Intel

Headquarters

Santa Clara, California, USA

Website

www.intel.com

Employees

85,100 (FY2025 10-K, post-restructuring)

Founded

1968

Listing

INTC · NASDAQ

Market Cap

$462.38B

Revenue (TTM)

$57.03B

Price

USD91.67 (-5.55%)

Dependency

• ASMPT: Intel gave ASMPT its EPIC Supplier Award in 2026, one of its highest recognitions for suppliers within its global semiconductor supply chain.
• Lam Research: Intel depends on Lam Research wafer fabrication equipment.
• ASML: Intel became the first company to ship a High-NA EUV logic chip using ASML's next-generation lithography tools in 2026.
• CHIPS and Science Act: Intel's foundry expansion depends on roughly $11.1 billion in combined CHIPS Act grants and equity investment from the US government, which converted $8.9 billion of previously awarded grants into a 9.9% passive equity stake in August 2025.
• SoftBank Group: SoftBank invested $2 billion in Intel in 2025, offering a lifeline as Intel navigated its foundry turnaround.
• Applied Materials: Applied Materials formed a strategic partnership with Intel-adjacent domestic chipmaking initiatives, including a 2025 partnership with Apple and Texas Instruments to supply US-made semiconductor equipment.

Supply Chain

• Advanced Semiconductor Packaging: Intel's Penang, Malaysia complex (Project Pelican) supports EMIB and Foveros advanced-packaging flows, including outsourced AI-adjacent packaging orders diverted from TSMC as CoWoS capacity stayed constrained.
• Apple: Apple reportedly agreed to work with Intel Foundry to design and manufacture chips domestically, a potential major design win still pending formal confirmation from both companies as of mid-2026.
• Microsoft Azure: Microsoft plans to produce its next-generation Maia 2 AI accelerator on Intel's 18A process node at Intel Foundry.
• Amazon Web Services: AWS is working with Intel Foundry on custom Xeon processors and AI fabric interconnect chips.
• xAI: Intel joined xAI's Terafab project, part of xAI's push to develop its own custom AI chips.
• Alphabet (Google): Intel announced a new AI partnership with Google focused on long-term AI workloads in mid-2026.
• NVIDIA: Intel Foundry has secured a design win with NVIDIA as part of its push to attract external customers to its 18A process, alongside its separate $5 billion equity investment and NVLink collaboration with NVIDIA.
• Advanced Micro Devices: Intel Foundry has secured a design win with AMD for its 18A process node, part of Intel's broader push to become a merchant foundry for other chip designers, including its own competitors.
• OpenAI: Intel Foundry secured a design win with OpenAI on its 18A/14A nodes as part of its push for external foundry customers beyond its own product lines.
• Marvell Technology: Intel Foundry secured a design win with Marvell on its 18A/14A nodes, part of the same wave of external custom-silicon customers as its Microsoft, Amazon, AMD, NVIDIA and OpenAI deals.
• Tesla: Tesla's $25 billion TeraFab AI chip plant named Intel as its foundry partner, among the catalysts for Intel's 2026 stock surge.

Development

• Mobileye: Mobileye is majority-owned by Intel, developing autonomous driving chips and software following Intel's 2017 acquisition.

Competition / Other

• Semiconductor Manufacturing: Intel represents the US government-backed alternative within the semiconductor manufacturing industry, following its 9.9% federal equity stake tied to CHIPS Act funding.
• Advanced Micro Devices: Intel and AMD compete directly in x86 CPUs for data center, PC, and increasingly AI accelerator markets, with AMD having steadily gained server CPU market share from Intel over the past decade.
• Arm Holdings: Intel's x86 architecture faces growing competitive pressure from Arm-based designs in data center and client CPUs as hyperscalers and device makers adopt Arm for power efficiency.