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.

Equity Bottom-Up

<ul>
<li>The 20% price hikes are supported by a genuine collapse in global CPU availability, with Raptor Lake paralysing the industrial PC market and forcing buyers into a hard bottleneck.</li>
<li>Intel’s ability to monetize this pricing leverage hinges entirely on 18A yields. Recent 65% yield milestones on Panther Lake provide a credible baseline for relief.</li>
<li>Intel is also aggressively ramping equipment orders for 14A and EMIB to capitalize on the shortage, shifting its foundry from option value to an actual booking story.</li>
</ul>


The 20% price hikes are supported by a genuine collapse in global CPU availability, with Raptor Lake paralysing the industrial PC market and forcing buyers into a hard bottleneck.
Intel’s ability to monetize this pricing leverage hinges entirely on 18A yields. Recent 65% yield milestones on Panther Lake provide a credible baseline for relief.
Intel is also aggressively ramping equipment orders for 14A and EMIB to capitalize on the shortage, shifting its foundry from option value to an actual booking story.


Intel Q1 Checkpoint: 18A Metrics, Foundry Equipment Ramps, and Options Market Positioning

Taiwan

E&R Engineering Corporation designs and manufactures machines and packing materials for semiconductors, SMT, IC substrate, LED and passive components. The Company's machines consist of automation equipment, UV lasers, dispensers, printers and plasma chambers. E&R also offers carrier tape and plastic reels.

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

E&R Engineering (8027 TT)

Intel Q1 Checkpoint: 18A Metrics, Foundry Equipment Ramps, and Options Market Positioning

Intel is capitalizing on CPU shortage with price hikes, relying on improved yields for relief and ramping up foundry equipment orders to win...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intel Q1 Checkpoint: 18A Metrics, Foundry Equipment Ramps, and Options Market Positioning

​Intel is capitalizing on CPU shortage with price hikes, relying on improved yields for relief and ramping up foundry equipment orders to win...

Mint Finance

Intel is capitalizing on CPU shortage with price hikes, relying on improved yields for relief and ramping up foundry equipment orders to win...