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Vincent Fernando, CFA
Managing Director, Zero One
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Zero One
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Location:
Taiwan
Joined:
24 September 2019
387
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bullish
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Asustek Computer
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30 Apr 2024 23:21
PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle
CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.
Vincent Fernando, CFA
239 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Apr 2024 19:34
Deep Dive Into Samsung's Memory & Foundry Results: TSMC, AI PC, Server, AI Phone Implications
Foundry segment's losses reduced, but still loss-making. Samsung's order backlog is at an all-time high but Samsung Foundry results suggest...
Vincent Fernando, CFA
246 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
284 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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28 Apr 2024 22:40
Taiwan Dual-Listings Monitor: TSMC & ASE Spreads Surge to Extremes; CHT Shorts Massing Pre-Earnings
ADR spreads have surged to historically extreme levels for TSMC, ASE, and UMC. For CHT, we note a surge in short interest for its Taiwan shares...
Vincent Fernando, CFA
285 Views
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bullish
•
Mediatek Inc
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28 Apr 2024 21:30
Mediatek Seeing Massive Rebound in Mobile; Major AI Data Center Driver on the Horizon
Mediatek is enjoying strong growth in its mobile phone segment; with notable strength in high-end smartphones. The company could re-rate as its...
Vincent Fernando, CFA
263 Views
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