Flowvium

Unternehmensvergleich

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

VS

Marktkapitalisierung

GroßvsTitan

Ketten-Rolle

leadervsleader

Lückenwert

N/Avs5

IB-Aktivität

N/Avs95

Umsatzmix-Vergleich

INTC
NVDA
INT

Intel Corporation

INTC · semiconductors

leaderGroß ($10B+)
Vollständiges Profil

Über

Intel is the largest x86 CPU maker by revenue, with dominant share in PC processors and a significant position in data center servers. The company is in a turnaround period, rebuilding its leading-edge manufacturing capabilities through the Intel Foundry strategy under CEO Pat Gelsinger's IDM 2.0 roadmap.

Gegründet

1968

Mitarbeiter

124,000+

Hauptsitz

Santa Clara, California, USA

Umsatz

$53.1B

Client Computing (CCG)52%
Data Center & AI (DCAI)28%
Mobileye (ADAS)10%
Network & Edge / Foundry10%

News-Gap-Signal

Keine News-Gap-Daten für diesen Ticker.

Institutionelle Signale

accumulating$268M

BlackRock

2024-08-13

reducing$117M

BlackRock

2024-08-13

reducing$162M

BlackRock

2024-08-13

Kaskadenmuster

Nicht in verfolgten Kaskadenmustern enthalten.

Schlüsselbeziehungen

AMD· Advanced Micro Devices
competitor
NVDA· NVIDIA Corporation
competitor
TSM· Taiwan Semiconductor Manufacturing Company
partner
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Vollständiges Profil

Über

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Gegründet

1993

Mitarbeiter

32,000+

Hauptsitz

Santa Clara, California, USA

Umsatz

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News-Gap-Signal

Lückenwert (Stille = Signal)5
IB-Aktivitätswert95
Medienabdeckungswert98

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Schlüsselbeziehungen

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer