Flowvium

Pembanding Perusahaan

Analisis berdampingan posisi rantai pasokan, sinyal institusional, dan skor kesenjangan berita.

VS

Tingkat Kapitalisasi Pasar

BesarvsTitan

Peran Rantai

suppliervsleader

Skor Kesenjangan

72vs5

Aktivitas IB

75vs95

Perbandingan bauran pendapatan

AMAT
NVDA
AMA

Applied Materials

AMAT · semiconductors

supplierBesar ($10B+)
Profil lengkap

Tentang

Applied Materials is the world's largest semiconductor equipment company, supplying deposition, etch, and planarization systems used by every major fab. Its breadth across process steps gives it outsized influence on manufacturing yields and technology roadmaps.

Didirikan

1967

Karyawan

36,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$27.5B

Semiconductor Systems68%
Applied Global Services24%
Display & Adjacent Markets8%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)72
Skor aktivitas IB75
Skor liputan media32

Aktivitas IB: HIGH

Sinyal institusional

accumulating$477M

BlackRock

2024-08-13

reducing$215M

BlackRock

2024-08-13

reducing$258M

BlackRock

2024-08-13

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
customer
005930.KS· Samsung Electronics
customer
000660.KS· SK Hynix
customer
MU· Micron Technology
customer
LRCX· Lam Research
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Profil lengkap

Tentang

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.

Didirikan

1993

Karyawan

32,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$130.5B

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

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)5
Skor aktivitas IB95
Skor liputan media98

Aktivitas IB: HIGH

Sinyal institusional

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Hubungan kunci

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