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

Himax Sees China Automotive Market Softening; AI Sensing and AI/HPC Optics Opportunities Expanding

Taiwan Dual-Listings Monitor: History Implies TSMC Spread to Trade Down; ASE Still Broken Down

Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant

PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long

Silicon Motion 2Q24 Results Take-Aways: Strong Growth & NAND Flash Market Share Gains Expected

Asustek & Acer Key Takeaways: Strong July Revenue Growth and 'New Product Life Cycle' Starting 3Q24

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) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>Last Week -- TSMC's July Revenue Soared, Asustek Guided for PC Growth Acceleration, While KYEC, Mediatek, and UMC Rebounded</li>
<li>Key Events -- This Week Look to Hon Hai &amp; Zhen Ding Earnings and Guidance for Servers, AI PCs/Mobiles, iPhone 16</li>
<li>PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long </li>
</ul>


Last Week -- TSMC's July Revenue Soared, Asustek Guided for PC Growth Acceleration, While KYEC, Mediatek, and UMC Rebounded
Key Events -- This Week Look to Hon Hai &amp; Zhen Ding Earnings and Guidance for Servers, AI PCs/Mobiles, iPhone 16
PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long 


Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16