Intel

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）

財報 highlight

競爭對手

• 台積電2330.TW

  TSMC — foundry 龍頭，Intel 18A 想搶回份額

• Samsung Electronics005930.KS

  Samsung Foundry — 先進製程競爭

新聞 timeline

• Intel: INTC Stock Price Quote & News - Robinhood
  2026-06-04 · robinhood.com

  EVP, Chief Transformation & Operations Officer and GM of Foundry, Nagasubramaniyan Ch...](https://www.tipranks.com/news/insider-trading/top-intel-executive-makes-major-insider-stock-move-insider-trading-news?utm_source=robinhood.com&utm_medium=referral)[24/7 Wall St.8h NVIDIA vs. Intel: Which AI Chip Stock Should Retirement Investors Own?](https://images.robinhood.com/9ASNM2SQJiiU-a3tIV-2y62atuU/aHR0cHM6Ly8yNDd3YWxsc3QuY29tL3dwLWNvbnRlbnQvdXBsb2Fkcy8yMDI2LzA2L252aWRpYS12cy1pbnRlbC13aGljaC1haS1jaGlwLXN0b2NrLXNob3VsZC1yZXRpcmVtLWZlYXR1cmVkLTE3ODA0MTU0NzE5MzMud2VicA)](https://247wallst.com/investing/2026/06/02/nvidia-vs-intel-which-ai-chip-stock-should-retirement-investors-own/?utm_campaign=feed&utm_source=robinhood&utm_medium=link&utm_content=1604288)[Simply Wall St 9h Intel’s Computex AI Pu

• Intel Corporation (INTC) Stock Price, News, Quote & History
  2026-06-04 · finance.yahoo.com

  [Latest](https://finance.yahoo.com/topic/latest-news/). 3. [Stock market](https://finance.yahoo.com/topic/stock-market-news/). 5. [Crypto](https://finance.yahoo.com/markets/crypto/). 1. [Economies](https://finance.yahoo.com/topic/economic-news/). 2. [Earnings](https://finance.yahoo.com/topic/earnings/). 3. [Housing](https://finance.yahoo.com/topic/housing-market/). [Stocks](https://finance.yahoo.com/markets/stocks/). 1. [Most active](https://finance.yahoo.com/markets/stocks/most-active/). 2. [Day gainers](https://finance.yahoo.com/markets/stocks/gainers/). 3. [Day losers](https://finance.yahoo.com/markets/stocks/losers/). 4. [Trending](https://finance.yahoo.com/markets/stocks/trending/). 5. [Highest dividend](https://finance.yahoo.com/markets/stocks/highest-dividend/). 6. [Small cap](https

• Intel Stock Price, Rating and News - NASDAQ: INTC | Morningstar
  2026-06-04 · morningstar.com

  * [Stocks](https://www.morningstar.com/stocks). * [Stocks](https://www.morningstar.com/stocks). * [All Products and Services](https://www.morningstar.com/business). 2. [Stocks](https://www.morningstar.com/stocks). * [Summary](https://www.morningstar.com/stocks/xnas/intc/quote). * [Chart](https://www.morningstar.com/stocks/xnas/intc/chart). * [News](https://www.morningstar.com/stocks/xnas/intc/news). * [Price vs Fair Value](https://www.morningstar.com/stocks/xnas/intc/price-fair-value). * [Sustainability](https://www.morningstar.com/stocks/xnas/intc/sustainability). * [Trailing Returns](https://www.morningstar.com/stocks/xnas/intc/trailing-returns). * [Key Metrics](https://www.morningstar.com/stocks/xnas/intc/key-metrics). * [Financials](https://www.morningstar.com/s

• Intel Corp (INTC) Stock Price & News - Google Finance
  2026-06-04 · google.com

  . [Intel Announces New AI Innovations at Computex — Chip to Rackscale AI Solutions Delivered to Customers with the Help of Strategic Industry Partners](https://www.intc.com/news-events/press-releases/detail/1771/intel-announces-new-ai-innovations-at-computex-chip-to). Intel Foundry operating loss in Q1 was $2.4 billion and improved $72 million quarter-over-quarter as better yields across Intel 4, 3, and 18A drove higher gross margins. ![Image 18: Barchart.com](https://encrypted-tbn1.gstatic.com/faviconV2?url=https://www.barchart.com&client=FINANCE_HUB&size=32&type=FAVICON&fallback_opts=TYPE,SIZE,

• Investor Relations :: Intel Corporation (INTC)
  2026-06-04 · 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). [About Intel](https://www.intc.com/about-intel). [Earnings Release](https://www.intc.com/news-events/press-releases/detail/1767/intel-reports-first-quarter-2026-financial-results/). [PDF](https://d1io3yog0oux5.cloudfront.net/_7fd037f8a1293044bb2d879c9d69c4b4/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-2