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

TitanvsTitan

Rôle dans la chaîne

suppliervsleader

Score d'écart

45vs5

Activité IB

82vs95

Comparaison du mix de revenus

TSM
NVDA
TSM

Taiwan Semiconductor Manufacturing Company

TSM · semiconductors

supplierTitan ($1T+)
Profil complet

À propos

TSMC is the world's largest dedicated semiconductor foundry, manufacturing chips designed by NVIDIA, Apple, AMD, Qualcomm, and most leading chipmakers. Its monopoly on extreme-ultraviolet (EUV) lithography at scale makes it the single most critical node in the global semiconductor supply chain.

Fondation

1987

Employés

76,000+

Siège social

Hsinchu, Taiwan

Revenus

$95.4B

High Performance Computing52%
Smartphone26%
IoT8%
Automotive8%
Digital Consumer Electronics6%

Signal d'écart de nouvelles

Score d'écart (silence = signal)45
Score d'activité IB82
Score de couverture médiatique42

Activité IB: HIGH

Signaux institutionnels

reducing$64M

BlackRock

2024-08-13

reducing$952K

BlackRock

2024-08-13

reducing$627K

BlackRock

2024-08-13

Relations clés

NVDA· NVIDIA Corporation
customer
ASML· ASML Holding
supplier
AMAT· Applied Materials
supplier
LRCX· Lam Research
supplier
KLAC· KLA Corporation
supplier
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