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Pembanding Perusahaan

Analisis berdampingan posisi rantai pasokan, sinyal institusional, dan skor kesenjangan berita.

VS

Tingkat Kapitalisasi Pasar

MegavsTitan

Peran Rantai

suppliervsleader

Skor Kesenjangan

N/AvsN/A

Aktivitas IB

N/AvsN/A

Perbandingan bauran pendapatan

ASML
NVDA
ASM

ASML Holding

ASML · semiconductors

supplierMega ($100B+)
Profil lengkap

Tentang

ASML is the sole manufacturer of extreme-ultraviolet lithography machines, which are required to produce every cutting-edge semiconductor on the planet. Its monopoly makes it the most strategically irreplaceable company in the entire chip supply chain.

Didirikan

1984

Karyawan

44,000+

Kantor Pusat

Veldhoven, Netherlands

Pendapatan

$32.6B

EUV Systems56%
DUV Systems22%
Installed Base Management19%
Other3%

Sinyal kesenjangan berita

Tidak ada data kesenjangan berita untuk ticker ini.

Sinyal institusional

Tidak ada sinyal 13F yang tercatat untuk ticker ini.

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
customer
005930.KS· Samsung Electronics
customer
000660.KS· SK Hynix
customer
MU· Micron Technology
customer
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Profil lengkap

Tentang

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.

Didirikan

1993

Karyawan

32,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

Sinyal kesenjangan berita

Tidak ada data kesenjangan berita untuk ticker ini.

Sinyal institusional

Tidak ada sinyal 13F yang tercatat untuk ticker ini.

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer