公司比較
並排比較供應鏈位置、機構信號和新聞間隙評分。
市值區間
鏈條角色
間隙評分
IB活動
營收結構比較
簡介
Lam Research is a leading supplier of wafer-fabrication etch and deposition equipment. Its dominance in high-aspect-ratio etch makes it essential for 3D NAND flash scaling and increasingly important for advanced-logic patterning at 3nm and below.
成立時間
1980
員工人數
17,500+
總部
Fremont, California, USA
營收
$18.2B
新聞缺口信號
IB活動: HIGH
機構信號
BlackRock
2024-08-13
BlackRock
2024-08-13
BlackRock
2024-08-13
級聯模式
關鍵關係
簡介
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.
成立時間
1993
員工人數
32,000+
總部
Santa Clara, California, USA
營收
$130.5B
新聞缺口信號
IB活動: HIGH
機構信號
BlackRock
2024-08-13
BlackRock
2024-08-13
BlackRock
2024-08-13