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>Political scrutiny and perception issues form a tense backdrop ahead of Tan’s Oval Office meeting.</li>
<li>Strategic rifts over investment pace, 14A development, and fab build-outs are at the heart of the discussion.</li>
<li>The meeting’s outcome may hinge on whether Tan can align Intel’s roadmap with Trump’s manufacturing agenda.</li>
</ul>


Political scrutiny and perception issues form a tense backdrop ahead of Tan’s Oval Office meeting.
Strategic rifts over investment pace, 14A development, and fab build-outs are at the heart of the discussion.
The meeting’s outcome may hinge on whether Tan can align Intel’s roadmap with Trump’s manufacturing agenda.


What’s Trump After in Lip-Bu Tan’s Oval Office Meeting?

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>Intel CEO Lip Bu Tan is reportedly headed to Washington today to meet with the US Administration and clear up any misunderstandings about his past investments in China etc.</li>
<li>Meanwhile, former CEO Craig Barrett published his third opinion piece about Intel's future and calls LBT's strategy of not investing further in 14A without customer support a joke</li>
<li>It’s challenging to deal with the US Administration from a position of strength. It’s a whole different ball game when both the CEO &amp; the company are in crisis mode...</li>
</ul>


Intel CEO Lip Bu Tan is reportedly headed to Washington today to meet with the US Administration and clear up any misunderstandings about his past investments in China etc.
Meanwhile, former CEO Craig Barrett published his third opinion piece about Intel's future and calls LBT's strategy of not investing further in 14A without customer support a joke
It’s challenging to deal with the US Administration from a position of strength. It’s a whole different ball game when both the CEO &amp; the company are in crisis mode...


Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke

<ul>
<li>President Trump wants Intel CEO Lip Bu Tan to resign immediately because he claims that he is "highly CONFLICTED"</li>
<li>The President's concerns likely relate to a recent DoJ case against Cadence as well an investigation by the Select Committee on the CCP into Walden International's Chinese investments</li>
<li>That both these topics weren't comprehensively addressed and mitigated prior to Mr. Tan's appointment beggars belief. Where was the due diligence Mr. Yeary?</li>
</ul>


President Trump wants Intel CEO Lip Bu Tan to resign immediately because he claims that he is "highly CONFLICTED"
The President's concerns likely relate to a recent DoJ case against Cadence as well an investigation by the Select Committee on the CCP into Walden International's Chinese investments
That both these topics weren't comprehensively addressed and mitigated prior to Mr. Tan's appointment beggars belief. Where was the due diligence Mr. Yeary?


Taiwan Tech Focused Senior Analyst

Patrick Liao

<ul>
<li>US President Trump urged <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> yesterday to replace its current CEO, Mr. Lip-Bu Tan.</li>
<li>We believe Intel Foundry Services (IFS) could be a highly challenging — or even misguided — strategy</li>
<li>Intel Corp’s share price has declined about 23% since Mr. Lip-Pu Tan took office.</li>
</ul>


US President Trump urged Intel Corp (INTC US) yesterday to replace its current CEO, Mr. Lip-Bu Tan.
We believe Intel Foundry Services (IFS) could be a highly challenging — or even misguided — strategy
Intel Corp’s share price has declined about 23% since Mr. Lip-Pu Tan took office.


Intel (INTC.US): Changing the CEO Could Save This Company? Probably the Wrong Direction.

<ul>
<li>Tesla &amp; Samsung just inked an eight year, $16.5 billion foundry deal set to run from July 24, 2025 through December 31, 2033.</li>
<li>Had Intel snagged this deal, it would have been a lifesaver for the company. Not getting it likely triggered the updated "Risk Factors" section in their latest 10K.</li>
<li>This isn't Intel playing politics, there's no point. It's LBT laying it on the line for investors. Continued investment in 14A is no longer a given. It's that simple...</li>
</ul>


Tesla &amp; Samsung just inked an eight year, $16.5 billion foundry deal set to run from July 24, 2025 through December 31, 2033.
Had Intel snagged this deal, it would have been a lifesaver for the company. Not getting it likely triggered the updated "Risk Factors" section in their latest 10K.
This isn't Intel playing politics, there's no point. It's LBT laying it on the line for investors. Continued investment in 14A is no longer a given. It's that simple...


Intel. Was Tesla's Deal With Samsung The Death Knell For IFS?

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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Intel Corp (INTC US)

What’s Trump After in Lip-Bu Tan’s Oval Office Meeting?

Tensions rise as Intel CEO Tan prepares to meet with Trump, facing strategic differences over investments and manufacturing alignment.

Mint Finance

Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke

It’s challenging to deal with the US Administration from a position of strength. It’s a whole different ball game when both the CEO & the company...

William Keating

Intel. Crisis Mode All Over Again

It beggars belief that Mr.Tan's investment history & the investigation by the CCP Select Committee into Walden International weren't...

William Keating

Intel (INTC.US): Changing the CEO Could Save This Company? Probably the Wrong Direction.

US President wants Intel Corp to replace CEO Lip-Pu Tan. The strategy of Intel Foundry Services is seen as potentially problematic.

Patrick Liao

Intel. Was Tesla's Deal With Samsung The Death Knell For IFS?

This isn't Intel playing politics, there's no point. It's LBT laying it on the line for investors. Continued investment in 14A is no longer a...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

What’s Trump After in Lip-Bu Tan’s Oval Office Meeting?

​Tensions rise as Intel CEO Tan prepares to meet with Trump, facing strategic differences over investments and manufacturing alignment.

Mint Finance

Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke

It’s challenging to deal with the US Administration from a position of strength. It’s a whole different ball game when both the CEO & the company...

William Keating

Intel. Crisis Mode All Over Again

It beggars belief that Mr.Tan's investment history & the investigation by the CCP Select Committee into Walden International weren't...

William Keating

Intel (INTC.US): Changing the CEO Could Save This Company? Probably the Wrong Direction.

​US President wants Intel Corp to replace CEO Lip-Pu Tan. The strategy of Intel Foundry Services is seen as potentially problematic.

Patrick Liao

Intel. Was Tesla's Deal With Samsung The Death Knell For IFS?

This isn't Intel playing politics, there's no point. It's LBT laying it on the line for investors. Continued investment in 14A is no longer a...

William Keating

Tensions rise as Intel CEO Tan prepares to meet with Trump, facing strategic differences over investments and manufacturing alignment.

US President wants Intel Corp to replace CEO Lip-Pu Tan. The strategy of Intel Foundry Services is seen as potentially problematic.