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.
344 sources
- KOFinancial PostSamsung Foundry favored for Google’s 10th-gen TPU on 2nm · news · Published 2026-01-152 links ↗
- KOEconomy6Arm Holdings results and the NVIDIA relationship · news · Published 2026-01-1512 links ↗
- KOICN MagazineHBM4’s hidden bottleneck — special polished wafers · news · Published 2026-01-1522 links ↗
- ENTrendForceASE packaging orders reportedly span Nvidia, AMD and more · news · Published 2026-01-143 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩9.7B) · filing · Published 2026-01-142 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 ↗
- KOPinpoint NewsUni Test grows on HBM4/SSD · news · Published 2026-01-014 links ↗
- KOSisa Journal ePark Systems develops hybrid-bonding metrology for Samsung/SK · news · Published 2026-01-016 links ↗
- KOGreen EconomyUni Test ships HBM4 burn-in tester to SK hynix · news · Published 2026-01-016 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 ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩1.6B) · filing · Published 2025-11-142 links ↗
- ENTrendForceSamsung eyes foundry profitability by 2027 · news · Published 2025-11-133 links ↗
- ENTrendForceGoogle unveils 7th-gen TPU Ironwood with 9,216-chip superpod · analysis · Published 2025-11-074 links ↗
- KOHankyung (Daum)Wonik IPS benefits from Samsung, triples capacity · news · Published 2025-11-043 links ↗
- KONews1Kioxia ranks No.3 in NAND · news · Published 2025-11-0112 links ↗
- KOBusiness PostSanDisk and Kioxia ride the NAND boom · news · Published 2025-11-018 links ↗
- ENDigiTimesASE advanced packaging revenue to rise US$1B in 2026 · news · Published 2025-10-311 links ↗
- ENSEC EDGARApple Form 10-K (FY2025, 2025-09-27) · filing · Published 2025-10-312 links ↗
- ENKED GlobalSamsung sells out 2026 HBM after Nvidia shipments · news · Published 2025-10-302 links ↗
- ENSEC EDGARApple FY2025 Q4 results (8-K) · filing · Published 2025-10-301 links ↗
- ENSEC EDGARIntel FY2025 Q3 results (8-K) · filing · Published 2025-10-231 links ↗
- ENOracleOracle and AMD Expand Partnership · ir · Published 2025-10-141 links ↗
- KOThe ElecAMD and OpenAI sign 6GW GPU supply deal · news · Published 2025-10-071 links ↗
- KOKorea Economic DailySamsung HBM customer AMD to supply AI accelerators to OpenAI in bulk · news · Published 2025-10-061 links ↗
- ENSEC EDGARMicron Form 10-K (FY2025, 2025-08-28) · filing · Published 2025-10-032 links ↗
- KOSeoul Economic DailyAstera Labs, essential AI infrastructure courted by NVIDIA · news · Published 2025-09-152 links ↗
- KOThe ElecSK hynix places new HBM4 TC bonder order with ASMPT · news · Published 2025-09-101 links ↗