Flowvium

Pembanding Perusahaan

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

VS

Tingkat Kapitalisasi Pasar

MegavsTitan

Peran Rantai

leadervsleader

Skor Kesenjangan

N/Avs5

Aktivitas IB

N/Avs95

Perbandingan bauran pendapatan

AMD
NVDA
AMD

Advanced Micro Devices

AMD · semiconductors

leaderMega ($100B+)
Profil lengkap

Tentang

AMD designs high-performance CPUs and GPUs for data centers, PCs, and gaming. Its EPYC server CPUs have taken 35%+ x86 server market share from Intel, while its Instinct MI300 AI accelerators are a credible alternative to NVIDIA in AI inference workloads.

Didirikan

1969

Karyawan

26,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$22.7B

Data Center52%
Client (PC)28%
Gaming12%
Embedded (Xilinx)8%

Sinyal kesenjangan berita

Tidak ada data kesenjangan berita untuk ticker ini.

Sinyal institusional

accumulating$530M

BlackRock

2024-08-13

accumulating$229M

BlackRock

2024-08-13

accumulating$275M

BlackRock

2024-08-13

Pola kaskade

Tidak terdapat dalam pola kaskade yang dilacak.

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
supplier
000660.KS· SK Hynix
supplier
NVDA· NVIDIA Corporation
competitor
MSFT· Microsoft Corporation
customer
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