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

Intel Q126. Soaring On Multiple Tailwinds

Intel. It’s a Lot Better Thanks to Server CPU Demand. Let’s Look at Very Bullish Forecasts

Is NVIDIA’s Feynman Problem a Yield Issue in Disguise?

The Structural Forces Behind Intel's Supply Squeeze

Intel Scraps Apollo SCIP With Ireland's Fab34. Proof Of Intel Resurgence? Not Necessarily.

Reading Nvidia Through the Stack: Dell and CoreWeave Show Deployment Still Scaling

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>Intel has already pushed through 20% CPU price hikes with another increase likely in May, while CPU lines run at around 95% utilisation.</li>
<li>Intel is spending $14.2 billion to buy back Apollo’s stake in Fab 34 and pulling more of the AI stack into its orbit via SambaNova and Nvidia’s NVLink.</li>
<li>Panther Lake 18A yields around 65%, as Nvidia’s packaging struggles at TSMC pull it toward EMIB-T; a move out of the mid‑$60s and toward a $90-handle stops looking aggressive now!</li>
</ul>


Intel has already pushed through 20% CPU price hikes with another increase likely in May, while CPU lines run at around 95% utilisation.
Intel is spending $14.2 billion to buy back Apollo’s stake in Fab 34 and pulling more of the AI stack into its orbit via SambaNova and Nvidia’s NVLink.
Panther Lake 18A yields around 65%, as Nvidia’s packaging struggles at TSMC pull it toward EMIB-T; a move out of the mid‑$60s and toward a $90-handle stops looking aggressive now!


TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

When Shortage Meets 30% Price Hikes: The Intel Earnings Setup

Intel Corp

When Shortage Meets 30% Price Hikes: The Intel Earnings Setup