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

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

We See TSMC's Margins Increasing Much Higher Than Guidance in Long-Term; 2Q24 Shows Apple Ramping Up

TSMC (2330.TT; TSM.US): The Outlook of 3Q24 Is Pretty Much In-Line, and GM Could Be Better.

Taiwan Dual-Listings Monitor: TSMC Rebounds After Sharp Breakdown; ASE Major Premium Breakdown

Top 10 Mega Caps | Artificial Intelligence, Mint Finance

Uttkarsh Kohli

Top 10 Mega Caps | Artificial Intelligence

Equity Bottom-Up

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

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>TSMC's Q2 revenue hits NT$673.51 billion, exceeding expectations amid strong demand for advanced chips.</li>
<li>TSMC to grapple with tight supply through 2025, striving to meet soaring global demand across various sectors.</li>
<li>TSMC on track for 2025 mass production of 2nm chips, enhancing capabilities for more powerful and efficient technologies.</li>
</ul>


TSMC's Q2 revenue hits NT$673.51 billion, exceeding expectations amid strong demand for advanced chips.
TSMC to grapple with tight supply through 2025, striving to meet soaring global demand across various sectors.
TSMC on track for 2025 mass production of 2nm chips, enhancing capabilities for more powerful and efficient technologies.


TSMC Shatters Q2 Expectations Bolstered by Strong AI Chip Demand