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

75vs5

IB活动

78vs95

营收结构比较

KLAC
NVDA
KLA

KLA Corporation

KLAC · semiconductors

supplier大型 ($10B+)
完整资料

简介

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.

成立时间

1975

员工人数

15,500+

总部

Milpitas, California, USA

营收

$11.4B

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

新闻缺口信号

间隙评分(沉默=信号)75
IB活动评分78
媒体覆盖评分25

IB活动: HIGH

机构信号

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

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
AMAT· Applied Materials
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