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

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

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

PC Monitor: Microsoft Copilot Wave 2 Unveils Major AI Boost; Reiterate Structural Long for PC Makers

Samsung Electronics (005930-KR): Quality Generative AI Play, Trading at a Discount

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's U.S. Production Strategy Achieves Major Milestone - Begins Production of Apple A16 Chips in Arizona</li>
<li>Reports of Apple's Disappointing Initial iPhone 16 Sales Data; Key Taiwan Suppliers Top Losers Recently</li>
<li>Samsung Falling Behind TSMC - New Report of Low Yields Continuing to Plague Samsung's 3nm AI Processors</li>
</ul>


TSMC's U.S. Production Strategy Achieves Major Milestone - Begins Production of Apple A16 Chips in Arizona
Reports of Apple's Disappointing Initial iPhone 16 Sales Data; Key Taiwan Suppliers Top Losers Recently
Samsung Falling Behind TSMC - New Report of Low Yields Continuing to Plague Samsung's 3nm AI Processors


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