Flowvium

Pembanding Perusahaan

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

VS

Tingkat Kapitalisasi Pasar

BesarvsBesar

Peran Rantai

suppliervssupplier

Skor Kesenjangan

70vs75

Aktivitas IB

83vs78

Perbandingan bauran pendapatan

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplierBesar ($10B+)
Profil lengkap

Tentang

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.

Didirikan

1978

Karyawan

48,000+

Kantor Pusat

Boise, Idaho, USA

Pendapatan

$32.8B

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

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)70
Skor aktivitas IB83
Skor liputan media35

Aktivitas IB: HIGH

Sinyal institusional

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

Hubungan kunci

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

supplierBesar ($10B+)
Profil lengkap

Tentang

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.

Didirikan

1975

Karyawan

15,500+

Kantor Pusat

Milpitas, California, USA

Pendapatan

$11.4B

Semiconductor Process Control82%
Specialty Semiconductor Process8%
PCB, Display & Component Inspection5%
Services5%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)75
Skor aktivitas IB78
Skor liputan media25

Aktivitas IB: HIGH

Sinyal institusional

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

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
AMAT· Applied Materials
competitor