Sources
Every revenue and cost link is backed by these sources. Media and primary filings in multiple languages are used together to cross-verify the same fact.
241 sources
- ENSEC EDGARASML Form 20-F (FY2025, 2025-12-31) · filing · Published 2026-02-253 links ↗
- KOKorea Economic DailyTeradyne surges on the chip upturn and robotics boom · news · Published 2026-02-2410 links ↗
- ENSEC EDGARAmkor Technology FY2025 Form 10-K · filing · Published 2026-02-205 links ↗
- ENBESI Investor RelationsBESI annual reports and results (Euronext) · filing · Published 2026-02-194 links ↗
- ENMotley FoolNvidia's biggest customers: Amazon, Google, Meta, Microsoft · news · Published 2026-02-144 links ↗
- ENGlobalFoundries IRGlobalFoundries reports Q4 and FY2025 results · ir · Published 2026-02-102 links ↗
- ENSEC EDGARAstera Labs Form 10-K (FY2025) · filing · Published 2026-02-108 links ↗
- ENSEC EDGARAmazon FY2025 Form 10-K (year ended Dec 31, 2025) · filing · Published 2026-02-063 links ↗
- ENSEC EDGARAlphabet FY2025 Form 10-K (year ended Dec 31, 2025) · filing · Published 2026-02-053 links ↗
- ENSEC EDGARAMD Form 10-K (FY2025, 2025-12-27) · filing · Published 2026-02-043 links ↗
- KOJabonIbiden bets ¥500B to expand NVIDIA AI substrates · news · Published 2026-02-016 links ↗
- KOTHE ELECDaeduck invests 800B in AI substrates · news · Published 2026-02-016 links ↗
- KOThe ElecSamsung Electro-Mechanics: surging demand for MLCC and AI-server substrates · news · Published 2026-01-3110 links ↗
- ENSEC EDGARMeta Platforms FY2025 Form 10-K (year ended Dec 31, 2025) · filing · Published 2026-01-293 links ↗
- ENSEC EDGARTesla Form 10-K (2026-01-29) · filing · Published 2026-01-291 links ↗
- ENSEC EDGARUMC FY2025 results (6-K) · filing · Published 2026-01-2810 links ↗
- ENCNBCNvidia set to supplant Apple as TSMC's largest customer · news · Published 2026-01-263 links ↗
- ENSEC EDGARIntel Form 10-K (FY2025, 2025-12-27) · filing · Published 2026-01-236 links ↗
- KOBloterNVIDIA overtakes Apple to become TSMC's largest customer this year · news · Published 2026-01-231 links ↗
- ENDigiTimesNvidia overtakes Apple as TSMC's largest customer · news · Published 2026-01-221 links ↗
- KOFinancial PostSamsung Foundry favored for Google’s 10th-gen TPU on 2nm · news · Published 2026-01-152 links ↗
- KOICN MagazineHBM4’s hidden bottleneck — special polished wafers · news · Published 2026-01-1522 links ↗
- KOEconomy6Arm Holdings results and the NVIDIA relationship · news · Published 2026-01-1512 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩9.7B) · filing · Published 2026-01-142 links ↗
- ENTrendForceASE packaging orders reportedly span Nvidia, AMD and more · news · Published 2026-01-143 links ↗
- KOETNewsSamsung adopts domestic EUV blankmask · news · Published 2026-01-124 links ↗
- KOSeoul Economic DailySamsung favored for Google next-gen TPU; supplies 60%+ of TPU HBM · news · Published 2026-01-102 links ↗
- KOKorea Economic DailySamsung Foundry wins Qualcomm orders, chases TSMC · news · Published 2026-01-0713 links ↗
- KOKorea Economic DailySamsung's quiet win: sweeping up Apple's memory orders · news · Published 2025-12-215 links ↗
- ENSEC EDGARBroadcom Form 10-K (FY2025, 2025-11-02) · filing · Published 2025-12-183 links ↗
- ENSEC EDGARApplied Materials FY2025 Form 10-K · filing · Published 2025-12-124 links ↗
- ENTrendForceSK hynix places HBM4 TC bonder order with ASMPT · news · Published 2025-12-126 links ↗
- KOGlobal EconomicTSMC overflow goes to ASE and Amkor, the packaging duopoly · news · Published 2025-12-092 links ↗
- KOGlobal EconomicAmazon launches its own AI chip to counter Nvidia, 4.4x performance · news · Published 2025-12-034 links ↗
- KOKorea Economic TVDongjin Semichem: Samsung is 59% of revenue (photoresist) · news · Published 2025-12-022 links ↗
- KODigital DailyWhy Samsung smiles as Google's TPU becomes an NVIDIA rival · news · Published 2025-12-011 links ↗
- ENResonacResonac wins TSMC Excellent Performance Award · news · Published 2025-12-018 links ↗
- KOKorea Economic DailyMeta also invests in Google's Tensor chip; can it rival the GPU? · news · Published 2025-11-251 links ↗
- KOZDNet KoreaGoogle opens its AI chip externally, accelerating 'beyond NVIDIA' with Meta and Anthropic · news · Published 2025-11-252 links ↗
- KOElectronic TimesAmkor Korea invests ₩270B in Songdo for AI chip packaging · news · Published 2025-11-191 links ↗