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
- 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 ↗
- ENWikipediaUMC major customers (MediaTek, Qualcomm, TI, Broadcom; 22/28nm) · research · Published 2026-01-010 links ↗
- KOWikipediaMentor Graphics (Siemens EDA) · news · Published 2026-01-0116 links ↗
- KOWikipediaTexas Instruments (No.1 analog; industrial/auto) · news · Published 2026-01-011 links ↗
- ENNasdaqQuanta, biggest winner from datacenter power demand · news · Published 2026-01-016 links ↗
- ENHarian BasisNuScale drives the SMR renaissance · research · Published 2026-01-011 links ↗
- ENStockTitanNuScale ENTRA1/TVA 6GW SMR program · news · Published 2026-01-011 links ↗
- ENEnkiAINextEra powering datacenters with nuclear (Meta 2.5GW, Google) · research · Published 2026-01-013 links ↗
- KOFnGuideEcopro affiliates (FnGuide) · research · Published 2026-01-015 links ↗
- ENBIC MagazineNextEra eyes nuclear expansion as datacenter pipeline grows · news · Published 2026-01-016 links ↗
- KOSisa Journal ePark Systems develops hybrid-bonding metrology for Samsung/SK · news · Published 2026-01-016 links ↗
- KOWISEreportEcopro BM shareholding (WISEreport) · research · Published 2026-01-012 links ↗
- ENBeyondSPXWilliams, the gas superhighway to datacenter power · research · Published 2026-01-013 links ↗
- ENAlphaStreetEquinix interconnection and backlog engine · research · Published 2026-01-011 links ↗
- KOPinpoint NewsUni Test grows on HBM4/SSD · news · Published 2026-01-014 links ↗
- ENMarketWiseBest data-center REITs for the AI boom (EQIX, DLR) · research · Published 2026-01-015 links ↗
- ENNotebookCheckCATL Moz humanoid in battery factories · research · Published 2026-01-012 links ↗
- KOGreen EconomyUni Test ships HBM4 burn-in tester to SK hynix · news · Published 2026-01-016 links ↗
- ENHumanoid GuideUBTech humanoid revenue surges +2204% in 2025 · research · Published 2026-01-013 links ↗
- ENSCMPUBTech scores $112M factory orders (BYD, Geely, Foxconn) · news · Published 2026-01-013 links ↗
- ENMorningstarYaskawa 2025 growth on servo and robotic recovery · research · Published 2026-01-013 links ↗
- ENIntel Market ResearchIndustrial-robot reducer market (FANUC, Nabtesco, Harmonic) · research · Published 2026-01-014 links ↗
- ENYahoo FinanceRedwire winning the next phase of the space economy · research · Published 2026-01-013 links ↗
- KONewspimOcado Ends Exclusive Supply Arrangement with Kroger and Opens Technology Globally · news · Published 2025-12-311 links ↗
- KOKorea Energy Economics InstituteImplications for Korea's Energy Consumption from the Increase in Data Centers in the AI Era · research · Published 2025-12-312 links ↗
- ENMordor IntelligenceSolar PV glass market (Xinyi Solar 30%) · analysis · Published 2025-12-311 links ↗
- ENKED GlobalHanwha Aerospace seals $4 billion Chunmoo rocket deal with Poland · news · Published 2025-12-301 links ↗
- ENPSEGPSEG Long Island Contract Extension Approved by N.Y. State Comptroller · ir · Published 2025-12-301 links ↗
- KOETNewsGigabyte accelerates AI expansion; Giga Computing buys plant building · news · Published 2025-12-304 links ↗
- KOHerald EconomyHanwha Aerospace signs third Chunmoo contract with Poland worth over KRW 5 trillion · news · Published 2025-12-291 links ↗
- ENCodelcoCodelco and SQM form Nova Andino Litio, the joint venture for lithium in the Salar de Atacama · ir · Published 2025-12-272 links ↗
- KODealsitenepes rides the upcycle, structural fix still pending · news · Published 2025-12-251 links ↗
- KONewsworkerEnchem signs 5-year, 350k-ton electrolyte supply deal with CATL (~KRW 1.5tn) · news · Published 2025-12-241 links ↗
- KOTHE ELECLG Energy Solution sells Honda battery JV plant building for 4.2 trillion won · news · Published 2025-12-241 links ↗
- ENIEEE ComSocAI datacenter fiber demand surges (Sumitomo et al.) · research · Published 2025-12-231 links ↗
- ENSLB Investor CenterAramco Awards SLB Long-Term Contract to Support Kingdom's Unconventional Gas Production Growth · ir · Published 2025-12-231 links ↗
- ENRTXRTX's Raytheon awarded $1.7 billion contract to deliver four Patriot fire units to Spain · news · Published 2025-12-231 links ↗
- ENThe Globe and MailHowmet Aerospace to acquire CAM (Consolidated Aerospace Manufacturing) for $1.8B · news · Published 2025-12-221 links ↗