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

Intel @ Deutsche Bank Technology Conference. Key Takeaways & Full Transcript

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

What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage

Intel Q2: The $1.40 EPS Kicker and the 18A Margin Illusion

Intel Q2 2026. Doubling Down On 14A, But Is It Too Little, Too Late?

Intel Earnings Expose the Street's Stealth Upgrade Cycle

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>Intel says EMIB-T packaging could generate multiple billions of dollars per customer annually, with 40% gross and 30% operating margins from a relatively capital-light business.</li>
<li>SK hynix is reportedly considering Intel for HBM4E base dies, offering a potential first step into AI silicon without displacing TSMC from the entire accelerator.</li>
<li>Packaging can give Intel external revenue, process learning and customer relationships before 14A is fully proven, lowering the hurdle for its broader foundry ambitions.</li>
</ul>


Intel says EMIB-T packaging could generate multiple billions of dollars per customer annually, with 40% gross and 30% operating margins from a relatively capital-light business.
SK hynix is reportedly considering Intel for HBM4E base dies, offering a potential first step into AI silicon without displacing TSMC from the entire accelerator.
Packaging can give Intel external revenue, process learning and customer relationships before 14A is fully proven, lowering the hurdle for its broader foundry ambitions.
