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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
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bullish
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Asustek Computer
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30 Jun 2024 22:58
PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration
PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...
Vincent Fernando, CFA
267 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Jun 2024 11:30
Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range
ASE and ChipMOS premiums have bounced from the lower end of their trading ranges and could have further room to go higher. TSMC has remained...
Vincent Fernando, CFA
333 Views
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bullish
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Global Unichip
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30 Jun 2024 05:21
TechChain Insights: Call with TSMC Partner Global Unichip; Potential to Outpace TSMC Revenue Growth?
GUC, a key provider of semiconductor design services, is a second-derivative play on TSMC's growth with potential to surprise the market and catch...
Vincent Fernando, CFA
353 Views
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bullish
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Micron Technology
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28 Jun 2024 00:13
Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive
Discusses the recovery of traditional data centers, strength in SSD memory for AI applications, upcycle in PCs driven by Windows 12, and potential...
Vincent Fernando, CFA
268 Views
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bullish
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Delta Electronics
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27 Jun 2024 19:48
Delta Taiwan Vs. Thailand Monitor: Taiwan's Nvidia Solutions Show Why TW Better Value Than Thailand
Delta Taiwan has outperformed its Delta Thailand subsidiary recently. It has better access to cutting edge opportunities than its subsidiary....
Vincent Fernando, CFA
261 Views
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