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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($53.1B)

Data statis (memuat keuangan langsung…)

Client Computing (CCG) (52%)

Data Center & AI (DCAI) (28%)

Mobileye (ADAS) (10%)

Network & Edge / Foundry (10%)

Komposisi segmen dan pelanggan utama

Detail produk

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.

Hubungan Rantai Pasok

Pesaing

Advanced Micro Devices

x86 CPUs for PC and server markets

Dampak: Primary competitor — AMD gaining share

NVIDIA Corporation

AI accelerators, data center compute

Dampak: Gaudi vs H100/Blackwell

Mitra

Taiwan Semiconductor Manufacturing Company

Leading-edge wafers for Core Ultra (N3)

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

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Santa Clara, California, USA

Didirikan

1968

Karyawan

124,000+

Situs Web

intel.com

Gambaran umum sektor — 반도체

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