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.
产品与营收
产品营收占比
营收构成 ($53.1B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
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.
供应链关系
竞争对手
宏观与市场背景
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
近期催化剂
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↑ |
最新新闻
AI 分析
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企业信息
行业概况 — 반도체
行业新闻WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
核心主题
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化剂
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표