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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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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
279 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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
291 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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
350 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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
273 Views
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bearish
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Nanya Technology
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14 Apr 2024 11:05
Nanya Technology Sees DRAM Industry Pricing Rising Through 2024E; But Is Underperforming Financially
Nanya Tech's gross margin rebound appears to be lagging Memory peers. DRAM pricing is expected to improve through 2024E, but its mostly due to...
Vincent Fernando, CFA
355 Views
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