Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

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

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>Top Gainers/Loser: Taiwan Tech Stocks Hit Hard Last Week By Global AI/Tech Pullback</li>
<li>Key Events This Week: Major Earnings Week Including UMC, Mediatek, Realtek, AMD, Microsoft</li>
<li>TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices </li>
</ul>


Top Gainers/Loser: Taiwan Tech Stocks Hit Hard Last Week By Global AI/Tech Pullback
Key Events This Week: Major Earnings Week Including UMC, Mediatek, Realtek, AMD, Microsoft
TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices 


Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings

<ul>
<li>TSMC June Sales Surge Higher Than Expectations; Apple Will Be Use TSMC's 2nm Node for Next Year's iPhone 17</li>
<li>Wiwynn GDR Offering - US$1.45bn Dilutive Offering, but Momentum Has Been Very Strong </li>
<li>Silergy (6415.TT): Trial-Run with Vanguard, and Recent Stock Drops Represent an Entry Opportunity. </li>
</ul>


TSMC June Sales Surge Higher Than Expectations; Apple Will Be Use TSMC's 2nm Node for Next Year's iPhone 17
Wiwynn GDR Offering - US$1.45bn Dilutive Offering, but Momentum Has Been Very Strong 
Silergy (6415.TT): Trial-Run with Vanguard, and Recent Stock Drops Represent an Entry Opportunity. 


Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul>
<li>Nvidia GTC Conference This Week Likely to Create Newsflow for Many Tech Names</li>
<li>Samsung Could Hike NAND Flash Prices by 20%; Silicon Motion for Exposure</li>
<li>TSMC Reportedly Placing Orders for Additional Advanced Packaging Capacity, Likely In Response to Demand Strength</li>
</ul>


Nvidia GTC Conference This Week Likely to Create Newsflow for Many Tech Names
Samsung Could Hike NAND Flash Prices by 20%; Silicon Motion for Exposure
TSMC Reportedly Placing Orders for Additional Advanced Packaging Capacity, Likely In Response to Demand Strength


Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.</li><li>Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.</li><li>Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.</li></ul>

SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

<ul><li>Singtex's sustainable dyeing plant aims to boost profits by enhancing eco-friendly practices in textile industry</li><li>Tata Motors partners with Delta Electronics and Thunderplus Solutions to set up fast charging stations in India</li><li>Epson dominates robotic arm market with three key strategies, solidifying their leadership position in the industry</li></ul>

Singtex's sustainable dyeing plant aims to boost profits by enhancing eco-friendly practices in textile industryTata Motors partners with Delta Electronics and Thunderplus Solutions to set up fast charging stations in IndiaEpson dominates robotic arm market with three key strategies, solidifying their leadership position in the industry

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

Taiwan

Advantech Co., Ltd. manufactures and markets embedded personal computers (PC), network computing products, industrial automation products, and panel PCs.

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Advantech (2395 TT)

Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings

A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.

Vincent Fernando, CFA

Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm

TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...

Vincent Fernando, CFA

Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand

Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...

Vincent Fernando, CFA

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

Tech companies like SK Hynix, TSMC, Meta, Intel, and Samsung are making strategic moves in the industry while facing challenges like revenue...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

Singtex's sustainable dyeing plant boosts profits, South Korea's EV market hurt by battery fires, Tata Motors partners for fast charging stations,...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings

A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.

Vincent Fernando, CFA

Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm

​TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...

Vincent Fernando, CFA

Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand

​Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...

Vincent Fernando, CFA

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

Tech companies like SK Hynix, TSMC, Meta, Intel, and Samsung are making strategic moves in the industry while facing challenges like revenue...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

Singtex's sustainable dyeing plant boosts profits, South Korea's EV market hurt by battery fires, Tata Motors partners for fast charging stations,...

Tech Supply Chain Tracker

TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...

Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...