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

It's Official, OpenAI Is Becoming A Multi-Trillion Dollar Hyperscaler

What Are the Arguments in Favor and Against an AI Bubble?

First AMD, Now Broadcom. How OpenAI Is Ruining NVIDIA's Party

Networking Powers Nvidia's Quarter, but Core Growth Under Scrutiny

Working Capital Strain: Why Nvidia’s Cash Flow Isn’t Keeping Up with Its Profits

Nvidia’s $Billion China Gamble: Downgraded Chips, Government Cuts, & Geopolitics!

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>China’s analog chip probe and revived Nvidia antitrust case are part of a deeper strategy to force foreign tech out of its supply chain.</li>
<li>Nvidia’s China-only B40 flops, with buyers preferring grey market alternatives. Meanwhile, Domestic chipmakers like Novosense and SG Micro have rallied sharply as procurement tilts inward.</li>
<li>If Beijing blocks Nvidia’s B30A next, it could mark a full commercial exit. U.S. peers like TXN, AMD, and Synopsys may also not be far behind.</li>
</ul>


China’s analog chip probe and revived Nvidia antitrust case are part of a deeper strategy to force foreign tech out of its supply chain.
Nvidia’s China-only B40 flops, with buyers preferring grey market alternatives. Meanwhile, Domestic chipmakers like Novosense and SG Micro have rallied sharply as procurement tilts inward.
If Beijing blocks Nvidia’s B30A next, it could mark a full commercial exit. U.S. peers like TXN, AMD, and Synopsys may also not be far behind.


Suzhou Novosense Microelectron (688052 CH)

Not a Bargaining Chip: Beijing Is Dismantling Nvidia’s China Playbook

NVIDIA Corp

Not a Bargaining Chip: Beijing Is Dismantling Nvidia’s China Playbook