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.
3539 sources
- ENSemiAnalysisACM Research wins at SK Hynix and Intel (China top equipment) · research · Published 2026-01-016 links ↗
- ENSeeking AlphaTE Connectivity growth boosted by data centers · research · Published 2026-01-011 links ↗
- ENFintoolTE Connectivity posts record $5.1B orders on AI surge · news · Published 2026-01-012 links ↗
- ENThe Korea HeraldKEPCO keeps electricity rate frozen for Q1 · news · Published 2026-01-012 links ↗
- ENWikipediaOklo Inc. (SMR Aurora Powerhouse) · research · Published 2026-01-010 links ↗
- ENInsider MonkeyDatadog cloud-monitoring demand broadening · research · Published 2026-01-011 links ↗
- zhBaidu BaikePhison (No.1 independent NAND controller) · news · Published 2026-01-013 links ↗
- ENQuantum ZeitgeistTrapped-ion quantum (IonQ AWS, Azure, NVIDIA) · research · Published 2026-01-016 links ↗
- ENBeyondSPXAmphenol AI interconnect (GB200 copper cartridge) · research · Published 2026-01-014 links ↗
- ENTIKRCaterpillar power chief on the data-center boom · research · Published 2026-01-012 links ↗
- ENMarketsandMarketsSemiconductor equipment market — ASML, AMAT, Lam, TEL, KLA oligopoly across process steps · analysis · Published 2026-01-013 links ↗
- jaAjinomotoAjinomoto overview · ir · Published 2026-01-011 links ↗
- KOCumminsCummins Korea (power generation, engines) · ir · Published 2026-01-014 links ↗
- zhWikipediaMontage Technology (DDR5 RCD, CXL) · news · Published 2026-01-010 links ↗
- KOHPEHPE Korea (AI servers, networking) · ir · Published 2026-01-012 links ↗
- KOWikipediaModine (thermal management, datacenter cooling) · news · Published 2026-01-011 links ↗
- ENTradingKeyABF: Ajinomoto film inside every AI-server substrate (80-90%) · research · Published 2026-01-018 links ↗
- ENDeltaDelta Electronics overview · ir · Published 2026-01-011 links ↗
- KOCiena KRCiena global DCI (datacenter interconnect) · ir · Published 2026-01-015 links ↗
- zhWikipediaHygon (x86 CPU and DCU) · news · Published 2026-01-010 links ↗
- zhWikipediaWiwynn (hyperscale AI-server ODM) · news · Published 2026-01-011 links ↗
- zhWikipediaQuanta Computer (AI server ODM) · news · Published 2026-01-011 links ↗
- ENCoinCentralMobileye EyeQ demand and robotaxi progress · news · Published 2026-01-011 links ↗
- ENWikipediaonsemi (SiC power and image-sensor IDM) · research · Published 2026-01-011 links ↗
- KOWikipediaOracle (OCI cloud) · news · Published 2026-01-010 links ↗
- 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 ↗
- KOEntegrisEntegris corporate fact sheet (Korean) · ir · Published 2026-01-011 links ↗
- ENZEISS SMTZEISS SMT Photomask Solutions (AIMS, PROVE mask qualification & metrology) · ir · Published 2026-01-011 links ↗
- ENWikipediaHua Hong, China’s #2 foundry (mature nodes) · research · Published 2026-01-010 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 ↗
- ENAutomotive WorldHesai posts first profit as shipments pass 1.6m · news · Published 2026-01-012 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 ↗