公司比较
并排比较供应链位置、机构信号和新闻间隙评分。
VS
市值区间
小型vs巨型
链条角色
suppliervsleader
间隙评分
N/Avs5
IB活动
N/Avs95
营收结构比较
ACMR
NVDA
简介
ACM Research makes cutting-edge wafer-cleaning equipment with proprietary SAPS/TEBO technology, capturing significant share in China's domestic semiconductor fabs amid US export-control tailwinds.
成立时间
1998
员工人数
1,600
总部
Fremont, California, USA
营收
$780M
China (CXMT, YMTC, SMIC)82%
Korea & Other18%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
级联模式
未出现在任何追踪的级联模式中。
关键关系
SMIC
customerAMAT· Applied Materials
competitor简介
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.
成立时间
1993
员工人数
32,000+
总部
Santa Clara, California, USA
营收
$130.5B
Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%
新闻缺口信号
间隙评分（沉默=信号）5
IB活动评分95
媒体覆盖评分98
IB活动: HIGH
机构信号
accumulating$6.2B
BlackRock
2024-08-13
accumulating$2.8B
BlackRock
2024-08-13
accumulating$3.0B
BlackRock
2024-08-13
级联模式
关键关系
TSM· Taiwan Semiconductor Manufacturing Company
supplier005930.KS· Samsung Electronics
supplier000660.KS· SK Hynix
supplierMU· Micron Technology
supplierMSFT· Microsoft Corporation
customer