Flowvium

Unternehmensvergleich

Seitenweise Analyse von Lieferkettenposition, institutionellen Signalen und Nachrichten-Lückenwerten.

VS

Marktkapitalisierung

GroßvsGroß

Ketten-Rolle

suppliervssupplier

Lückenwert

70vs75

IB-Aktivität

83vs78

Umsatzmix-Vergleich

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplierGroß ($10B+)
Vollständiges Profil

Über

Micron Technology is one of only three companies worldwide capable of manufacturing cutting-edge DRAM and NAND flash memory. Its HBM3e products are critical components inside NVIDIA and AMD AI accelerators, giving Micron a strategic role in the AI infrastructure build-out.

Gegründet

1978

Mitarbeiter

48,000+

Hauptsitz

Boise, Idaho, USA

Umsatz

$32.8B

Compute & Networking (CNBU)48%
Mobile (MBU)22%
Storage (SBU)18%
Embedded (EBU)12%

News-Gap-Signal

Lückenwert (Stille = Signal)70
IB-Aktivitätswert83
Medienabdeckungswert35

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

Schlüsselbeziehungen

NVDA· NVIDIA Corporation
customer
000660.KS· SK Hynix
competitor
005930.KS· Samsung Electronics
competitor
ASML· ASML Holding
supplier
AMAT· Applied Materials
supplier
KLA

KLA Corporation

KLAC · semiconductors

supplierGroß ($10B+)
Vollständiges Profil

Über

KLA Corporation is the dominant supplier of semiconductor process-control and inspection equipment. Its tools detect nanoscale defects on wafers and reticles, making them essential for yield management at every leading-edge fab worldwide.

Gegründet

1975

Mitarbeiter

15,500+

Hauptsitz

Milpitas, California, USA

Umsatz

$11.4B

Semiconductor Process Control82%
Specialty Semiconductor Process8%
PCB, Display & Component Inspection5%
Services5%

News-Gap-Signal

Lückenwert (Stille = Signal)75
IB-Aktivitätswert78
Medienabdeckungswert25

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

BlackRock

2024-08-13

Schlüsselbeziehungen

TSM· Taiwan Semiconductor Manufacturing Company
customer
005930.KS· Samsung Electronics
customer
000660.KS· SK Hynix
customer
MU· Micron Technology
customer
AMAT· Applied Materials
competitor