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

Led by DRAMs, Micron Crushes Q4 and Eyes Scarcity in 2026

Memory Monitor: The Sticky Era -- Memory’s Transition from Spot Pricing to Long-Cycle Commitments

Nanya July Revenue Soars 31% MoM As Micron Revises Current Quarter Guide Up >5%

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Thematic (Sector/Industry)

United states Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>With inference workloads scaling, NAND flash and HBM are now central to AI infrastructure, reshaping demand, pricing, and capex.</li>
<li>SSD demand is booked through 2026, HDD lead times stretch to 52 weeks, and persistent storage (commodity, you say?) has become mission-critical for inference data trails.</li>
<li>HBM to cross 43% of DRAM TAM, while packaging complexity and competition from Chinese players raise fresh and long-term questions on valuation and defensibility.</li>
</ul>


With inference workloads scaling, NAND flash and HBM are now central to AI infrastructure, reshaping demand, pricing, and capex.
SSD demand is booked through 2026, HDD lead times stretch to 52 weeks, and persistent storage (commodity, you say?) has become mission-critical for inference data trails.
HBM to cross 43% of DRAM TAM, while packaging complexity and competition from Chinese players raise fresh and long-term questions on valuation and defensibility.


From Commodity to Catalyst: Memory as the New Bottleneck