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: Apple’s TSMC 2nm Power Move Beats Samsung; Himax Ascends with TSMC/Nvidia Halos

Taiwan Dual-Listings Monitor: TSMC ADR Spread Near All-Time Highs; UMC at Upper End of Range

United Microelectronics: Key QCOM Advanced Packaging Win Signals Client Shift Away from TSMC

Taiwan Tech Weekly: TSMC 2NM Yield Jump Rumors; Seeing Taiwan's Starlink Alternative Firsthand in KS

Taiwan Tech Weekly: Taiwan's Space Tech Conference This Week; AI Driving New Humanoid Robot Industry

Taiwan Dual-Listings Monitor: TSMC Spread At Decent Short Level; UMC Short Interest Rises Again

Himax: Buyback Program Lifts Shares; Auto Display Controllers, AR Displays & WLO for AI Progressing

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: 22.7% Premium; Good Level to Short the Spread Given Historical Trading Range</li>
<li>UMC: +0.2% Premium; Middle of Historical Trading Range; Short Interest Rises to New High</li>
<li>CHT: +0.5% Premium; Major Spike in Short Interest for the Local Taiwan Shares</li>
</ul>


TSMC: 22.7% Premium; Good Level to Short the Spread Given Historical Trading Range
UMC: +0.2% Premium; Middle of Historical Trading Range; Short Interest Rises to New High
CHT: +0.5% Premium; Major Spike in Short Interest for the Local Taiwan Shares


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

台湾の二重上場監視：TSMCのスプレッドはショートレベル、UMCとCHTのショートインタレストが急増