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

74vs5

Activité IB

74vs95

Comparaison du mix de revenus

LRCX
NVDA
LRC

Lam Research

LRCX · semiconductors

supplierGrand ($10B+)
Profil complet

À propos

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.

Fondation

1980

Employés

17,500+

Siège social

Fremont, California, USA

Revenus

$18.2B

Memory48%
Foundry / Logic38%
Customer Support14%

Signal d'écart de nouvelles

Score d'écart (silence = signal)74
Score d'activité IB74
Score de couverture médiatique28

Activité IB: HIGH

Signaux institutionnels

accumulating$480M

BlackRock

2024-08-13

accumulating$190M

BlackRock

2024-08-13

accumulating$180M

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