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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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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($53.1B)

Données statiques (chargement des finances en temps réel…)

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

Composition des segments et principaux clients

Détails du produit

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.

Relations dans la chaîne d'approvisionnement

Concurrents

Advanced Micro Devices

x86 CPUs for PC and server markets

Impact: Primary competitor — AMD gaining share

NVIDIA Corporation

AI accelerators, data center compute

Impact: Gaudi vs H100/Blackwell

Partenaires

Taiwan Semiconductor Manufacturing Company

Leading-edge wafers for Core Ultra (N3)

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

Contexte macro et de marché

반도체Actualités du secteur

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

Prochains catalyseurs

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

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
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↑

Actualités récentes

Chargement des nouvelles...

Analyse IA

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Informations sur l'entreprise

Siège social

Santa Clara, California, USA

Fondée en

1968

Effectifs

124,000+

Site web

intel.com

Aperçu du secteur — 반도체

Actualités du secteur

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

Thèmes clés

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

Prochains catalyseurs

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