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

GrandvsGrand

Rôle dans la chaîne

suppliervssupplier

Score d'écart

70vs75

Activité IB

83vs78

Comparaison du mix de revenus

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplierGrand ($10B+)
Profil complet

À propos

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.

Fondation

1978

Employés

48,000+

Siège social

Boise, Idaho, USA

Revenus

$32.8B

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

Signal d'écart de nouvelles

Score d'écart (silence = signal)70
Score d'activité IB83
Score de couverture médiatique35

Activité IB: HIGH

Signaux institutionnels

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

Relations clés

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

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