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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.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($53.1B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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.

Hubungan Rantai Pasok

Pesaing

Advanced Micro Devices

x86 CPUs for PC and server markets

Dampak: Primary competitor — AMD gaining share

NVIDIA Corporation

AI accelerators, data center compute

Dampak: Gaudi vs H100/Blackwell

Mitra

Taiwan Semiconductor Manufacturing Company

Leading-edge wafers for Core Ultra (N3)

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

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

Sinyal Institusional

InstitusiTindakanNilaiKuartalTanggal pengajuan
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↑

Berita terkini

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Info Perusahaan

Kantor Pusat

Santa Clara, California, USA

Didirikan

1968

Karyawan

124,000+

Situs Web

intel.com

Gambaran umum sektor — 반도체

Berita sektor

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

Tema utama

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

Katalis mendatang

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