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 Dual-Listings Monitor: Broad Spread Collapse Across the Board; TSMC Below Long Entry Level

Taiwan Dual-Listings Monitor: TSMC Premium Compresses; ASE and UMC Flip to Discount

TSMC: Arm's Foundry Exclusivity Reinforces Advanced Node Dominance & Margins Stronger for Longer

Taiwan Tech Weekly: US-Taiwan Trade Deal Cognitive Warfare; HonPrecision Listing; TSMC Upgrades

Taiwan Tech Weekly: TSMC's Affiliate Shows Hyperscalers' Shift to Reduce Nvidia Dependence

Taiwan Dual-Listings Monitor: Market Volatility Opens Up Multiple Historical Range Breakouts

Taiwan Dual-Listings Monitor: Massive TSMC Spread Breakdown

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: +21.9% Premium; Spread Rebounded from Previous Lows; Maintain Key Long/Short Levels</li>
<li>UMC: +4.4% Premium; Good Level to Short the Spread Despite Recent Premium Resilience</li>
<li>ASE: +4.5% Premium; Rebounded from Near-Parity, Near Level to Short the Spread</li>
</ul>


TSMC: +21.9% Premium; Spread Rebounded from Previous Lows; Maintain Key Long/Short Levels
UMC: +4.4% Premium; Good Level to Short the Spread Despite Recent Premium Resilience
ASE: +4.5% Premium; Rebounded from Near-Parity, Near Level to Short the Spread


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

대만 이중 상장 모니터링: 대만에서 위안화 장기 거래 마감 후 주요 스프레드