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

Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC

Taiwan Dual-Listings Monitor: Weakness Could Open TSMC Long Level; ASE Short Interest Keeps Surging

Taiwan Tech Weekly: Wave of Earnings Imminent; New TSMC Price Hike; Mediatek Winner of QCOM/ARM Spat

Taiwan Dual-Listings Monitor: TSMC Establishing New Higher Range?; UMC's Aggressive Headroom Decline

Taiwan Tech Weekly: TSMC Oct Revenue; GlobalWafers Recovery Pushed to 2025E; UMC 4Q24E Challenges

Vanguard (5347.TT): 4Q24 Outlook Is a Bit Better, but Investment in EPISIL Isn't a near Term Payback

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>TSMC: +18.6% Premium; Near the Middle of Most Recent Trading Range</li>
<li>UMC: -1.4% Discount; Short Interest in Local Shares Continues to Surge</li>
<li>ASE: +2.0% Premium; Another Example of Surging Short Interest in Local Shares</li>
</ul>


TSMC: +18.6% Premium; Near the Middle of Most Recent Trading Range
UMC: -1.4% Discount; Short Interest in Local Shares Continues to Surge
ASE: +2.0% Premium; Another Example of Surging Short Interest in Local Shares


Taiwan Dual-Listings Monitor: Surging Short Interest in Local Shares of UMC and ASE