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大型

链条角色

suppliervssupplier

间隙评分

70vs75

IB活动

83vs78

营收结构比较

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplier大型 ($10B+)
完整资料

简介

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.

成立时间

1978

员工人数

48,000+

总部

Boise, Idaho, USA

营收

$32.8B

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

新闻缺口信号

间隙评分(沉默=信号)70
IB活动评分83
媒体覆盖评分35

IB活动: HIGH

机构信号

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

关键关系

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

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