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

Taiwan Dual-Listings Monitor: TSMC Premium Remains High Ahead of 3Q Results; CHT Rare ADR Discount

Taiwan Dual-Listings Monitor: Weak US Friday Session Opens Up Wide Opportunities Across the Board

Taiwan Dual-Listings Monitor: TSMC & UMC Spreads Higher After Taiwan Market Holiday

Taiwan Tech Weekly: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways

TSMC (2330.TT; TSM.US): 4Q25/2025 Outlook Could Outperform; 2nm Is Likely to Largest Adopted in 2026

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>Latest Signals Continue to Indicate N2 Is Emerging as TSMC’s Blockbuster Node</li>
<li>N2 Commercialization Timing Aligns With Major AI HPC Platform Roadmaps</li>
<li>TSMC Market Share Over 70%... Could N2 Drive This Number Even Higher? Maintain Our Structural Long Rating for TSMC</li>
</ul>


Latest Signals Continue to Indicate N2 Is Emerging as TSMC’s Blockbuster Node
N2 Commercialization Timing Aligns With Major AI HPC Platform Roadmaps
TSMC Market Share Over 70%... Could N2 Drive This Number Even Higher? Maintain Our Structural Long Rating for TSMC


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

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