AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Thematic (Sector/Industry)

<ul>
<li>Samsung Foundry’s utilisation is recovering on 4nm/8nm, but 2nm yields keep break-even out of reach; TSMC tightness and Tesla’s AI6 deal are the near-term demand supports.</li>
<li>TSMC’s 3nm is effectively sold out through 2027, turning what began as a CoWoS bottleneck into a wafer constraint and pushing customers to hedge via Samsung and Intel.</li>
<li>AI is creating a new materials bottleneck in indium phosphide, while China’s CXMT accelerates DRAM scale-up, narrowing the process gap and reshaping bargaining power.</li>
</ul>


Samsung Foundry’s utilisation is recovering on 4nm/8nm, but 2nm yields keep break-even out of reach; TSMC tightness and Tesla’s AI6 deal are the near-term demand supports.
TSMC’s 3nm is effectively sold out through 2027, turning what began as a CoWoS bottleneck into a wafer constraint and pushing customers to hedge via Samsung and Intel.
AI is creating a new materials bottleneck in indium phosphide, while China’s CXMT accelerates DRAM scale-up, narrowing the process gap and reshaping bargaining power.


[Wafer Watch] Foundry Loading, 3nm Scarcity, and New Materials Constraints

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>US public EV charging stations reached ~80,200 by Dec-2025, up 7% YoY, with total ports at ~242,000, reflecting continued but moderating infrastructure expansion.</li>
<li>DC fast-charging ports grew 17% YoY to ~67,000, yet remain insufficient, leaving the US on track to undershoot NREL’s 2030 charging requirements.</li>
<li>Charging infrastructure remains highly concentrated, with California alone accounting for ~26% of public charging ports, underscoring regional gaps and range-anxiety risks.</li>
</ul>


US public EV charging stations reached ~80,200 by Dec-2025, up 7% YoY, with total ports at ~242,000, reflecting continued but moderating infrastructure expansion.
DC fast-charging ports grew 17% YoY to ~67,000, yet remain insufficient, leaving the US on track to undershoot NREL’s 2030 charging requirements.
Charging infrastructure remains highly concentrated, with California alone accounting for ~26% of public charging ports, underscoring regional gaps and range-anxiety risks.


US EV Charging Infrastructure Tracker - December 2025

<ul>
<li>U.S. had 79,717 public EV stations (up 6.3% YOY) and 239,759 ports (up 1.9% YOY) as of November 2025; California led EV charging station count with 24.1% share.</li>
<li>ChargePoint dominates Level 2 chargers (33% share), while Tesla leads in DC Fast charging (54% of total DC ports). Electrify America and EVgo follow with ~8% and 7% shares.</li>
<li>Europe surpassed 1 million charge points; China reached 4.53 million public and 18.64 million total chargers by October 2025.</li>
</ul>


U.S. had 79,717 public EV stations (up 6.3% YOY) and 239,759 ports (up 1.9% YOY) as of November 2025; California led EV charging station count with 24.1% share.
ChargePoint dominates Level 2 chargers (33% share), while Tesla leads in DC Fast charging (54% of total DC ports). Electrify America and EVgo follow with ~8% and 7% shares.
Europe surpassed 1 million charge points; China reached 4.53 million public and 18.64 million total chargers by October 2025.


US EV Charging Infrastructure Tracker - November 2025

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>On 27 November, the Korean Financial Services Commission (FSC) finally announced that it has completely abolished the restrictions on the foreigners opening integrated accounts to trade Korean stocks.</li>
<li>This amendment will start to take effect on 2 January 2026.</li>
<li><em><strong>What this means is that major global trading platforms such as IBKR will most likely be allowed to trade Korean stocks without any major restrictions sometime starting 1H 2026. </strong></em></li>
</ul>


On 27 November, the Korean Financial Services Commission (FSC) finally announced that it has completely abolished the restrictions on the foreigners opening integrated accounts to trade Korean stocks.
This amendment will start to take effect on 2 January 2026.
What this means is that major global trading platforms such as IBKR will most likely be allowed to trade Korean stocks without any major restrictions sometime starting 1H 2026. 


Foreigners Integrated Accounts Starting in January 2026: Impact on IBKR & Foreign Trading Platforms

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Maybe it’s 10, 20 years something like that. For me that’s long term. Um my prediction is that work will be optional.</li>
<li>The evidence speaks for itself uh but but but AI and humanoid robots will actually eliminate poverty and Tesla won’t be the only one that makes them.</li>
<li>There will still be constraints on power like electricity. The fundamental physics elements will still be constraints. Um but um I think at some point uh currency becomes irrelevant.</li>
</ul>


Maybe it’s 10, 20 years something like that. For me that’s long term. Um my prediction is that work will be optional.
The evidence speaks for itself uh but but but AI and humanoid robots will actually eliminate poverty and Tesla won’t be the only one that makes them.
There will still be constraints on power like electricity. The fundamental physics elements will still be constraints. Um but um I think at some point uh currency becomes irrelevant.


Did The Elon & Jensen Clown Show Just Crater The AI Narrative?

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tesla (TSLA US)

[Wafer Watch] Foundry Loading, 3nm Scarcity, and New Materials Constraints

Samsung’s utilisation improves, TSMC’s 3nm is sold out, InP substrates tighten, and CXMT accelerates its DRAM build-out.

Mint Finance

US EV Charging Infrastructure Tracker - December 2025

US public EV charging stations continue to grow, but DC fast-charging ports are still insufficient. California leads the way in infrastructure...

GSBR Research

US EV Charging Infrastructure Tracker - November 2025

The pace of growth of EV charging infrastructure in the U.S. remains modest. China, on the other hand, continues to extend its lead in EV charging....

GSBR Research

Foreigners Integrated Accounts Starting in January 2026: Impact on IBKR & Foreign Trading Platforms

FSC abolished restrictions on foreigners opening integrated accounts to trade Korean stocks, effective January 2, 2026. IBKR/others are expected to...

Douglas Kim

Did The Elon & Jensen Clown Show Just Crater The AI Narrative?

At last week's US-Saudi Investment Forum, Elon's inability to clearly articulate the deal he had just signed with the KSA was shocking.

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Wafer Watch] Foundry Loading, 3nm Scarcity, and New Materials Constraints

Samsung’s utilisation improves, TSMC’s 3nm is sold out, InP substrates tighten, and CXMT accelerates its DRAM build-out.

Mint Finance

US EV Charging Infrastructure Tracker - December 2025

​US public EV charging stations continue to grow, but DC fast-charging ports are still insufficient. California leads the way in infrastructure...

GSBR Research

US EV Charging Infrastructure Tracker - November 2025

The pace of growth of EV charging infrastructure in the U.S. remains modest. China, on the other hand, continues to extend its lead in EV charging....

GSBR Research

Foreigners Integrated Accounts Starting in January 2026: Impact on IBKR & Foreign Trading Platforms

FSC abolished restrictions on foreigners opening integrated accounts to trade Korean stocks, effective January 2, 2026. IBKR/others are expected to...

Douglas Kim

Did The Elon & Jensen Clown Show Just Crater The AI Narrative?

At last week's US-Saudi Investment Forum, Elon's inability to clearly articulate the deal he had just signed with the KSA was shocking.

William Keating

US public EV charging stations continue to grow, but DC fast-charging ports are still insufficient. California leads the way in infrastructure...