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 Spread Remains at Historically Extreme Level; UMC Breaks Higher

Taiwan Tech Weekly: TSMC's 2nm Node to Generate Largest Revenue Ever; US Bottleneck in Adv Packaging

Marvell Expects Hyper-Growth in Data Center Custom Chips (ASIC) With a Higher Earnings Risk

TSMC, UMC Monthly Sales: A Tale of 2 Worlds

Taiwan Tech Weekly: 2026 Chip Forecasts Remain Robust; Robots as Taiwan's Next Driver; Memory 1Q25

TSMC (2330.TT; TSM.US): Is the Cost of Advanced Wafers a Concern? We Believe It Isn’t.

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

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>TSMC May Sales at Record High; Rumored A16 Pricing Underscores Strategic Moat in Advanced Nodes</li>
<li>Review of Client Roadmaps Shows TSMC Positioned as Indispensable Enabler of AI and Advanced Compute Products</li>
<li>We Maintain Our Structural Long Rating on TSMC; Inexpensive Despite Recent Rally</li>
</ul>


TSMC May Sales at Record High; Rumored A16 Pricing Underscores Strategic Moat in Advanced Nodes
Review of Client Roadmaps Shows TSMC Positioned as Indispensable Enabler of AI and Advanced Compute Products
We Maintain Our Structural Long Rating on TSMC; Inexpensive Despite Recent Rally


TSMC: Review of Client Roadmaps, Rumored A16 Pricing Underscores Strategic Moat in Advanced Nodes