bitboy.ro:nvda<GO>

PX_01

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OWN_02

Ownership breakdown — NVDA

PUBLIC_FLOAT / INSTITUTIONAL / INSIDER — one cell ≈ 1%
no data yet

FLOAT_PCT + INSTITUTIONAL sourced from FMP, cross-checked against SEC EDGAR 13F filings. INSIDER derived as the remainder of outstanding shares.

SPLY_03

Supply chain

EDA Tools (2)
EDA
CDNS
Cadence Design Systems
EDA
SNPS
Synopsys
Design (1)
FABLESS
NVDA
NVIDIA Corporation
Materials (2)
MATERIAL
— —
Silicon Wafers
MATERIAL
— —
Rare Earth / Specialty Materials
Equipment (4)
EQUIPMENT
AMAT
Applied Materials
EQUIPMENT
LRCX
Lam Research
EQUIPMENT
ASML
ASML Holding
EQUIPMENT
KLAC
KLA Corporation
Foundry (2)
FOUNDRY
GFS
GlobalFoundries
FOUNDRY
TSM
Taiwan Semiconductor Mfg (ADR)
Foundry / Memory (1)
FOUNDRY
— —
Samsung Electronics
Memory (2)
MEMORY
— —
SK Hynix
MEMORY
MU
Micron Technology
Processing / OSAT (3)
OSAT
— —
JCET Group
OSAT
ASX
ASE Technology Holding (ADR)
OSAT
AMKR
Amkor Technology
Assembly (4)
ODM
— —
Wistron
ODM
— —
Quanta Computer
ODM
— —
Foxconn / Hon Hai
ODM
SMCI
Super Micro Computer
OEM (2)
OEM
DELL
Dell Technologies
OEM
HPE
Hewlett Packard Enterprise
Board Partners (3)
BOARD
— —
Gigabyte
BOARD
— —
ASUS
BOARD
— —
MSI
Networking (2)
NETWORK
ANET
Arista Networks
NETWORK
AVGO
Broadcom
Datacenter Infra (1)
DC INFRA
VRT
Vertiv Holdings
Cloud (5)
CLOUD
MSFT
Microsoft
CLOUD
GOOGL
Alphabet
CLOUD
AMZN
Amazon
CLOUD
ORCL
Oracle
CLOUD
CRWV
CoreWeave
Retail (1)
RETAIL
BBY
Best Buy
> GLOSSARY
EDA ToolsElectronic Design Automation — software used to design, simulate, and verify chip layouts before manufacturing.
Design"Fabless" chip designers — design chips but own no factories, outsourcing manufacturing to a foundry. NVIDIA's own category.
MaterialsRaw inputs for chipmaking — silicon wafers, rare-earth elements, specialty gases and chemicals.
EquipmentMakers of the machines used inside a fab to actually manufacture chips — lithography, etching, deposition tools.
FoundryPhysically manufactures chips on behalf of fabless designers.
Foundry / MemoryHybrid — manufactures both logic chips and memory.
MemoryMakers of memory chips specifically — DRAM, HBM, NAND.
Processing / OSATOutsourced Semiconductor Assembly and Test — packages and tests raw chips after fabrication into finished components.
AssemblyOriginal Design Manufacturers that assemble finished chips into servers and systems.
OEMOriginal Equipment Manufacturers selling finished servers/systems under their own brand.
Board PartnersCompanies building graphics cards/boards around NVIDIA's chips.
NetworkingSwitches, NICs, and other gear connecting servers together inside a datacenter.
Datacenter InfraPower, cooling, and physical infrastructure for datacenters.
CloudCloud providers that buy or rent GPUs and offer them to end customers.
RetailConsumer retailers selling finished products.
COMP_04

Competitors

AMDMI300/MI400 series — closest direct GPU competitor in AI acceleratorshigh
INTCGaudi accelerators + foundry ambitions (Intel Foundry)medium
Google TPUIn-house AI accelerator program for Google Cloud/DeepMind workloadsmedium
Broadcom Custom ASICsCo-designs custom AI accelerators for hyperscaler customersmedium
Amazon TrainiumIn-house AI training/inference silicon for AWSmedium
NEWS_05

