Flowvium

Şirket Karşılaştırıcı

Tedarik zinciri konumu, kurumsal sinyaller ve haber boşluğu puanlarının yan yana analizi.

VS

Piyasa Değeri Seviyesi

BüyükvsTitan

Zincir Rolü

suppliervsleader

Boşluk Puanı

75vs5

IB Faaliyeti

78vs95

Gelir karışımı karşılaştırması

KLAC
NVDA
KLA

KLA Corporation

KLAC · semiconductors

supplierBüyük ($10B+)
Tam profil

Hakkında

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.

Kuruluş

1975

Çalışanlar

15,500+

Genel Merkez

Milpitas, California, USA

Gelir

$11.4B

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

Haber açığı sinyali

Boşluk Puanı (sessizlik = sinyal)75
IB aktivite puanı78
Medya kapsama puanı25

IB Faaliyeti: HIGH

Kurumsal sinyaller

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

BlackRock

2024-08-13

Temel ilişkiler

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

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Tam profil

Hakkında

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.

Kuruluş

1993

Çalışanlar

32,000+

Genel Merkez

Santa Clara, California, USA

Gelir

$130.5B

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

Haber açığı sinyali

Boşluk Puanı (sessizlik = sinyal)5
IB aktivite puanı95
Medya kapsama puanı98

IB Faaliyeti: HIGH

Kurumsal sinyaller

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Temel ilişkiler

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