Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years experience researching capital markets across Asia and the USA.

Managing Director, Zero One

Taiwan Tech Weekly: Samsung Planning to Leapfrog TSMC 2nm in the U.S.; Why Long TSMC Vs. Short UMC

GigaDevice Semiconductor Secondary Listing (Hong Kong) Preview

Shanghai Iluvatar CoreX Semiconductor Hong Kong IPO Preview

Taiwan Tech Weekly: TSMC's Next Node Already Sold Out Before Any Mass Production

Taiwan Tech Weekly: TSMC a Hidden Capacity Risk for Apple; Memory Pair Long/Short Opportunity

TSMC: A Resilient Long Holding Insulated From an AI Slowdown

Long/Short SK Vs. Nanya: AI Memory Leadership to Outperform Legacy DRAM’s Final Cyclical Peak

Himax (HIMX US, Long): Management Call Confirms 2026 Mass-Production Readiness; Increasing Forecasts

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: +23% Premium; Spread Falls Again from Previous Short Level; Could See Increased Volatility on Taiwan Market Open</li>
<li>ASE: +0.3% Premium; Great Level to Open a Fresh Long of the Spread</li>
<li>UMC: +0.4% Premium; Wait for More Extreme Levels Before Going Long or Short</li>
</ul>


TSMC: +23% Premium; Spread Falls Again from Previous Short Level; Could See Increased Volatility on Taiwan Market Open
ASE: +0.3% Premium; Great Level to Open a Fresh Long of the Spread
UMC: +0.4% Premium; Wait for More Extreme Levels Before Going Long or Short


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

台湾の二重上場監視：TSMCのプレミアムが再び下落、ASEは稀なほぼ同等水準