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 Premium Spike Opportunity; ASE Hard Bounce to Prem from Discount

Taiwan Teck Weekly: Apple Snags Over Half of TSMC's Best Chips; Long-Reasoning AI Will Surge Compute

Taiwan Dual-Listings Monitor: TSMC Premium Remains Elevated; ASE Drops Down to Near Parity

Taiwan Tech Weekly: Foxconn US$1bn USA Robotics Push; Samsung Doubles Down on US Fabs; Intel Crisis

Taiwan Tech Weekly: TSMC’s Arizona Surprise - 2nm by 2026?; Signs of Hyperscaler Growth Acceleration

Taiwan Dual-Listings Monitor: TSMC Spread Remains Extreme; UMC ADR Short Interest Falling

Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke

Himax (HIMX US) - Share Drop: Near-Term Weakness Offset by Structural Automotive & AI Growth Drivers

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>TSMC: +21.5% Premium; Historically High Short Interest in the Local Begins to Drop?</li>
<li>ASE: -0.4% Discount; Opportunity to Go Long the ADR Premium</li>
<li>UMC: +0.2% Premium; Wait for More Extreme Levels Before Going Long or Short the Spread</li>
</ul>


TSMC: +21.5% Premium; Historically High Short Interest in the Local Begins to Drop?
ASE: -0.4% Discount; Opportunity to Go Long the ADR Premium
UMC: +0.2% Premium; Wait for More Extreme Levels Before Going Long or Short the Spread


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

台湾の二重上場監視：TSMCのADRプレミアムは小幅下落、ASEのディスカウントロングの機会