Flowvium

Company Comparator

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

VS

Market Cap Tier

LargevsTitan

Chain Role

suppliervsleader

Gap Score

75vs5

IB Activity

78vs95

Revenue Mix Comparison

KLAC
NVDA
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
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