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 Dual-Listings Monitor: High Spreads Persist After CNY Break

Taiwan Tech Weekly: TSMC Playing Post-CNY Catch-Up; All Eyes on Upcoming Nvidia Results

Taiwan Tech Weekly: AI Plays Weak Ahead of Nvidia Results Today; Intel & UMC; ARM & Novatek

Taiwan Top 50 ETF Rebalance Preview: Short Covering Drives Alchip (3661 TT) Higher

AMD. This Party's Just Getting Started...

Largest Display Driver Maker in the World's Guidance Implies Growth Reversal Coming in Feb & March

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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) / Equity Bottom-Up

<ul>
<li>Latest Performance: Taiwan AI Names Keep Flying; ASE &amp; Mediatek Lose Steam After Reporting</li>
<li>Largest Display Driver Maker in the World's Guidance Implies Growth Reversal Coming in Feb &amp; March</li>
<li>TSMC and Samsung Will Keep Their Most Advanced Chipmaking at Home</li>
</ul>


Latest Performance: Taiwan AI Names Keep Flying; ASE &amp; Mediatek Lose Steam After Reporting
Largest Display Driver Maker in the World's Guidance Implies Growth Reversal Coming in Feb &amp; March
TSMC and Samsung Will Keep Their Most Advanced Chipmaking at Home


Taiwan Semiconductor (TSMC) - ADR (TSM US)

Fitipower Integrated Technology (4961 TT)

Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying