Flowvium

기업 비교

공급망 포지션, 기관 신호, 뉴스 갭 스코어를 나란히 비교합니다.

VS

시가총액 구간

대형vs대형

체인 역할

suppliervssupplier

갭 스코어

70vs75

IB 활동

83vs78

매출 구성 비교

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplier대형 ($10B+)
전체 프로필

소개

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.

설립

1978

직원 수

48,000+

본사

Boise, Idaho, USA

매출

$32.8B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)70
IB 활동 점수83
미디어 커버리지 점수35

IB 활동: HIGH

기관 신호

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

핵심 관계

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

supplier대형 ($10B+)
전체 프로필

소개

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.

설립

1975

직원 수

15,500+

본사

Milpitas, California, USA

매출

$11.4B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)75
IB 활동 점수78
미디어 커버리지 점수25

IB 활동: HIGH

기관 신호

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

BlackRock

2024-08-13

핵심 관계

TSM· Taiwan Semiconductor Manufacturing Company
customer
005930.KS· Samsung Electronics
customer
000660.KS· SK Hynix
customer
MU· Micron Technology
customer
AMAT· Applied Materials
competitor