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.
2549 sources
- KOBloom Energy KoreaBloom Energy Korea (SK ecoplant SOFC fuel cells) · ir · Published 2026-01-011 links ↗
- KOKeysightKeysight Technologies Korea (test & measurement) · ir · Published 2026-01-012 links ↗
- ENWikipediaAMEC (China etch equipment, Zhongwei) · research · Published 2026-01-010 links ↗
- KOFindICLumentum Korea distribution / optics · news · Published 2026-01-011 links ↗
- KOWikipediaSchneider Electric (power management, datacenter) · news · Published 2026-01-011 links ↗
- ENKavoutRecursion, an AI drug-discovery powerhouse (23PB, BioHive-2) · research · Published 2026-01-013 links ↗
- KOEntegrisEntegris corporate fact sheet (Korean) · ir · Published 2026-01-011 links ↗
- ENYahoo FinanceTempus diagnostics and data arms drive growth (AZ foundation model) · news · Published 2026-01-013 links ↗
- ENWikipediaHua Hong, China’s #2 foundry (mature nodes) · research · Published 2026-01-010 links ↗
- ENYahoo FinanceDatadog AI observability push broadens · news · Published 2026-01-014 links ↗
- ENWikipediaNaura Technology (China’s largest chip-equipment maker) · research · Published 2026-01-010 links ↗
- KOWikipediaCambricon (China AI chip, NVIDIA alternative) · news · Published 2026-01-010 links ↗
- KOWikipediaCisco Systems (AI networking) · news · Published 2026-01-011 links ↗
- KOWikipediaDell Technologies (AI server OEM) · news · Published 2026-01-011 links ↗
- ENSEC EDGARVistra results/guidance (8-K) · filing · Published 2026-01-017 links ↗
- ENMatrixBCGFabrinet contract-manufactures optics for NVIDIA, Cisco, AWS, Lumentum · research · Published 2026-01-018 links ↗
- KOSoitecSoitec Korea (engineered SOI substrates) · ir · Published 2026-01-013 links ↗
- KOValueDeepDiveYou can buy GPUs but not electricity — GE Vernova analysis · research · Published 2026-01-018 links ↗
- KOStockplusMicrochip: the semiconductor supermarket (MCU 53%, analog 29%) · news · Published 2026-01-014 links ↗
- ENSeeking AlphaTempus, a healthcare hyper-growth opportunity · research · Published 2026-01-011 links ↗
- KOSemiconeAnalog IC leader Analog Devices (ADI) · news · Published 2026-01-014 links ↗
- KONamuwikiEbara Corporation (CMP, vacuum pumps) · research · Published 2026-01-017 links ↗
- ENWikipediaTSMC’s largest single holder is Taiwan’s National Development Fund (6.38%) · research · Published 2026-01-010 links ↗
- KOTheElecLenovo unveils AI inference servers (Neptune liquid cooling) · news · Published 2026-01-012 links ↗
- ENWikipediaSMIC, partly state-owned (China IC Fund et al.) · research · Published 2026-01-010 links ↗
- ENHitachi High-TechHitachi High-Tech, wholly owned by Hitachi (2020) · ir · Published 2026-01-011 links ↗
- ENSonySony Semiconductor Solutions, wholly owned by Sony Group · ir · Published 2026-01-011 links ↗
- KOWikipediaHanwha Semitech (Hanwha Group affiliate) · research · Published 2026-01-010 links ↗
- KONamuwikiTerry Gou, Hon Hai (Foxconn) founder and major holder (~12.6%) · research · Published 2026-01-010 links ↗
- KONamuwikiFormosa Plastics Group (Nan Ya affiliate) · research · Published 2026-01-010 links ↗
- ENWikipediaKioxia (Bain 51.3%, Toshiba 32.3%) · research · Published 2026-01-010 links ↗
- ENWikipediaArm Holdings (SoftBank ~90%) · research · Published 2026-01-010 links ↗
- KODeepSearchMonolithic Power Systems profile/financials · news · Published 2026-01-013 links ↗
- KOWikipediaAnthropic · news · Published 2026-01-011 links ↗
- ENAlphaStreetQuanta backlog and power-demand setup · research · Published 2026-01-012 links ↗
- KOWikipediaFoxconn (Hon Hai Precision) · news · Published 2026-01-011 links ↗
- ENWikipediaMKS Instruments (equipment subsystems) · research · Published 2026-01-017 links ↗
- ENFinimizeAurora hits the accelerator in driverless trucking · research · Published 2026-01-011 links ↗
- KOLedeskOptical networking, essential to fully use AI chips · news · Published 2026-01-016 links ↗
- ENCoinCentralMobileye EyeQ demand and robotaxi progress · news · Published 2026-01-011 links ↗