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

TSMC Shatters Q2 Expectations Bolstered by Strong AI Chip Demand

TSMC (2330.TT; TSM.US): The 25% YoY Growth Rate Will Be Expected in 2024.

TSMC's June Revenue Declined 9.5% MoM. Should We Be Worried?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Equity Bottom-Up

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

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>TSMC’s June 2024 revenue increased by 32.9% YoY, exceeding expectations with $6.42 billion. </li>
<li>It dominates with &gt;62% of the global foundry market share, propelled by AI demand. </li>
<li>Expansion into the automotive market and new fabs in the U.S. and Japan highlight TSMC’s growth strategy. </li>
</ul>


TSMC’s June 2024 revenue increased by 32.9% YoY, exceeding expectations with $6.42 billion. 
It dominates with &gt;62% of the global foundry market share, propelled by AI demand. 
Expansion into the automotive market and new fabs in the U.S. and Japan highlight TSMC’s growth strategy. 


[Q2 Earnings Preview] TSMC: All Eyes on 2nm Chips, Fab Expansion & Continued Earnings Beat