Flowvium

Unternehmensvergleich

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

VS

Marktkapitalisierung

GroßvsTitan

Ketten-Rolle

suppliervsleader

Lückenwert

74vs5

IB-Aktivität

74vs95

Umsatzmix-Vergleich

LRCX
NVDA
LRC

Lam Research

LRCX · semiconductors

supplierGroß ($10B+)
Vollständiges Profil

Über

Lam Research is a leading supplier of wafer-fabrication etch and deposition equipment. Its dominance in high-aspect-ratio etch makes it essential for 3D NAND flash scaling and increasingly important for advanced-logic patterning at 3nm and below.

Gegründet

1980

Mitarbeiter

17,500+

Hauptsitz

Fremont, California, USA

Umsatz

$18.2B

Memory48%
Foundry / Logic38%
Customer Support14%

News-Gap-Signal

Lückenwert (Stille = Signal)74
IB-Aktivitätswert74
Medienabdeckungswert28

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$480M

BlackRock

2024-08-13

accumulating$190M

BlackRock

2024-08-13

accumulating$180M

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
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