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.
產品與營收
產品營收佔比
營收結構 ($53.1B)
靜態數據（加載即時財務…）
業務部門構成與主要客戶
產品詳情
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.
供應鏈關係
競爭對手
宏觀與市場背景
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
近期催化劑
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↑ |
最新新聞
AI 分析
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企業資訊
行業概況 — 반도체
行業新聞WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
核心主題
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化劑
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표