Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

LargevsLarge

Chain Role

suppliervssupplier

Gap Score

70vs75

IB Activity

83vs78

Revenue Mix Comparison

MU
KLAC
MU

Micron Technology

MU · semiconductors

supplierLarge ($10B+)
Full profile

About

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.

Founded

1978

Employees

48,000+

Headquarters

Boise, Idaho, USA

Revenue

$32.8B

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

News Gap Signal

Gap Score (silence = signal)70
IB Activity Score83
Media Coverage Score35

IB Activity: HIGH

Institutional Signals

accumulating$339M

BlackRock

2024-08-13

accumulating$98M

BlackRock

2024-08-13

accumulating$153M

BlackRock

2024-08-13

Key Relationships

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

supplierLarge ($10B+)
Full profile

About

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.

Founded

1975

Employees

15,500+

Headquarters

Milpitas, California, USA

Revenue

$11.4B

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

News Gap Signal

Gap Score (silence = signal)75
IB Activity Score78
Media Coverage Score25

IB Activity: HIGH

Institutional Signals

accumulating$228M

BlackRock

2024-08-13

reducing$104M

BlackRock

2024-08-13

reducing$88M

BlackRock

2024-08-13

Key Relationships

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