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
超大型vs巨型
链条角色
供应商vs领导者
间隙评分
N/AvsN/A
IB活动
N/AvsN/A
营收结构比较
ASML
NVDA
简介
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.
成立时间
1984
员工人数
44,000+
总部
Veldhoven, Netherlands
营收
$32.6B
EUV Systems56%
DUV Systems22%
Installed Base Management19%
Other3%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
关键关系
TSM· Taiwan Semiconductor Manufacturing Company
客户005930.KS· Samsung Electronics
客户000660.KS· SK Hynix
客户MU· Micron Technology
客户简介
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.
成立时间
1993
员工人数
32,000+
总部
Santa Clara, California, USA
营收
$130.5B
Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
关键关系
TSM· Taiwan Semiconductor Manufacturing Company
供应商005930.KS· Samsung Electronics
供应商000660.KS· SK Hynix
供应商MU· Micron Technology
供应商MSFT· Microsoft Corporation
客户