Intel Corporation
INTCleaderIntel 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.
製品と売上
製品別売上シェア
売上内訳 ($53.1B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Client and server x86 processors. Xeon Scalable for data centers; Core Ultra for AI-capable laptops (Intel AI PC campaign).
Intel's answer to NVIDIA GPUs. Gaudi 3 targets training/inference at lower price points. Traction in enterprise AI.
Intel Foundry manufacturing for external customers (TSMC competitor). 18A process node targets NVIDIA and Qualcomm as future customers.
Ethernet adapters, FPGAs (Altera), and edge AI chips for telecommunications and networking.
Autonomous driving chips and EyeQ systems. Leading ADAS supplier to BMW, VW, Nissan, and Hyundai.
サプライチェーン関係
競合他社
マクロ・市場概況
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
次の主要イベント
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $268M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $117M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $162M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $250M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $53M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $4.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $230M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $471M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $187M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $336M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $271K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $55M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $39M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $30M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $154K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $155M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | reducing | $0K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $81M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $362M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $911M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $67K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $13.3B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $265M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $7.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $98M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $570K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $8M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $476K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $14M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $66K | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $22K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $701M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $42M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $206M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $53M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5M | 2025.12 | 2026-02-17↑ |
最新ニュース
AI分析
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企業情報
セクター概況 — 반도체
セクターニュースWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
主要テーマ
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
次の主要イベント
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표