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.
95 sources
- KOGlobal EconomicAmazon weighs selling its Trainium AI chip externally · news · Published 2026-06-192 links ↗
- KOHerald EconomyTSMC at capacity: Intel wins Google AI-chip foundry orders · news · Published 2026-06-104 links ↗
- KOKorea Economic DailyJensen Huang singled it out: a stock up 223% this year · news · Published 2026-06-092 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩44.2B) · filing · Published 2026-06-082 links ↗
- ENSEC EDGARBroadcom Q2 FY2026 results (quarter ended May 3, 2026) · filing · Published 2026-06-031 links ↗
- KOEPNCNVIDIA 'Vera Rubin' HBM4 supply chain: a three-way race among Samsung, SK and Micron · news · Published 2026-05-203 links ↗
- ENData Center DynamicsAMD posts Q1 2026 data center revenue of $5.8bn · news · Published 2026-05-061 links ↗
- KOKorea Economic DailySamsung Electro-Mechanics tops ₩3T quarterly revenue on solid AI demand · news · Published 2026-05-030 links ↗
- KOKorea Economic DailyTaiwan's TSMC holds off on adopting ASML's latest equipment · news · Published 2026-04-232 links ↗
- KOKorea Economic DailyWithout Korean components, AI stops: a golden age for electronics materials and parts · news · Published 2026-04-210 links ↗
- ENSeoul Economic DailySamsung, SK Secure Two-Thirds of ASML's Annual EUV Shipments · news · Published 2026-04-175 links ↗
- ENSEC EDGARTSMC Form 20-F (FY2025, 2025-12-31) · filing · Published 2026-04-167 links ↗
- ENMeta NewsroomMeta partners with Broadcom to co-develop custom AI silicon · ir · Published 2026-04-151 links ↗
- KOElectronic TimesBroadcom and Meta deepen AI-chip alliance, accelerating diversification from Nvidia · news · Published 2026-04-151 links ↗
- KOKorea Economic DailyMarvell supplies custom AI silicon to hyperscalers · news · Published 2026-04-144 links ↗
- KOThe ElecNetherlands' BESI: Samsung hybrid-bonding adoption decision coming soon · news · Published 2026-04-101 links ↗
- KOThe ElecHanwha Semitech close to supplying hybrid bonders to SK hynix · news · Published 2026-03-201 links ↗
- KODART (FSS Electronic Disclosure)SK hynix business report (2025.12) · filing · Published 2026-03-171 links ↗
- KODART (FSS Electronic Disclosure)Hanmi Semiconductor business report (2025.12) · filing · Published 2026-03-122 links ↗
- ENSEC EDGARMarvell Form 10-K (FY2026, 2026-01-31) · filing · Published 2026-03-113 links ↗
- KODART (FSS Electronic Disclosure)Samsung Electronics business report (2025.12) · filing · Published 2026-03-103 links ↗
- KODART (FSS Electronic Disclosure)Samsung Electro-Mechanics business report (2025.12) · filing · Published 2026-03-109 links ↗
- KOSeoul Economic DailyBroadcom results: AI revenue surges, opening a door for Samsung HBM · news · Published 2026-03-063 links ↗
- KOZDNet KoreaBroadcom confident in AI chip growth, driving Samsung/SK memory demand · news · Published 2026-03-053 links ↗
- ENMarvell Investor RelationsMarvell Q4 and full-year FY2026 results · ir · Published 2026-03-041 links ↗
- ENSEC EDGARNVIDIA Form 10-K (FY2026, 2026-01-25) · filing · Published 2026-02-267 links ↗
- ENSEC EDGARASML Form 20-F (FY2025, 2025-12-31) · filing · Published 2026-02-253 links ↗
- ENMotley FoolNvidia's biggest customers: Amazon, Google, Meta, Microsoft · news · Published 2026-02-144 links ↗
- ENSEC EDGARAstera Labs Form 10-K (FY2025) · filing · Published 2026-02-108 links ↗
- ENSEC EDGARAmazon FY2025 Form 10-K (year ended Dec 31, 2025) · filing · Published 2026-02-063 links ↗
- ENSEC EDGARAlphabet FY2025 Form 10-K (year ended Dec 31, 2025) · filing · Published 2026-02-053 links ↗
- ENSEC EDGARAMD Form 10-K (FY2025, 2025-12-27) · filing · Published 2026-02-043 links ↗
- KOThe ElecSamsung Electro-Mechanics: surging demand for MLCC and AI-server substrates · news · Published 2026-01-3110 links ↗
- ENSEC EDGARMeta Platforms FY2025 Form 10-K (year ended Dec 31, 2025) · filing · Published 2026-01-293 links ↗
- ENSEC EDGARTesla Form 10-K (2026-01-29) · filing · Published 2026-01-291 links ↗
- ENCNBCNvidia set to supplant Apple as TSMC's largest customer · news · Published 2026-01-263 links ↗
- ENSEC EDGARIntel Form 10-K (FY2025, 2025-12-27) · filing · Published 2026-01-236 links ↗
- KOBloterNVIDIA overtakes Apple to become TSMC's largest customer this year · news · Published 2026-01-231 links ↗
- ENDigiTimesNvidia overtakes Apple as TSMC's largest customer · news · Published 2026-01-221 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩9.7B) · filing · Published 2026-01-142 links ↗