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

TSMC (2330.TT) Tactical Outlook Before 1Q25 Earnings Release

TSMC 1H25 Revenue up 37% YoY. Upside to Full Year Outlook. AI and CoWoS Revenue Double in 2025.

TSMC. Full Steam Ahead Despite Tariff Threats & China Bans. For Now.

Is the Valuations Divergence Justified? Mediatek Vs TSMC

PC 1Q25: 5% YoY Growth but Shipments Inflated Ahead of US Tariffs. Dream of a Refresh Cycle Continue

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’s Next Leap: 1Q25 Earnings Ahead and the 2nm Frontline</li>
<li>Is the Valuation Divergence Justified? Mediatek Vs TSMC Valuation Compared</li>
<li>PC 1Q25: 5% YoY Growth but Shipments Inflated Ahead of US Tariffs. Dream of a Refresh Cycle Continue </li>
</ul>


TSMC’s Next Leap: 1Q25 Earnings Ahead and the 2nm Frontline
Is the Valuation Divergence Justified? Mediatek Vs TSMC Valuation Compared
PC 1Q25: 5% YoY Growth but Shipments Inflated Ahead of US Tariffs. Dream of a Refresh Cycle Continue 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

台湾テックウィークリー：TSMC 2025年第1四半期決算と2nm最前線、Mediatek対TSMCの評価、PC 2025年第1四半期データ