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Vincent Fernando, CFA
Managing Director, Zero One
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Zero One
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Location:
Taiwan
Joined:
24 September 2019
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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05 Feb 2025 21:27
Taiwan Tech Weekly: TSMC's Massive New 1nm GIGAFAB in Development; Can Japan Build the Next TSMC?
TSMC expands in Taiwan and advances in South despite U.S. tariff risks, Japan's Rapidus challenges TSMC, Zhen Ding and Kinsus in favorable...
Vincent Fernando, CFA
299 Views
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bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
05 Feb 2025 20:25
Japan's Semiconductor Gamble: Can Rapidus Challenge TSMC?
Japan's Rapidus aims to boost country's semiconductor industry, but faces significant challenges in catching up to TSMC's advanced nodes and cost...
Vincent Fernando, CFA
217 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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05 Feb 2025 19:57
Taiwan Dual-Listings Monitor: TSMC Rebounds to Strong Premium; ASE Near Parity
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
Vincent Fernando, CFA
229 Views
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bullish
•
Apple
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31 Jan 2025 23:37
Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open
Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...
Vincent Fernando, CFA
499 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Jan 2025 23:52
Taiwan Tech Weekly: How Apple Helped TSMC Become #1; Also Morris Chang Comments on TSMC ADR Premium
Also: Performance of Snapdragon, AMD, and Intel in the PC monitor market; potential challenges for SK Hynix and Micron in the memory monitor...
Vincent Fernando, CFA
620 Views
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