Flowvium

Pembanding Perusahaan

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

VS

Tingkat Kapitalisasi Pasar

TitanvsTitan

Peran Rantai

suppliervsleader

Skor Kesenjangan

45vs5

Aktivitas IB

82vs95

Perbandingan bauran pendapatan

TSM
NVDA
TSM

Taiwan Semiconductor Manufacturing Company

TSM · semiconductors

supplierTitan ($1T+)
Profil lengkap

Tentang

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.

Didirikan

1987

Karyawan

76,000+

Kantor Pusat

Hsinchu, Taiwan

Pendapatan

$95.4B

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

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)45
Skor aktivitas IB82
Skor liputan media42

Aktivitas IB: HIGH

Sinyal institusional

reducing$64M

BlackRock

2024-08-13

reducing$952K

BlackRock

2024-08-13

reducing$627K

BlackRock

2024-08-13

Hubungan kunci

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 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