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.

Deep Fundamental Analysis

[Memory Q2: Part 1] Stripping the Noise from SK Hynix and Samsung’s Q2 Prints

[Memory Q2: Part 2] The Contract-Backed Cycle and the Cash Mountain

Fabless, Until Capacity Has to Be Financed

Samsung's Gaia: A PIM Trojan Horse and the Case for Structural Outperformance

CXMT Corporation (长鑫科技) Pre-IPO: Key Investment Thesis

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Thematic (Sector/Industry)

South korea Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>A month since Roundhill’s GigaDevice inclusion started offering indirect exposure to China’s emerging memory ecosystem; CXMT’s Shanghai debut now puts its largest DRAM manufacturer on investors’ screens.</li>
<li>CXMT’s share gains are real, but Q1 revenue momentum was amplified by tight supply and pricing; Counterpoint’s 11% 2028 bit-share forecast remains below viable scale.</li>
<li>Tencent contracts and IPO funds give CXMT time to upgrade its mix, but Korea’s $518 billion buildout sets the deadline for becoming an advanced-memory competitor.</li>
</ul>


A month since Roundhill’s GigaDevice inclusion started offering indirect exposure to China’s emerging memory ecosystem; CXMT’s Shanghai debut now puts its largest DRAM manufacturer on investors’ screens.
CXMT’s share gains are real, but Q1 revenue momentum was amplified by tight supply and pricing; Counterpoint’s 11% 2028 bit-share forecast remains below viable scale.
Tencent contracts and IPO funds give CXMT time to upgrade its mix, but Korea’s $518 billion buildout sets the deadline for becoming an advanced-memory competitor.


CXMT’s $8.6B Memory Clock: GigaDevice, Korea and China’s Fourth DRAM Bet