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 $477.67B
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $13.58B | $0 | — | — | 0.0% | — | +7.20% | -0.71% | yahoo-finance2 |
| 2025Q4 | $13.67B | $0 | — | — | 0.0% | — | — | +0.15% | yahoo-finance2 |
| 2025Q3 | $13.65B | $0 | — | — | 0.0% | — | — | +6.17% | yahoo-finance2 |
| 2025Q2 | $12.86B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- Intel (INTC) Stock Price, Chart, and Market Cap2026-07-18 · tradingview.com
# Intel Corporation. ## Compare with Intel Corp. ## Key facts today. ## Key stats. ## Upcoming earnings. ## Employees. ## Profile. ## Financials. ## Community forum. ## News. ## Technicals. ## Analyst rating. ## Seasonals. ## Highest yielding bonds. ## ETFs holding the stock. ## Frequently asked questions. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc.Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC filings and other documents provided by Quartr.© 2026 TradingView, Inc.
- Intel Corporation (INTC) Stock Price, News, Quote & History2026-07-18 · finance.yahoo.com
2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. 2. Tax brackets and rates. # Intel Corporation (INTC). ## News headlines Intel is in the spotlight as upcoming earnings reports are expected to highlight AI spending and chip sales. Despite a recent expansion of its partnership with Google Cloud, Intel's stock has fallen due to broader market weakness and concerns about capital expenditures in the semiconductor sector. Intel is in the spotlight as upcoming earnings reports are expected to highlight AI spending and chip sales. Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel
- INTC: Intel Corp - Stock Price, Quote and News2026-07-18 · cnbc.com
# Intel Corp INTC:NASDAQ. ## Latest On Intel Corp. * Wednesday, July 15, 2026: Cramer says he likes this tech giant's stock over NvidiaCNBC VideoCNBC.com. * Jim Cramer's top 10 things to watch in the stock market WednesdayCNBC.com. * TRADE ALERTWe're buying more of Cramer's favorite chip stock for the second time this weekCNBC.com. * Jim Cramer's top 10 things to watch in the stock market TuesdayCNBC.com. * Jim Cramer's top 10 things to watch in the stock market MondayCNBC.com. * TRADE ALERTWe're buying more of Jim Cramer's new favorite chip stock on the dipCNBC.com. * Stocks making the biggest moves premarket: Delta, Circle, Intel and more CNBC.com. * TRADE ALERTWe're exiting our position in an AI chipmaker to lock in big gainsCNBC.com. * P/E (TTM)-155.49. * Net Margin (TTM)-6.26%. Wednes
- Investor Relations :: Intel Corporation (INTC)2026-07-18 · intc.com
* [About Intel](https://www.intc.com/about-intel). * [Contacts](https://www.intc.com/about-intel/contacts). * [Company Overview](https://www.intel.com/content/www/us/en/company-overview/company-overview.html). * [ESG](https://www.intel.com/content/www/us/en/corporate-responsibility/corporate-responsibility.html). [Earnings Release](https://www.intc.com/news-events/press-releases/detail/1767/intel-reports-first-quarter-2026-financial-results/). [PDF](https://d1io3yog0oux5.cloudfront.net/_1fed264723931fec5d921a57ba72c1d3/intel/db/887/9254/earnings_release/Q1%2726+Earnings+Release.pdf "PDF: Intel Reports First-Quarter 2026 Financial Results")[HTML](https://www.intc.com/news-events/press-releases/detail/1767/intel-reports-first-quarter-2026-financial-results "Intel Reports First-Quarte
- Intel: INTC Stock Price Quote & News2026-07-18 · robinhood.com
# Intel. As of today, Intel(INTC) shares are valued at $92.94. As of 2026-07-17, Intel(INTC) stock has fluctuated between $92.38 and $94.34. The current price stands at $92.94, placing the stock +0.6% above today's low and -1.5% off the high. During the past year, Intel(INTC) stock moved between $18.97 at its lowest and $142.35 at its peak. The former CEO of Intel Corporation (NASDAQ:INTC) , Pat Gelsinger, raised alarm over too much dependence on Taiwan for chips and also provided insights into the... Semiconductor company Intel (INTC) is scheduled to report its second-quarter 2026 results on July 23. Intel (INTC) and Micron (MU) have both rallied sharply this year as demand for AI-related chips fueled investor optimism. TSMC’s U.S.-listed shares are down 15% so far in July, putting the st