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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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29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
164 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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28 Apr 2024 22:40
Taiwan Dual-Listings Monitor: TSMC & ASE Spreads Surge to Extremes; CHT Shorts Massing Pre-Earnings
ADR spreads have surged to historically extreme levels for TSMC, ASE, and UMC. For CHT, we note a surge in short interest for its Taiwan shares...
Vincent Fernando, CFA
182 Views
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bullish
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Mediatek Inc
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28 Apr 2024 21:30
Mediatek Seeing Massive Rebound in Mobile; Major AI Data Center Driver on the Horizon
Mediatek is enjoying strong growth in its mobile phone segment; with notable strength in high-end smartphones. The company could re-rate as its...
Vincent Fernando, CFA
173 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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
368 Views
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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
289 Views
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