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Intel Corporation

INTCleader

Intel is the largest x86 CPU maker by revenue, with dominant share in PC processors and a significant position in data center servers. The company is in a turnaround period, rebuilding its leading-edge manufacturing capabilities through the Intel Foundry strategy under CEO Pat Gelsinger's IDM 2.0 roadmap.

مشاركة:
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المنتجات والإيرادات

حصة إيرادات المنتج

توزيع الإيرادات ($53.1B)

بيانات ثابتة (تحميل البيانات المالية…)

Client Computing (CCG) (52%)
Data Center & AI (DCAI) (28%)
Mobileye (ADAS) (10%)
Network & Edge / Foundry (10%)

تكوين القطاعات والعملاء الرئيسيون

تفاصيل المنتج

Core Ultra / Xeon CPUs52%

Client and server x86 processors. Xeon Scalable for data centers; Core Ultra for AI-capable laptops (Intel AI PC campaign).

Gaudi AI Accelerators8%

Intel's answer to NVIDIA GPUs. Gaudi 3 targets training/inference at lower price points. Traction in enterprise AI.

Foundry Services (IFS)12%

Intel Foundry manufacturing for external customers (TSMC competitor). 18A process node targets NVIDIA and Qualcomm as future customers.

Network & Edge (NEX)15%

Ethernet adapters, FPGAs (Altera), and edge AI chips for telecommunications and networking.

Mobileye (ADAS)13%

Autonomous driving chips and EyeQ systems. Leading ADAS supplier to BMW, VW, Nissan, and Hyundai.

علاقات سلسلة التوريد

المنافسون

Advanced Micro Devices

x86 CPUs for PC and server markets

التأثير: Primary competitor — AMD gaining share

NVIDIA Corporation

AI accelerators, data center compute

التأثير: Gaudi vs H100/Blackwell

الشركاء

Taiwan Semiconductor Manufacturing Company

Leading-edge wafers for Core Ultra (N3)

التأثير: Intel outsources some chips to TSMC while building own foundry

السياق الكلي والسوقي

반도체أخبار القطاع

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

المحفزات القادمة

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

إشارات مؤسسية

المؤسسةالإجراءالقيمةالربعتاريخ التقديم
BlackRockaccumulating$268M2024.062024-08-13↑
BlackRockreducing$117M2024.062024-08-13↓
BlackRockreducing$162M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$19M2024.062024-08-13↓
BlackRockaccumulating$250M2024.062024-08-13↑
BlackRockreducing$53M2024.062024-08-13↓
BlackRockaccumulating$4.2B2024.062024-08-13↑
BlackRockaccumulating$2.9B2024.062024-08-13↑
BlackRockaccumulating$230M2024.062024-08-13↑
BlackRockaccumulating$471M2024.062024-08-13↑
BlackRockaccumulating$187M2024.062024-08-13↑
BlackRockaccumulating$336M2024.062024-08-13↑
BlackRockreducing$271K2024.062024-08-13↓
BlackRockaccumulating$1.7B2024.062024-08-13↑
BlackRockreducing$34M2024.062024-08-13↓
BlackRockreducing$55M2024.062024-08-13↓
BlackRockreducing$39M2024.062024-08-13↓
BlackRockreducing$30M2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
BlackRockreducing$154K2024.062024-08-13↓
BlackRockreducing$155M2024.062024-08-13↓
Vanguard Groupreducing$0K2025.122026-01-29↓
Vanguard Groupaccumulating$81M2025.122026-01-29↑
Vanguard Groupaccumulating$362M2025.122026-01-29↑
Vanguard Groupaccumulating$911M2025.122026-01-29↑
Vanguard Groupaccumulating$67K2025.122026-01-29↑
Vanguard Groupaccumulating$13.3B2025.122026-01-29↑
Vanguard Groupaccumulating$265M2025.122026-01-29↑
State Streetaccumulating$7.7B2025.122026-02-13↑
Wellington Managementaccumulating$98M2025.122026-02-17↑
Wellington Managementaccumulating$570K2025.122026-02-17↑
Wellington Managementaccumulating$8M2025.122026-02-17↑
Wellington Managementaccumulating$476K2025.122026-02-17↑
Wellington Managementaccumulating$14M2025.122026-02-17↑
Wellington Managementaccumulating$66K2025.122026-02-17↑
Wellington Managementreducing$22K2025.122026-02-17↓
FMR (Fidelity)accumulating$701M2025.122026-02-17↑
FMR (Fidelity)accumulating$42M2025.122026-02-17↑
FMR (Fidelity)accumulating$206M2025.122026-02-17↑
FMR (Fidelity)accumulating$53M2025.122026-02-17↑
FMR (Fidelity)accumulating$5M2025.122026-02-17↑

آخر الأخبار

جارٍ تحميل الأخبار...

تحليل الذكاء الاصطناعي

انقر "احصل على تحليل AI" للحصول على تحليل سلسلة التوريد لـ Intel Corporation.

معلومات الشركة

المقر الرئيسي

Santa Clara, California, USA

تأسست

1968

الموظفون

124,000+

الموقع الإلكتروني

intel.com

نظرة عامة على القطاع — 반도체

أخبار القطاع

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

الموضوعات الرئيسية

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

المحفزات القادمة

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표