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
- KOKorea Economic DailySamsung's quiet win: sweeping up Apple's memory orders · news · Published 2025-12-215 links ↗
- ENSEC EDGARBroadcom Form 10-K (FY2025, 2025-11-02) · filing · Published 2025-12-183 links ↗
- ENTrendForceSK hynix places HBM4 TC bonder order with ASMPT · news · Published 2025-12-126 links ↗
- KOGlobal EconomicAmazon launches its own AI chip to counter Nvidia, 4.4x performance · news · Published 2025-12-034 links ↗
- KODigital DailyWhy Samsung smiles as Google's TPU becomes an NVIDIA rival · news · Published 2025-12-011 links ↗
- KOZDNet KoreaGoogle opens its AI chip externally, accelerating 'beyond NVIDIA' with Meta and Anthropic · news · Published 2025-11-252 links ↗
- KOKorea Economic DailyMeta also invests in Google's Tensor chip; can it rival the GPU? · news · Published 2025-11-251 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩1.6B) · filing · Published 2025-11-142 links ↗
- ENTrendForceSamsung eyes foundry profitability by 2027 · news · Published 2025-11-133 links ↗
- ENTrendForceGoogle unveils 7th-gen TPU Ironwood with 9,216-chip superpod · analysis · Published 2025-11-074 links ↗
- ENSEC EDGARApple Form 10-K (FY2025, 2025-09-27) · filing · Published 2025-10-312 links ↗
- ENKED GlobalSamsung sells out 2026 HBM after Nvidia shipments · news · Published 2025-10-302 links ↗
- ENOracleOracle and AMD Expand Partnership · ir · Published 2025-10-141 links ↗
- KOThe ElecAMD and OpenAI sign 6GW GPU supply deal · news · Published 2025-10-071 links ↗
- KOKorea Economic DailySamsung HBM customer AMD to supply AI accelerators to OpenAI in bulk · news · Published 2025-10-061 links ↗
- ENSEC EDGARMicron Form 10-K (FY2025, 2025-08-28) · filing · Published 2025-10-032 links ↗
- KOSeoul Economic DailyAstera Labs, essential AI infrastructure courted by NVIDIA · news · Published 2025-09-152 links ↗
- KOThe ElecSK hynix places new HBM4 TC bonder order with ASMPT · news · Published 2025-09-101 links ↗
- KOAju Business DailyNVIDIA's strong influence as SK hynix's top customer; ₩11T of first-half revenue · news · Published 2025-08-181 links ↗
- ENTrendForceNVIDIA drives 27% of SK hynix revenue in 1H25 · news · Published 2025-08-181 links ↗
- ENSEC EDGARMicrosoft FY2025 Form 10-K (year ended June 30, 2025) · filing · Published 2025-07-302 links ↗
- KOZDNet KoreaMarket for next-gen HBM hybrid bonders is growing · news · Published 2025-07-251 links ↗
- KOETNewsSamsung Electro-Mechanics supplies silicon capacitors to Marvell · news · Published 2025-06-191 links ↗
- KOZDNet KoreaMarvell targets the custom SRAM chip market, an opening for Korea · news · Published 2025-06-182 links ↗
- ENTrendForceUnpacking AMD's MI350: Samsung/Micron Dual HBM3E · news · Published 2025-06-134 links ↗
- KOKorea Economic DailySamsung supplies 12-high HBM3E to AMD · news · Published 2025-06-131 links ↗
- ENAMDAMD Expanded Instinct GPU Roadmap · ir · Published 2025-06-123 links ↗
- ENAMDAMD Instinct MI350 Series and Beyond · ir · Published 2025-06-121 links ↗
- ENMicron / NasdaqMicron Integrates HBM3E 36GB into AMD Instinct MI350 Series · ir · Published 2025-06-121 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (ASE, 2025-05-27) · filing · Published 2025-05-281 links ↗
- KOThe ElecSK hynix supplies HBM to Broadcom at large scale · news · Published 2025-05-202 links ↗
- KODART (FSS Electronic Disclosure)Hanmi single-supply contract (SK hynix, ₩42.8B) · filing · Published 2025-05-162 links ↗
- KOThe ElecHanwha Semitech supplies 14 HBM TC bonders to SK hynix · news · Published 2025-04-151 links ↗
- ENTrendForceMicron Pioneers 1γ DDR5 Samples with Reduced EUV Use · news · Published 2025-03-111 links ↗
- ENMicron IR / GlobeNewswireMicron Announces Shipment of 1γ (1-gamma) DRAM · ir · Published 2025-02-251 links ↗
- ENheise onlineMicrosoft buys most Nvidia accelerators (Omdia estimate) · news · Published 2024-12-196 links ↗
- KOKorea Economic DailyMarvell partners with Samsung and SK hynix on custom HBM · news · Published 2024-12-114 links ↗
- KOETNewsASML develops High-NA EUV for finer scaling · news · Published 2024-10-162 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 ↗