companies / NASDAQ
Intel
EMIB advanced packaging supplier for Google's v9 Humufish (and 8e variant) — alternative to TSMC CoWoS-S; supplies Xeon + IPU for Google AI DC infra.
近 30 天股價
市值 $472.95B
最新估值
尚未有估值資料。
在 BOM 上的位置
題材歸屬
- AI Networking / Optical — NVIDIA 用股權買下一條互連帶（NOK / COHR / MRVL / CRWV）hotTangential
NVDA 第一大 13F 持股（具體規模未細揭）— 玻璃基板 GCS + Foundry / x86 platform，意涵超出 networking 一條
- TGV 玻璃基板題材 — Intel GCS 與 TSMC CoPoS 兩條獨立路線watchPrimary
催化者；2026-01-26 NEPCON Japan 公開 thick-core glass + EMIB 樣品 (78×77mm, 10-2-10 stack, 800µm)；路線是玻璃取代 ABF (與 TSMC 取代 interposer 不同層)
- TGV 製程設備鏈 — 8 大步驟拆解，雷射 + 蝕刻是良率瓶頸最厚的商機hotPrimary
催化整個玻璃敘事的客戶；GCS 玻璃 core substrate 路線在 NEPCON Japan 2026-01-26 公開 thick-core 樣品（78×77mm, 10-2-10 stack）
在 research 中被提到
- MI455X Helios 機架——AMD 第一個正面對打 NVL72 的 rack-scale 系統
…re — AMD and Oracle partner to deploy 50,000 MI450 Instinct GPUs](https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-and-oracle-partner-to-deploy-50-000-mi450-instinct-gpus-in-new-ai-superclusters-deployment-of-expansion…
- Google TPU v8 / v9 供應鏈拆解（Sunfish / Zebrafish 與第九代展望）
…ell**——目前在談一顆 memory processing unit（MPU）與另一顆推論型 TPU；Google 預計這顆 MPU 量產接近 200 萬顆，定案在 2027 [TheNextWeb, 2026-04-22]。 - **Intel**——不負責 AI 加速器本身，提供 Xeon 與 IPU 處理 AI 資料中心的 networking 與一般用途層 [TheNextWeb, 2026-04-22]；但 Intel 真正的伏筆是把 **EMIB 進階封裝**…
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q2 | $16.13B | $0 | — | — | 0.0% | — | +25.40% | +18.79% | yahoo-finance2 |
| 2026Q1 | $13.58B | $0 | — | — | 0.0% | — | — | -0.71% | yahoo-finance2 |
| 2025Q4 | $13.67B | $0 | — | — | 0.0% | — | — | +0.15% |
法說 / IR events
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新聞 timeline
- INTC: Intel Corp - Stock Price, Quote and News - CNBC2026-09-04 · cnbc.com
### Profile MORE Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial... [...] Make It select USA INTL Livestream Livestream Watchlist SIGN IN Create free account Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club Join IC PRO Join Pro Livestream My Portfolio + LINK YOUR PORTFOLIO # Intel Corp INTC:NASDAQ RT Quote | La
- Investor Relations :: Intel Corporation (INTC)2026-09-04 · intc.com
# Intel Corporation Investor Relations ### Shaping the Future of Technology Intel creates world-changing technology that improves the life of every person on the planet. Intel put the silicon in Silicon Valley. For more than 50 years, Intel and our people have had a profound influence on the world, driving business and society forward by creating radical innovation that revolutionizes the way we live. [...] By Overnight Delivery Computershare 150 Royall Street Suite 101 Canton, MA 02021 United States T: 1-800-298-0146 (toll-free in US/Canada) OR 1-312-360-5123 (international direct dial) web.queries@computershare.com www.computershare.com/investor Email Alerts Tear Sheet Contacts RSS News Feed [...] Today we are applying our reach, scale, and resources t
- Intel Corp (INTC) Stock Price & News - Google Finance2026-09-04 · google.com
Intel Corporation is an American multinational technology company headquartered in Santa Clara, California. It designs, manufactures, and sells computer components such as central processing units and related products for business and consumer markets. Intel was the world's third-largest semiconductor chip manufacturer by revenue in 2024 and has been included in the Fortune 500 list of the largest United States corporations by revenue since 2007. It was one of the first companies listed on [...] companies listed on Nasdaq. Intel supplies microprocessors for most manufacturers of computer systems, and is one of the developers of the x86 series of instruction sets found in most personal computers. It also manufactures chipsets, network interface controllers, flash memory, graphics processing