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.
109 sources
- 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 ↗
- 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 ↗
- ENAMD Investor RelationsAMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service Workloads · ir · Published 2024-05-213 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 ↗
- 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 ↗
- ENPatentPCTop chip-making equipment companies: ASML, Applied Materials, Lam Research · analysis · Accessed 2026-06-206 links ↗
- KOBlockmediaKLA poised to grow on high share of chip inspection equipment · news · Accessed 2026-06-205 links ↗
- KOKIPOSTKLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK) · news · Accessed 2026-06-207 links ↗
- ENBlackridge ResearchTop semiconductor companies in South Korea · research · Accessed 2026-06-194 links ↗
- ENThe ElecHanmi wins first HBM4 TC bonder order from SK hynix · news · Accessed 2026-06-192 links ↗
- ENAmkor Technology IRAmkor breaks ground on $7B Arizona packaging campus (Apple largest customer) · ir · Accessed 2026-06-206 links ↗
- KODigitalTodayMeta unveils its own AI chip after large Nvidia and AMD deals · news · Accessed 2026-06-201 links ↗
- ENNotebookcheckSK hynix sells out 2026 supply to Nvidia · news · Accessed 2026-06-194 links ↗
- KOAI TimesMeta unveils its own next-gen MTIA AI chip to complement GPUs · news · Accessed 2026-06-201 links ↗
- ENTom's HardwareThe custom AI ASIC state of play — Broadcom, Google TPUs, Meta MTIA · analysis · Accessed 2026-06-206 links ↗
- ENIntrolAWS Trainium and Inferentia silicon ecosystem (Project Rainier) · analysis · Accessed 2026-06-201 links ↗
- KOTHE ELECSamsung to make some of Google’s next-gen TPU · news · Accessed 2026-06-203 links ↗
- KOM TodayMicrosoft to phase out Nvidia chips, deploys its own Maia 200 AI chip in 2026 · news · Accessed 2026-06-202 links ↗
- KOSeoul Economic DailyAMD: AI chip MI300X counts OpenAI, Meta, Microsoft among customers · news · Accessed 2026-06-202 links ↗