Flowvium

기업 비교

공급망 포지션, 기관 신호, 뉴스 갭 스코어를 나란히 비교합니다.

VS

시가총액 구간

대형vs타이탄

체인 역할

intermediaryvsleader

갭 스코어

72vs5

IB 활동

72vs95

매출 구성 비교

LHX
NVDA
LHX

L3Harris Technologies

LHX · defense

intermediary대형 ($10B+)
전체 프로필

소개

L3Harris Technologies is the 6th-largest defense company globally, specializing in tactical radios, ISR sensors, electronic warfare, and space payloads. Its 2023 acquisition of Aerojet Rocketdyne added critical rocket-propulsion capabilities, making it a vertically integrated defense electronics and propulsion supplier.

설립

2019

직원 수

53,000+

본사

Melbourne, Florida, USA

매출

$21.8B

Integrated Mission Systems35%
Space & Airborne Systems30%
Communication Systems22%
Aerojet Rocketdyne13%

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)72
IB 활동 점수72
미디어 커버리지 점수30

IB 활동: MEDIUM

기관 신호

accumulating$91M

BlackRock

2024-08-13

reducing$23M

BlackRock

2024-08-13

reducing$30M

BlackRock

2024-08-13

핵심 관계

LMT· Lockheed Martin Corporation
customer
NOC· Northrop Grumman Corporation
competitor
RTX· RTX Corporation (Raytheon)
competitor
BA.L· BAE Systems
competitor
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