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

Semiconductor Tariffs. No Thanks, But If You Insist...

Taiwan Dual-Listings Monitor: TSMC Premium Rises Further, to Short Level; UMC Discount

US Banks - Granular Weekly Data Suggest C&I Is Robust, Underlying Economy, Credit Metrics

Nvidia (NVDA.US): Jensen Delivers Keynote Speech at COMPUTEX Today; Confirm Offshore HQ Location

Nvidia’s Jensen at Computex: 3 Big Announcements, and Smaller Ones

PC Monitor: Asus Results Warn of Coming Slowdown; PCs' Next Edge AI Shift

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

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COMPUTEX 2025 Kicks Off -- Nvidia CEO unveils Taiwan AI Supercomputer investment plan with Hon Hai, TSMC as key partners.</li>
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Nvidia Opens Up Ecosystem with new "NVLink Fusion" -- A strategic move to cement long-term platform dominance.</li>
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PC Monitor -- Asus Results Warn of Coming Slowdown; PCs' Next Edge AI Shift </li>
</ul>



COMPUTEX 2025 Kicks Off -- Nvidia CEO unveils Taiwan AI Supercomputer investment plan with Hon Hai, TSMC as key partners.

Nvidia Opens Up Ecosystem with new "NVLink Fusion" -- A strategic move to cement long-term platform dominance.

PC Monitor -- Asus Results Warn of Coming Slowdown; PCs' Next Edge AI Shift 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

台湾テックウィークリー：COMPUTEX 2025開幕――NVIDIA CEOが台湾AIスーパーコンピュータへの投資を発表