Flowvium

기업 비교

공급망 포지션, 기관 신호, 뉴스 갭 스코어를 나란히 비교합니다.

VS

시가총액 구간

중형vs타이탄

체인 역할

suppliervsleader

갭 스코어

95vs5

IB 활동

92vs95

매출 구성 비교

ALB
NVDA
ALB

Albemarle Corporation

ALB · ev-battery

supplier중형 ($1B+)
전체 프로필

소개

Albemarle is the world's largest lithium producer, operating brine extraction in Chile and hard-rock mines in Australia. As the upstream foundation of the entire EV battery supply chain, its production capacity and pricing directly impact the cost and availability of electric vehicles globally.

설립

1887

직원 수

9,000+

본사

Charlotte, North Carolina, USA

매출

$6.2B

Energy Storage (Lithium)68%
Specialties (Bromine)20%
Ketjen (Catalysts)12%

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)95
IB 활동 점수92
미디어 커버리지 점수8

IB 활동: HIGH

기관 신호

accumulating$25M

BlackRock

2024-08-13

reducing$10M

BlackRock

2024-08-13

reducing$8M

BlackRock

2024-08-13

핵심 관계

300750.SZ· CATL (Contemporary Amperex Technology)
customer
6752.T· Panasonic Energy (Panasonic Holdings)
customer
373220.KS· LG Energy Solution
customer
TSLA· Tesla, Inc.
customer
1211.HK· BYD Company
customer
NVD

NVIDIA Corporation

NVDA · semiconductors

leader타이탄 ($1T+)
전체 프로필

소개

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.

설립

1993

직원 수

32,000+

본사

Santa Clara, California, USA

매출

$130.5B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)5
IB 활동 점수95
미디어 커버리지 점수98

IB 활동: HIGH

기관 신호

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

핵심 관계

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