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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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उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($53.1B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

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

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

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.

आपूर्ति श्रृंखला संबंध

प्रतिस्पर्धी

Advanced Micro Devices

x86 CPUs for PC and server markets

प्रभाव: Primary competitor — AMD gaining share

NVIDIA Corporation

AI accelerators, data center compute

प्रभाव: Gaudi vs H100/Blackwell

साझेदार

Taiwan Semiconductor Manufacturing Company

Leading-edge wafers for Core Ultra (N3)

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

व्यापक एवं बाजार संदर्भ

반도체क्षेत्र समाचार

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

आगामी उत्प्रेरक

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

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
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↑

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

Intel Corporation का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

कंपनी जानकारी

मुख्यालय

Santa Clara, California, USA

स्थापना

1968

कर्मचारी

124,000+

वेबसाइट

intel.com

क्षेत्र अवलोकन — 반도체

क्षेत्र समाचार

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

मुख्य विषय

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

आगामी उत्प्रेरक

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