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 Rebounds; ChipMOS Local Short Interest Spiking

Taiwan Dual-Listings Monitor: TSMC Headroom Increases Again; ASE at Discount a Long Opportunity

Taiwan Dual-Listings Monitor: TSMC Spread Close to Long Level; UMC & ASE Deep Discounts

TSMC (2330.TT; TSM.US): TSMC Held Press Conference Regarding Further Investment of USD$100bn in US.

Taiwan Dual-Listings Monitor: TSMC Trading Range Breakdown? ChipMOS Discount Rare Long Opportunity

Tech News This Week. Apple AI, TSMC, Korea's Giga-Fund, Stargate

TSMC US$100bn Investment in Arizona: Some Context

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 Eyes Intel Foundry Joint Venture: Strategic Expansion or Risky Bet?</li>
<li>TSMC Addresses U.S. Expansion Concerns: Strengthens TSMC Position &amp; Positive for Semi Industry Capex </li>
<li>MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy </li>
</ul>


TSMC Eyes Intel Foundry Joint Venture: Strategic Expansion or Risky Bet?
TSMC Addresses U.S. Expansion Concerns: Strengthens TSMC Position &amp; Positive for Semi Industry Capex 
MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

台湾テックウィークリー：TSMCがインテルとファウンドリ提携すれば、優位性が強化される。構造的な長期