Flowvium

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

大型vs巨型

链条角色

suppliervsleader

间隙评分

72vs5

IB活动

75vs95

营收结构比较

AMAT
NVDA
AMA

Applied Materials

AMAT · semiconductors

supplier大型 ($10B+)
完整资料

简介

Applied Materials is the world's largest semiconductor equipment company, supplying deposition, etch, and planarization systems used by every major fab. Its breadth across process steps gives it outsized influence on manufacturing yields and technology roadmaps.

成立时间

1967

员工人数

36,000+

总部

Santa Clara, California, USA

营收

$27.5B

Semiconductor Systems68%
Applied Global Services24%
Display & Adjacent Markets8%

新闻缺口信号

间隙评分(沉默=信号)72
IB活动评分75
媒体覆盖评分32

IB活动: HIGH

机构信号

accumulating$477M

BlackRock

2024-08-13

reducing$215M

BlackRock

2024-08-13

reducing$258M

BlackRock

2024-08-13

关键关系

TSM· Taiwan Semiconductor Manufacturing Company
customer
005930.KS· Samsung Electronics
customer
000660.KS· SK Hynix
customer
MU· Micron Technology
customer
LRCX· Lam Research
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leader巨型 ($1T+)
完整资料

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

关键关系

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