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.
402 sources
- ENMordor IntelligenceSiC Wafer Market Report (SK Siltron top-5, ~15%) · analysis · Published 2025-01-012 links ↗
- ENSiemensSiemens Calibre physical verification · ir · Published 2025-01-0112 links ↗
- KOKHARNDatacenter cooling power struggle (incl. Vertiv) · news · Published 2025-01-011 links ↗
- ENTRUMPFTRUMPF EUV radiation generation (CO2 laser) · ir · Published 2025-01-013 links ↗
- KONamuISC overview · reference · Published 2025-01-014 links ↗
- ENYole GroupCritical subsystems suppliers are the superstars of the chain · research · Published 2025-01-018 links ↗
- KOKomachineLeeno profile · analysis · Published 2025-01-0110 links ↗
- KOTHE VCNepes company profile · analysis · Published 2025-01-016 links ↗
- ENTeradyneTeradyne semiconductor testing · ir · Published 2025-01-0110 links ↗
- ENMordor IntelligenceSilicon Wafer Market (top-five oligopoly) · analysis · Published 2025-01-0112 links ↗
- ENDigiTimesTEL targets 40% AI equipment revenue · news · Published 2024-12-235 links ↗
- ENheise onlineMicrosoft buys most Nvidia accelerators (Omdia estimate) · news · Published 2024-12-196 links ↗
- ENSEC EDGARSynopsys Form 10-K · filing · Published 2024-12-1816 links ↗
- KOKorea Economic DailyMarvell partners with Samsung and SK hynix on custom HBM · news · Published 2024-12-114 links ↗
- ENHitachiHitachi High-Tech DCR etch system · news · Published 2024-11-276 links ↗
- ENSEC EDGARKulicke & Soffa Form 10-K · filing · Published 2024-11-148 links ↗
- ENSEC EDGARQualcomm Form 10-K · filing · Published 2024-11-0613 links ↗
- KOETNewsASML develops High-NA EUV for finer scaling · news · Published 2024-10-162 links ↗
- KOETNewsHana Materials supplies SiC rings to TEL · news · Published 2024-09-258 links ↗
- KOEdailyLargest US nuclear operator restarts Three Mile Island for Microsoft · news · Published 2024-09-214 links ↗
- ENSEC EDGARConstellation–MS Three Mile Island PPA (8-K) · filing · Published 2024-09-203 links ↗
- KOThe ElecApple iPhone's Korean component partners · news · Published 2024-09-100 links ↗
- ENQuartzNvidia gets almost half its revenue from just 4 customers · news · Published 2024-08-294 links ↗
- ENServeTheHomeMicrosoft Maia 100 AI Accelerator for Azure · analysis · Published 2024-08-263 links ↗
- ENGranitefirm AnalysisHow does Lam Research make money? (customers: TSMC, Samsung, Micron, Intel) · analysis · Published 2024-08-121 links ↗
- ENSEC EDGARWolfspeed Form 10-K · filing · Published 2024-08-017 links ↗
- ENArm IRArm Annual Report FY2024 · ir · Published 2024-07-0116 links ↗
- ENSEC EDGARCredo Technology Form 10-K · filing · Published 2024-06-018 links ↗
- KOTHE ELECTCK expands SiC rings 50% · news · Published 2024-06-016 links ↗
- KOTHE ELECGlobalWafers’ Siltronic bid (blocked by Germany) · news · Published 2024-06-0112 links ↗
- ENSEC EDGARArm Holdings Form 20-F · filing · Published 2024-05-2213 links ↗
- ENAMD Investor RelationsAMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service Workloads · ir · Published 2024-05-213 links ↗
- KOTHE ELECMurata MLCC backlog rises three quarters straight · news · Published 2024-03-012 links ↗
- KOETNewsUS Micron starts HBM3E mass production, ahead of Samsung and SK · news · Published 2024-02-271 links ↗
- KOZDNet KoreaGlobalFoundries order trends with AMD and Qualcomm · news · Published 2024-02-141 links ↗
- KOZDNet KoreaIntel and UMC announce foundry collaboration · news · Published 2024-01-301 links ↗
- KOKIPOSTSK hynix picks GUC as NAND-controller partner · news · Published 2024-01-012 links ↗
- KOKiddTRUMPF Korea targets chip-making with precision lasers · news · Published 2024-01-011 links ↗
- ENDigiTimesAmkor US advanced packaging, Apple to be first customer · news · Published 2023-12-011 links ↗
- ENMicrosoft AzureAzure Maia for the era of AI: From silicon to software to systems · ir · Published 2023-11-151 links ↗