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: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

Taiwan Dual-Listings Monitor: TSMC Spread Back to Elevated Range; ASE Short Interest Spikes Higher

All Is Not Well in Tech Sector, AI Growth Slows, TSMC Expensive. Samsung, SK Hynix More Attractive.

United Microelectronics: Intel Foundry Should Take a Stake; Latest News Makes This More Likely

Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low Premium

Taiwan Tech Weekly: Qualcomm Eyes Bold Intel Acquisition; Global Semi Sales Strength Continues

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>TSMC: +14.2% Premium; Can Consider Going Long at Current Level</li>
<li>UMC: +1.8% Premium; The ADR Headroom Has Decreased Yet Again</li>
<li>ASE: +5.4% Premium; Short Interest Surging for The Local Shares</li>
</ul>


TSMC: +14.2% Premium; Can Consider Going Long at Current Level
UMC: +1.8% Premium; The ADR Headroom Has Decreased Yet Again
ASE: +5.4% Premium; Short Interest Surging for The Local Shares


Taiwan Dual-Listings Monitor: TSMC Premium Back Below 15%; ASE Short Interest Surging