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

Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate

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China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter

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Taiwan Dual-Listings: Premiums Bounced... And Have Now Declined Again

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Equity Bottom-Up

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

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>While most of the semi industry is reducing capex due to market weakness -- Samsung says it will still expand capacity next year.</li>
<li>China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.</li>
<li>TSMC in advanced talks to set up its first European production capacity in Germany.</li>
</ul>


While most of the semi industry is reducing capex due to market weakness -- Samsung says it will still expand capacity next year.
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
TSMC in advanced talks to set up its first European production capacity in Germany.


Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further