Signal, aggregated

TECH TIMES: SK Hynix Launches Record $28B Nasdaq Listing as HBM Shortage Locks In AI Memory Lead - Tech Times // FINANCE.BIGGO.COM: China's DeepSeek Begins Developing Proprietary Inference AI Chip, Aiming to Reduce Reliance on Nvidia and Huawei - finance.biggo.com // QZ.COM: Samsung, SK Hynix, and Micron are facing an antitrust class action over memory price-fixing - qz.com // AOL.COM: Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk) - AOL.com // FINANCE.BIGGO.COM: Samsung’s Q2 Profit Rockets Over 1,800% to Record $65.6 Billion on AI Memory Frenzy - finance.biggo.com // 디지털투데이: Global chip industry urges U.S. not to intervene in memory market - 디지털투데이 // AOL.COM: Micron's New Strategy Will Face SK Hynix and Samsung's $575 Billion Spending Plans - AOL.com // FINANCE.BIGGO.COM: AI Chip Arms Race Ignites Equipment Boom: Samsung Q2 Profit Soars 19-Fold, Global Semiconductor Equipment Shipments Hit Record - finance.biggo.com // MOOMOO: Beyond SK hynix: How the HBM Supercycle Creates Supply-Chain Opportunities - Moomoo // NAI500: After a 120% Surge, This AI Memory ETF Is Counting on SK Hynix’s IPO to Reignite the Rally - NAI500 // THE TECH BUZZ: Samsung Profits Explode 1,800% as AI Chip Shortage Intensifies - The Tech Buzz // TECHCRUNCH: US investors will soon get access to SK Hynix, another memory maker riding the AI boom - TechCrunch // THE MOTLEY FOOL: Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK Hynix - The Motley Fool // CRYPTO BRIEFING: Micron’s earnings surge sparks memory mania, draws Nvidia comparisons - Crypto Briefing // AOL.COM: The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration - AOL.com // FINANCE.BIGGO.COM: CXMT's Expansion Closes in on Micron; Nomura Warns: Market Is Pricing in a Decade's Worth of Future Capacity Today - finance.biggo.com // 24/7 WALL ST.: Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes - 24/7 Wall St. // 24/7 WALL ST.: TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs - 24/7 Wall St. // MANUFACTURING.NET: Nvidia's AI Chip Sales in China Stall, Local Chipmakers Like Huawei Take Lead - Manufacturing.net // 24/7 WALL ST.: South Korea's $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before - 24/7 Wall St. // CRYPTO BRIEFING: Memory chip stocks rebound on AI demand optimism as analysts project undersupply through 2028 - Crypto Briefing // WEEX: SK Hynix Stock Forecast 2026: Is SKHYNIX a Good Investment as AI Memory Demand Grows? - WEEX // GOTRADE: SK Hynix's $28B US Listing Rides AI Memory Supercycle - Gotrade // INTELLECTIA AI: AI Investment Bubble 2026: Is the Semiconductor Rally Sustainable or Headed for a Correction? - Intellectia AI // BENZINGA: Micron vs. SK Hynix: Nvidia's Top AI Memory Suppliers Are Set for a Wall Street Showdown - Benzinga // 富途牛牛: AI infrastructure boom spreads to the courtroom! Micron, Samsung, and SK Hynix sued for allegedly manipulating DRAM prices, as the memory supercycle faces potential regulatory storm - 富途牛牛 // FINANCE.BIGGO.COM: Samsung Pushes for Up to 20% DRAM Price Hike in Q3 as Memory Super-Cycle Rolls On - finance.biggo.com // 24/7 WALL ST.: Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade - 24/7 Wall St. // LET'S DATA SCIENCE: Micron begins $9.3-billion chip plant expansion in Japan - Let's Data Science // KAVOUT | AI: SK Hynix's Nasdaq Debut: The True HBM Leader Steps Onto the U.S. Stage - Kavout | AI // FINANCE.BIGGO.COM: Micron Invests $9.3 Billion to Expand Hiroshima HBM Plant in Japan, Shipments Expected by 2028 - finance.biggo.com // FINANCE.BIGGO.COM: TSMC Capex Seen Hitting $78 Billion in 2027 as AI Demand Fuels 'Arms Race' - finance.biggo.com // MSN: Micron’s $41.4B quarter fuels AI memory boom bets - MSN // 조선일보: Micron Expands Hiroshima Plant for HBM4E Production - 조선일보 // STARTUP FORTUNE: Micron Breaks Ground on a $9.3 Billion Bet to Crack SK Hynix's Grip on AI Memory - Startup Fortune // TOM'S HARDWARE: Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases - Tom's Hardware // TOM'S HARDWARE: SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead - Tom's Hardware // NOTEBOOKCHECK: Samsung, Micron, SK Hynix sued over DRAM price-fixing triggering a ‘RAMpocalypse’ as memory prices soar - Notebookcheck // FONEARENA.COM: Anthropic explores custom AI chip manufacturing partnership with Samsung: Report - FoneArena.com // ROLLING OUT: Anthropic quietly eyes Samsung deal to break free of Nvidia - Rolling Out // CRYPTO BRIEFING: Anthropic explores custom AI server chip as revenue triples past $30 billion - Crypto Briefing // THE WIRE CHINA: Nvidia Uses The Specter of Huawei to Make Its Chip Exports Case - The Wire China // THE MOTLEY FOOL: Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk) - The Motley Fool // CRYPTO BRIEFING: SK hynix removes price caps from memory supply agreements, signaling new era for chip pricing - Crypto Briefing // CYBERNEWS: Samsung, SK Hynix, Micron sued over alleged DRAM price fixing - Cybernews // 24/7 WALL ST.: The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM - 24/7 Wall St. // LIVEMINT.COM: SK Hynix heads to Nasdaq: Should Indian investors choose it over Micron? Which is the better long-term bet? - livemint.com // MONEYWISE.COM: Samsung, Micron and SK Hynix face class-action lawsuit over alleged 700% DRAM price-fixing scheme - moneywise.com // ETLEGALWORLD.COM: Samsung Electronics, SK Hynix, Micron sued in US over DRAM supply shift to AI memory - ETLegalWorld.com // MOOMOO: [SK Hynix Nears U.S. Listing] Is This the 'Second Act' for AI Memory—or a Sign That the Peak Is Near?! Exploring Impact on Micron and Beneficiary Stocks - Moomoo // INVEZZ: Samsung, SK Hynix, Micron sued over DRAM prices: what’s at stake - Invezz // 조선일보: Samsung, SK Hynix, Micron Face DRAM Price-Fixing Lawsuit - 조선일보
ARTICLES
11
AVG_SENT
BULLISH
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BEARISH
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NEUTRAL
11
CHAIN_06

