AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

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.

Equity Bottom-Up

<ul>
<li>NVIDIA's dominance in AI GPUs, with 80% market share, has driven data center revenue growth by 427% YoY, with analysts expecting a 112% YoY revenue increase to $28.68 billion.</li>
<li>NVIDIA's GPUs are crucial for AI workloads, with significant adoption by cloud giants like AWS and Microsoft Azure. AI-specific chips are expected to drive 40% of 2024 revenue.</li>
<li>47 out of 61 analysts rate NVIDIA a strong buy, with average 12-month price targets showing 13% upside, reflecting confidence in its AI leadership despite potential market volatility.</li>
</ul>


NVIDIA's dominance in AI GPUs, with 80% market share, has driven data center revenue growth by 427% YoY, with analysts expecting a 112% YoY revenue increase to $28.68 billion.
NVIDIA's GPUs are crucial for AI workloads, with significant adoption by cloud giants like AWS and Microsoft Azure. AI-specific chips are expected to drive 40% of 2024 revenue.
47 out of 61 analysts rate NVIDIA a strong buy, with average 12-month price targets showing 13% upside, reflecting confidence in its AI leadership despite potential market volatility.


[Q2 Earnings Preview] NVIDIA To Maintain AI GPU Leadership As Revenues Surge

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>Nvidia, Dell, Marvell results coming out this week.. Apple iPhone 16 Reveal September 9th?</li>
<li>Micron progressing on potential Taiwan capacity expansion due to strong HBM DRAM demand</li>
<li>AMD acquires a key U.S. server systems integrator, expanding its enterprise server opportunity in a market including Taiwan's server ODM players such as Hon Hai, Wiwynn, Inventec, Quanta, and Compal.</li>
</ul>


Nvidia, Dell, Marvell results coming out this week.. Apple iPhone 16 Reveal September 9th?
Micron progressing on potential Taiwan capacity expansion due to strong HBM DRAM demand
AMD acquires a key U.S. server systems integrator, expanding its enterprise server opportunity in a market including Taiwan's server ODM players such as Hon Hai, Wiwynn, Inventec, Quanta, and Compal.


Taiwan Tech Weekly: Nvidia Results Imminent; Apple IPhone 16 Reveal Date; Micron's Taiwan Expansion

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>First, let’s start with Intel. Intel had a pretty poor earnings result. There’s no two ways about it.</li><li>Intel reports Q2 EPS $0.02 ex-items vs FactSet $0.10, announces $10B cost reduction plan; suspends dividend</li><li>There was another layoff of around 15% of employees, a full dividend suspension (finally, guys), and a capex cut.</li></ul>

First, let’s start with Intel. Intel had a pretty poor earnings result. There’s no two ways about it.Intel reports Q2 EPS $0.02 ex-items vs FactSet $0.10, announces $10B cost reduction plan; suspends dividendThere was another layoff of around 15% of employees, a full dividend suspension (finally, guys), and a capex cut.

Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Lots of inquiries and discussions about the semiconductor market this week, stock market movements relatively flat</li><li>Nvidia up 11%, AMD up 7%, Microsoft up 4% last week</li><li>Market experiencing a dialing back of hype, some names still overvalued, but overall growth dynamics in semiconductors still intact</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Lots of inquiries and discussions about the semiconductor market this week, stock market movements relatively flatNvidia up 11%, AMD up 7%, Microsoft up 4% last weekMarket experiencing a dialing back of hype, some names still overvalued, but overall growth dynamics in semiconductors still intactThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 79: Not Your Grandfathers Data Center

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>TSMC July revenues of NT$256.95 billion, +23.6% MoM &amp; + a whopping 44.7% YoY</li>
<li>Q224 silicon area wafer shipments amounted to 3,035 MSI, up 7.1% QoQ but down 8.9% YoY</li>
<li>Q224 semiconductor sales reached $149.9 billion, +6.5% QoQ and +18.3% YoY.</li>
</ul>


TSMC July revenues of NT$256.95 billion, +23.6% MoM &amp; + a whopping 44.7% YoY
Q224 silicon area wafer shipments amounted to 3,035 MSI, up 7.1% QoQ but down 8.9% YoY
Q224 semiconductor sales reached $149.9 billion, +6.5% QoQ and +18.3% YoY.


TSMC July Revenue Surges 44.7% YoY, Sets A New Record Monthly High

United States

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

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Advanced Micro Devices (AMD US)

[Q2 Earnings Preview] NVIDIA To Maintain AI GPU Leadership As Revenues Surge

Nvidia’s Q2 earnings are expected to reveal a 112% YoY revenue increase to $28.68B, driven by explosive growth in data centre revenues and robust...

Mint Finance

Taiwan Tech Weekly: Nvidia Results Imminent; Apple IPhone 16 Reveal Date; Micron's Taiwan Expansion

Nvidia, Dell, and Marvell to soon release results, while Micron considers Taiwan expansion and AMD acquires U.S. server integrator in industry of...

Vincent Fernando, CFA

Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game

First, let’s start with Intel. Intel had a pretty poor earnings result. There’s no two ways about it. Intel reports Q2 EPS $0.02 ex-items vs...

Fabricated Knowledge

Episode 79: Not Your Grandfathers Data Center

Conversations focused on the performance of semiconductor stocks, including Nvidia up 11%, AMD up 7%, and Microsoft up 4%, with questions arising...

The Circuit

TSMC July Revenue Surges 44.7% YoY, Sets A New Record Monthly High

TSMC July revenues NT$256.95 billion, +23.6% MoM & +44.7% YoY. Q224 silicon area wafer shipments 3,035 MSI, +7.1% QoQ but -8.9% YoY. Q224 semi...

William Keating

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