Flowvium

Comparateur d'entreprises

Analyse côte à côte de la chaîne d'approvisionnement, signaux institutionnels et scores d'écart de nouvelles.

VS

Niveau de capitalisation

GrandvsTitan

Rôle dans la chaîne

suppliervsleader

Score d'écart

75vs5

Activité IB

78vs95

Comparaison du mix de revenus

KLAC
NVDA
KLA

KLA Corporation

KLAC · semiconductors

supplierGrand ($10B+)
Profil complet

À propos

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.

Fondation

1975

Employés

15,500+

Siège social

Milpitas, California, USA

Revenus

$11.4B

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

Signal d'écart de nouvelles

Score d'écart (silence = signal)75
Score d'activité IB78
Score de couverture médiatique25

Activité IB: HIGH

Signaux institutionnels

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

BlackRock

2024-08-13

Relations clés

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+)
Profil complet

À propos

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.

Fondation

1993

Employés

32,000+

Siège social

Santa Clara, California, USA

Revenus

$130.5B

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

Signal d'écart de nouvelles

Score d'écart (silence = signal)5
Score d'activité IB95
Score de couverture médiatique98

Activité IB: HIGH

Signaux institutionnels

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Relations clés

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