Smartphone Unit Shipments, Global Semi & WFE Sales All Looking Good

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

TechChain Insights: Zhen Ding - How Next Generation PCBs/Substrates Will Be Critical for AI Devices

TechChain Insights: Q&A with TSMC Supplier Kinik; Diamond Capex Implies Industry Strength Visibility

TechChain Insights: Chenbro Micom -- How Server Racks Are Evolving With Nvidia's B-Series & ASICs

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

<ul>
<li>We Engaged with Kinik Recently to Get Insight on Activity Strength for TSMC's Expansion into Nodes 2nm and Below</li>
<li>Diamond Tooling: Quietly Powering Advanced Logic; Kinik Recently Running at Max Capacity for Key DBU Business Segment... also at 100% for SBU Segment</li>
<li>Takeaways -- Kinik as a Concentrated Play on Advanced Node Transitions... Also, We Believe Signs Remain Positive for TSMC's Recent Activity Momentum</li>
</ul>


We Engaged with Kinik Recently to Get Insight on Activity Strength for TSMC's Expansion into Nodes 2nm and Below
Diamond Tooling: Quietly Powering Advanced Logic; Kinik Recently Running at Max Capacity for Key DBU Business Segment... also at 100% for SBU Segment
Takeaways -- Kinik as a Concentrated Play on Advanced Node Transitions... Also, We Believe Signs Remain Positive for TSMC's Recent Activity Momentum


TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

TSMC (Taiwan Semiconductor Manufacturing) - ADR

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

TechChain Insights: Kinik - The Hidden Enabler Behind TSMC’s Sub-2nm Push

Kinik Company

TechChain Insights: Kinik - The Hidden Enabler Behind TSMC’s Sub-2nm Push