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
- ENConstellation ResearchCostco is approaching AI in a very Costco way · research · Published 2025-12-154 links ↗
- ENTrendForceTrendForce — Cambricon Siyuan 590/690 on SMIC N+2 (7nm), yield limits · research · Published 2025-12-152 links ↗
- ENSEC EDGARApplied Materials FY2025 Form 10-K · filing · Published 2025-12-124 links ↗
- ENelectriveSK On and Ford split US battery venture · news · Published 2025-12-121 links ↗
- ENTrendForceSK hynix places HBM4 TC bonder order with ASMPT · news · Published 2025-12-127 links ↗
- ENInsightology ResearchUMC: A Value Turnaround Play · research · Published 2025-12-115 links ↗
- ENMotley FoolSnowflake at an enterprise-AI inflection · research · Published 2025-12-111 links ↗
- ENSEC EDGARCiena FY2025 Q4 results (8-K) · filing · Published 2025-12-114 links ↗
- ENNasdaq / Planet LabsPlanet Reports Financial Results for Third Quarter of Fiscal Year 2026 · ir · Published 2025-12-102 links ↗
- ENSEC EDGARHPE annual report (10-K, SEC) · filing · Published 2025-12-101 links ↗
- ENFuturumHPE Q4 FY2025: AI orders and Juniper · news · Published 2025-12-104 links ↗
- ENU.S. SEC (EDGAR)Planet Reports Financial Results for Third Quarter of Fiscal Year 2026 (8-K Exhibit 99.1) · filing · Published 2025-12-101 links ↗
- ENStockTitan (10-K)Photronics 10-K FY2025 filing summary · news · Published 2025-12-101 links ↗
- ENFPX ResearchPart 2: Beyond Power, The Networking Bottleneck Starting to Take Shape · research · Published 2025-12-091 links ↗
- KOShinyoung SecuritiesShinyoung Securities lifts Chunbo target 33% to KRW 60,000 on price rebound and new-plant ramp; Tesla Cybercab LiFSI confirmed (Mirae Asset) · research · Published 2025-12-092 links ↗
- KOGlobal EconomicTSMC overflow goes to ASE and Amkor, the packaging duopoly · news · Published 2025-12-092 links ↗
- ENPR Newswire (Daikin)Daikin Applied invests $163M in datacenter HVAC R&D lab · ir · Published 2025-12-091 links ↗
- ENMarketWiseCoreWeave's $55.6B Backlog Marks the Next Phase of the Neocloud Boom · research · Published 2025-12-092 links ↗
- ENAerospace Manufacturing and DesignSpirit AeroSystems completes split between Boeing, Airbus · news · Published 2025-12-091 links ↗
- KOAju Business DailyBaidu to list Kunlunxin AI chip unit in Hong Kong as an NVIDIA alternative · news · Published 2025-12-081 links ↗
- ENBoeingBoeing Completes Acquisition of Spirit AeroSystems · ir · Published 2025-12-081 links ↗
- ENManufacturing DiveBoeing completes $8.3B Spirit AeroSystems acquisition · news · Published 2025-12-081 links ↗
- jaEventos (IR lecture note)TOK IR briefing: key customers and business structure · ir · Published 2025-12-062 links ↗
- ENBusiness WireTeledyne FLIR USMC OPF-L Rogue 1 $42.5M · news · Published 2025-12-053 links ↗
- ENCNBCNVIDIA partner Foxconn reports 26% revenue spike on AI boom · news · Published 2025-12-058 links ↗
- ENSiemens AGSiemens Report (Annual Report) FY2025 · filing · Published 2025-12-042 links ↗
- ENTaipei TimesNanya income quadruples as DRAM demand surges · news · Published 2025-12-044 links ↗
- ENTrendForceAI Infrastructure Continues to Strengthen NAND Flash Demand; Kioxia Posts Highest QoQ Growth of 33.1% in 3Q25 · research · Published 2025-12-031 links ↗
- ENSEC 8-KSynopsys Q4/FY2025 earnings (revenue $7.05B, +15%) · filing · Published 2025-12-037 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 ↗
- ENSimply Wall StJD Logistics ownership — JD.com controls ~84.5% · news · Published 2025-12-011 links ↗
- ENReport PrimeTop semiconductor photomask market companies · analysis · Published 2025-12-011 links ↗
- ENIntrolNuclear power for AI: inside the data center energy deals · analysis · Published 2025-12-011 links ↗
- ENMerck KGaA (EMD)Merck inaugurates Kaohsiung semiconductor materials megasite · ir · Published 2025-12-011 links ↗
- ENPR NewswireHD Hyundai Electric expands US transformer production · filing · Published 2025-12-013 links ↗
- ENDIGITIMESChina turns to Baidu's Kunlun as AI chip constraints intensify · news · Published 2025-12-011 links ↗
- KOAI Times (Korea)Baidu emerges as a key Chinese AI chip player filling NVIDIA's gap · news · Published 2025-12-011 links ↗
- ENSnowflakeSnowflake doubles AWS Marketplace growth, $2B · filing · Published 2025-12-013 links ↗
- ENYahoo FinanceSnowflake rides strong AI demand (Cortex, NVIDIA) · news · Published 2025-12-016 links ↗