Flowvium

Company Comparator

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

VS

Market Cap Tier

SmallvsTitan

Chain Role

suppliervsleader

Gap Score

N/Avs5

IB Activity

N/Avs95

Revenue Mix Comparison

ACMR
NVDA
ACM

ACM Research

ACMR · semiconductors

supplierSmall (<$1B)
Full profile

About

ACM Research makes cutting-edge wafer-cleaning equipment with proprietary SAPS/TEBO technology, capturing significant share in China's domestic semiconductor fabs amid US export-control tailwinds.

Founded

1998

Employees

1,600

Headquarters

Fremont, California, USA

Revenue

$780M

China (CXMT, YMTC, SMIC)82%
Korea & Other18%

News Gap Signal

No news gap data tracked for this ticker.

Institutional Signals

No 13F signals on record for this ticker.

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

SMIC
customer
AMAT· Applied Materials
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

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.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

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

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

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