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

• INTC: Intel Corp - Stock Price, Quote and News - CNBC
  2026-06-08 · cnbc.com

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• Intel Corporation Common Stock (INTC) - Nasdaq
  2026-06-08 · nasdaq.com

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• Intel Corp (INTC) Stock Price & News - Google Finance
  2026-06-08 · 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,

• INTC - Intel | Stock Quotes from Fidelity Investments
  2026-06-08 · digital.fidelity.com

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• Investor Relations :: Intel Corporation (INTC)
  2026-06-08 · 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