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
- zhGoldman Sachs (via EET China)Goldman Sachs raises Cambricon target to RMB 2,104, maintains Buy · research · Published 2025-09-011 links ↗
- KOAlphaBizAdvantest dominates the HBM tester market · news · Published 2025-09-0110 links ↗
- ENDCDSchneider co-develops GB200 NVL72 reference design with NVIDIA · news · Published 2025-09-019 links ↗
- ENBloomingbitSK On's $10.9 Billion Nissan Battery Deal Faces Cancellation Risk · news · Published 2025-09-011 links ↗
- jaEDINET / company IRAnnual Securities Report (EDINET) · filing · Published 2025-09-011 links ↗
- ENSEC EDGARCisco annual report (10-K, SEC) · filing · Published 2025-09-014 links ↗
- ENSEC EDGARIREN FY2025 results (8-K) · filing · Published 2025-09-011 links ↗
- ENCT SemiconductorUMC, Taiwan's #2 foundry (customers include Realtek) · analysis · Published 2025-09-014 links ↗
- KOTheElecOnto/Camtek dominate HBM inspection · news · Published 2025-09-016 links ↗
- ENDisplay DailyLGD quarterly filing: 58.4% of revenue from a single customer · news · Published 2025-09-011 links ↗
- KODigital TodaySupermicro unveils DLC supercluster for NVIDIA Blackwell · news · Published 2025-09-011 links ↗
- ENSEC EDGARPalo Alto Networks FY2025 Form 10-K (fiscal year ended July 31, 2025) · filing · Published 2025-08-297 links ↗
- ENBlocks & FilesPure Storage hammers revenue guidance as Meta deal boosts bottom line, outlook · news · Published 2025-08-291 links ↗
- KOEdailyBuffett raises stakes in Japan's five trading houses; Mitsubishi to 10.2% · news · Published 2025-08-281 links ↗
- ENBloombergMitsubishi Corp says Berkshire Hathaway's stake rises to 10.23% · news · Published 2025-08-281 links ↗
- ENSAIC MotorSAIC Motor Investor Relations — Financial Data (Annual & Interim Reports) · filing · Published 2025-08-283 links ↗
- KOFSS DARTSingle Supply Contract (HCV API supply, Gilead) · filing · Published 2025-08-271 links ↗
- ENUBTech/HKEXUBTech company/IR (HKEX 9880) · filing · Published 2025-08-261 links ↗
- KOAsia Business DailyChunbo and the fast-growing LiFSI market · news · Published 2025-08-251 links ↗
- zhSecurities Times (STCN)Eoptolink H1 results surge ~355%, exports >90% · news · Published 2025-08-252 links ↗
- KOZDNet KoreaLambda builds AI factory on Supermicro NVIDIA Blackwell servers · news · Published 2025-08-256 links ↗
- ENNVIDIABuilding the 800 VDC Ecosystem for AI Factories (ADI among silicon providers) · ir · Published 2025-08-212 links ↗
- ENDataCenterDynamicsJPMorgan and MUFG close to securing $22bn financing for Vantage's Texas data center · news · Published 2025-08-201 links ↗
- ENGlobeNewswireGilat Awarded Over $60 Million for Stellar Blu ESA Sidewinder Terminals · ir · Published 2025-08-201 links ↗
- KOEnchemEnchem 2025 IR presentation · ir · Published 2025-08-201 links ↗
- ENSumitomo ChemicalSumitomo Chemical Achieves Scale-Up of Its Process for Producing Propylene Directly from Ethanol · ir · Published 2025-08-201 links ↗
- ENFabrinetFabrinet annual report (10-K) · filing · Published 2025-08-191 links ↗
- ENSEC EDGARFabrinet 10-K FY2025 · filing · Published 2025-08-196 links ↗
- ENFuturum GroupPalo Alto Networks Q4 FY2025 Earnings Show 16% Growth, Strong ARR Momentum · research · Published 2025-08-191 links ↗
- zhSina FinanceInnoLight vs Eoptolink: who leads optical modules? · news · Published 2025-08-192 links ↗
- ENSEC EDGARLumentum FY2025 results (8-K) · filing · Published 2025-08-194 links ↗
- ENTrendForceNVIDIA drives 27% of SK hynix revenue in 1H25 · news · Published 2025-08-181 links ↗
- ENSEC EDGARFabrinet FY2025 results (8-K) · filing · Published 2025-08-1810 links ↗
- KOAju Business DailyNVIDIA's strong influence as SK hynix's top customer; ₩11T of first-half revenue · news · Published 2025-08-181 links ↗
- ENSEC EDGARSanDisk Form 10-K FY2025 (ended 2025-06-27) · filing · Published 2025-08-142 links ↗
- ENThe Outpost / Nikkei AsiaTencent boasts strong NVIDIA H20 GPU stockpile amid US export controls · news · Published 2025-08-142 links ↗
- ENHORIBA, Ltd.Summary of Consolidated Financial Statements for the Six Months Ended June 30, 2025 · filing · Published 2025-08-121 links ↗
- ENNorthrop GrummanNorthrop Grumman's GEM 63XL Solid Rocket Boosters Help Power First Certified Flight of ULA's Vulcan Rocket · ir · Published 2025-08-121 links ↗
- ENSEC EDGARLam Research FY2025 Form 10-K · filing · Published 2025-08-119 links ↗
- ENSEC / Lam ResearchLam Research FY2025 Annual Report (Form 10-K, FYE June 2025) · filing · Published 2025-08-115 links ↗