Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top 5%
Vincent Fernando, CFA
Managing Director, Zero One
•
Zero One
Message
Follow
Location:
Taiwan
Joined:
24 September 2019
382
Insights
138.9k
Views
223
Followers
Information Technology
•
Equity Bottom-Up
•
Private Capital Markets
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
27 Apr 2024 19:13
Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung
Major take-aways from SK Hynix's latest industry visibility. The memory industry is likely to achieve a new all-time revenue level in 2025E.
Vincent Fernando, CFA
234 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
23 Apr 2024 02:07
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
Vincent Fernando, CFA
285 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
22 Apr 2024 03:00
Taiwan Dual-Listings Monitor: TSMC Breaks Down From Extreme, UMC Discount Near Historical Low
TSMC and ASE ADR premiums fall from extreme highs; ChipMOS and UMC ADR discounts are near the lower end of their historical trading ranges.
Vincent Fernando, CFA
301 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
22 Apr 2024 01:08
TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color
If you dig into the details, TSMC provided substantial insight into the company's internal estimates for long-term revenue. For ASML, we discuss...
Vincent Fernando, CFA
387 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
16 Apr 2024 20:46
Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
Vincent Fernando, CFA
279 Views
Share
1
2
3
4
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.30.3
x