Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Taiwan Tech Weekly: TSMC Apple Arizona Production Milestone, Samsung 3nm Yield Still Weak Vs. TSMC

Global Semi Sales Strength Continues In July. How Long Can It Last?

Taiwan Dual-Listings Monitor: TSMC Back to Higher Premium Range; ASE Premium Remains Collapsed

Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered

TSMC (2330.TT; TSM.US): Benefiting from Intel (INTC.US) Skipping 20A Process.

Taiwan Dual-Listings Monitor: TSMC Returning to Higher Trading Range? ASE's Two Upcoming Events

NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red Flag

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

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>Explosive pagers linked to Hezbollah attacks spark controversy for a Taiwanese brand.</li>
<li>Not just Lebanon – today it was reported that the South Korean military removed Chinese-made CCTV cameras after secret backdoors were detected.</li>
<li>A counter-intuitive conclusion: Despite recent news, is the trend ultimately positive for Taiwanese tech hardware makers?</li>
</ul>


Explosive pagers linked to Hezbollah attacks spark controversy for a Taiwanese brand.
Not just Lebanon – today it was reported that the South Korean military removed Chinese-made CCTV cameras after secret backdoors were detected.
A counter-intuitive conclusion: Despite recent news, is the trend ultimately positive for Taiwanese tech hardware makers?


Hezbollah's Pager Explosions and South Korea's Security Breach - Implications for Tech Supply Chains