How a chip becomes a product

NVIDIA doesn't build a GPU alone — it's the product of a chain that runs through a dozen industries before it ever reaches a datacenter or a desk. Here's that chain, start to finish.

01
EDA Tools

Before a single transistor is drawn, engineers need software just to design the chip. EDA (Electronic Design Automation) tools let designers lay out billions of transistors and simulate how they'll behave — catching errors here costs a bug fix; catching them after fabrication costs a $100M wafer run.

CDNSSNPS
02
Design

This is where NVIDIA itself sits. A "fabless" designer owns no factories — its product is the chip's architecture, not the physical silicon. NVIDIA designs the GPU; someone else has to actually build it.

NVDA
03
Materials

Manufacturing starts with raw materials: ultra-pure silicon wafers, plus a long list of rare-earth elements and specialty chemicals that never make headlines but without which nothing else on this list works.

Silicon WafersRare Earth / Specialty Materials
04
Equipment

Turning silicon and chemicals into a working chip takes some of the most complex machines ever built — lithography systems that print circuits smaller than a virus, and the etching and deposition tools that build a chip up layer by layer.

AMATLRCXASMLKLAC
05
Foundry

The foundry is where the chip is actually fabricated — hundreds of process steps over weeks, on wafers that cost more than a car. NVIDIA doesn't own a foundry; it pays someone else to run theirs.

GFSTSM
06
Foundry / Memory

A smaller group of companies straddle both worlds, fabricating logic chips and memory side by side under one roof.

Samsung Electronics
07
Memory

A GPU without memory next to it is just an expensive calculator. High-bandwidth memory (HBM) sits inches from the chip, feeding it data fast enough to keep up with it.

SK HynixMU
08
Processing / OSAT

A freshly fabricated wafer isn't a product yet — it has to be cut into individual dies, tested, and packaged into the chip you'd recognize. This step (OSAT — outsourced assembly and test) is where defective dies get caught before they ship anywhere.

JCET GroupASXAMKR
09
Assembly

Individual chips get assembled onto boards and into full servers here — the unglamorous, extremely high-volume work of turning components into machines.

WistronQuanta ComputerFoxconn / Hon HaiSMCI
10
OEM

The finished servers get a brand on them and go out the door under a name enterprise buyers recognize and order directly from.

DELLHPE
11
Board Partners

For GPUs sold to consumers rather than datacenters, board partners build the actual graphics card around NVIDIA's chip — the cooler, the PCB, the box you'd see on a shelf.

GigabyteASUSMSI
12
Networking

A datacenter full of GPUs is only as fast as the network connecting them. High-speed switches and network cards move data between thousands of GPUs working on the same problem simultaneously.

ANETAVGO
13
Datacenter Infra

None of this runs without power and cooling. As GPU racks get denser and hotter, keeping them running has become an industry of its own.

VRT
14
Cloud

Most people never buy a GPU directly — they rent time on one. Cloud providers buy GPUs at enormous scale and resell compute by the hour.

MSFTGOOGLAMZNORCLCRWV
15
Retail

And for the GPUs that do end up in someone's own PC, retail is the last stop between the factory and the desk.

BBY