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.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($53.1B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
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.
Supply Chain Relationships
Competitors
Macro & Market Context
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Upcoming Catalysts
Institutional Signals
| Institution | Action | Value | Quarter | Filing Date |
|---|---|---|---|---|
| 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↑ |
Latest News
AI Analysis
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Company Info
Sector Overview — 반도체
Sector NewsWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Key Themes
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Upcoming Catalysts
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표