Flowvium

公司比較

並排比較供應鏈位置、機構信號和新聞間隙評分。

VS

市值區間

大型vs大型

鏈條角色

suppliervssupplier

間隙評分

70vs75

IB活動

83vs78

營收結構比較

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplier大型 ($10B+)
完整資料

簡介

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.

成立時間

1978

員工人數

48,000+

總部

Boise, Idaho, USA

營收

$32.8B

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

新聞缺口信號

間隙評分(沉默=信號)70
IB活動評分83
媒體覆蓋評分35

IB活動: HIGH

機構信號

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

關鍵關係

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+)
完整資料

簡介

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.

成立時間

1975

員工人數

15,500+

總部

Milpitas, California, USA

營收

$11.4B

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

新聞缺口信號

間隙評分(沉默=信號)75
IB活動評分78
媒體覆蓋評分25

IB活動: HIGH

機構信號

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

BlackRock

2024-08-13

關鍵關係

TSM· Taiwan Semiconductor Manufacturing Company
customer
005930.KS· Samsung Electronics
customer
000660.KS· SK Hynix
customer
MU· Micron Technology
customer
AMAT· Applied Materials
competitor