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 Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm

Taiwan Dual-Listings Monitor: TSMC Rebounds After Sharp Breakdown; ASE Major Premium Breakdown

Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils AI Catch-Up Plan

Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range

PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration

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: +15.1% Premium; Will It Break Down to Lower Past Trading Levels?</li>
<li>UMC: +2.4% Premium; Can Consider Shorting This Historically High Level</li>
<li>ChipMOS: -3.1% Discount; Long The Spread Given Historically Extreme Discount</li>
</ul>


TSMC: +15.1% Premium; Will It Break Down to Lower Past Trading Levels?
UMC: +2.4% Premium; Can Consider Shorting This Historically High Level
ChipMOS: -3.1% Discount; Long The Spread Given Historically Extreme Discount


Taiwan Dual-Listings Monitor: TSMC Spread on Brink of Falling to Past Levels; UMC Extreme Premium