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

• KOStockplusMicrochip: the semiconductor supermarket (MCU 53%, analog 29%) · news · Published 2026-01-014 links ↗
• ENYahoo FinanceDatadog AI observability push broadens · news · Published 2026-01-014 links ↗
• ENStockTitanQUBT revenue jump, $1.5B liquidity · news · Published 2026-01-013 links ↗
• KOSemiconeAnalog IC leader Analog Devices (ADI) · news · Published 2026-01-014 links ↗
• ENQuantum ZeitgeistTrapped-ion quantum (IonQ AWS, Azure, NVIDIA) · research · Published 2026-01-016 links ↗
• ENAutomotive WorldHesai posts first profit as shipments pass 1.6m · news · Published 2026-01-012 links ↗
• ENCoinCentralMobileye EyeQ demand and robotaxi progress · news · Published 2026-01-011 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 ↗
• ENHitachi High-TechHitachi High-Tech, wholly owned by Hitachi (2020) · ir · Published 2026-01-011 links ↗
• ENWikipediaSMIC, partly state-owned (China IC Fund et al.) · research · Published 2026-01-010 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 ↗
• KONamuwikiFormosa Plastics Group (Nan Ya affiliate) · research · Published 2026-01-010 links ↗
• KONamuwikiTerry Gou, Hon Hai (Foxconn) founder and major holder (~12.6%) · 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 ↗
• KOWikipediaFoxconn (Hon Hai Precision) · news · Published 2026-01-011 links ↗
• ENFinimizeAurora hits the accelerator in driverless trucking · research · Published 2026-01-011 links ↗
• ENWikipediaMKS Instruments (equipment subsystems) · research · Published 2026-01-017 links ↗
• ENValue The MarketsPony.ai Q4 2025 robotaxi revenue soars · news · Published 2026-01-011 links ↗
• ENStocktwitsHow WDC and STX became 2025 AI winners · research · Published 2026-01-012 links ↗
• ENMLQWDC 2026 HDD production sold out (AI datacenters) · news · Published 2026-01-013 links ↗
• ENAlphaStreetSeagate AI-storage capacity story (HAMR) · research · Published 2026-01-014 links ↗
• KOTheElecLenovo unveils AI inference servers (Neptune liquid cooling) · news · Published 2026-01-012 links ↗
• ENYahoo FinanceIllumina surging genomics consumables demand · research · Published 2026-01-010 links ↗
• ENIlluminaIllumina Billion Cell Atlas accelerates AI and drug discovery · news · Published 2026-01-012 links ↗
• KOLedeskOptical networking, essential to fully use AI chips · news · Published 2026-01-016 links ↗
• ENFinimizeAbCellera stock jumped on pipeline confidence · research · Published 2026-01-010 links ↗
• ENSeeking AlphaTempus, a healthcare hyper-growth opportunity · research · Published 2026-01-011 links ↗
• ENYahoo FinanceTempus diagnostics and data arms drive growth (AZ foundation model) · news · Published 2026-01-013 links ↗
• ENKavoutRecursion, an AI drug-discovery powerhouse (23PB, BioHive-2) · research · Published 2026-01-013 links ↗
• KOWikipediaOpenAI · news · Published 2026-01-016 links ↗
• ENAlphaStreetQuanta backlog and power-demand setup · research · Published 2026-01-012 links ↗
• ENYahoo FinanceAmphenol strong AI-powered growth · news · Published 2026-01-011 links ↗
• KONamuwikiTower Semiconductor (specialty foundry, SiPho) · research · Published 2026-01-012 links ↗
• ENWikipediaGlobalWafers, 46.64% held by parent Sino-American Silicon · research · Published 2026-01-010 links ↗
• ENWikipediaCarl Zeiss SMT (EUV optics) · research · Published 2026-01-011 links ↗