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 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）

• 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)

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
  2026-06-20 · cnbc.com

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• Intel: INTC Stock Price Quote & News - Robinhood
  2026-06-20 · robinhood.com

  ](https://news.google.com/rss/articles/CBMi5wFBVV95cUxNZ2ZYeVVtTGhJTHhoMFVtM0xZdlpFRWdZWnN4cFVYcXJReXoxbXlNRDUtWTRjREI1RkMwTXZ5UTNUejZHVjk1bk9wVEo3QzRscC1aRndzejVBR1dsVWNFdnBtME9OOFFYdEtxZi1jMWVvanRrZ3RXa0xOVHhzVERDT0Z6dG50VTQzN2pyTnFKWXRZQ3lhZi1qTXNMMk5mVEREbHg2aTVhMzgtcGVteUllM2ZTdVZoMFA5dEFKbDZEUHY4dDlBWWZTU2JXU29wZTF6OXhkVm1Nc1VEZjZoVXI2VlZES2NBTkU?oc=5&hl=en-US&gl=US&ceid=US:en)[Investor's Business Daily 1h Intel Stock Jumps On Reported Apple C

• Intel Corporation Common Stock (INTC) - Nasdaq
  2026-06-20 · nasdaq.com

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• Investor Relations :: Intel Corporation (INTC)
  2026-06-20 · 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/_99b286b683220741545a7a03ed58e7f6/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

• Intel Corporation (INTC) Stock Price, News, Quote & History
  2026-06-20 · finance.yahoo.com

  Intel Corporation (INTC) Stock Price, News, Quote & History - Yahoo Finance. * [Finance](https://finance.yahoo.com/). + [Finance](https://finance.yahoo.com/). - [My portfolio](https://finance.yahoo.com/portfolios/). - [News](https://finance.yahoo.com/news/). - [Markets](https://finance.yahoo.com/markets/). - [Community](https://finance.yahoo.com/community/). - [Videos](https://finance.yahoo.com/videos/). 1. [My Portfolio](https://finance.yahoo.com/portfolios/). 2. [News](https://finance.yahoo.com/news/). 1. [Latest](https://finance.yahoo.com/topic/latest-news/). 4. [Stock market](https://finance.yahoo.com/topic/stock-market-news/). 6. [Crypto](https://finance.yahoo.com/markets/crypto/). 1. [Economies](https://finance.yahoo.com/topic/economic-news/). 2. [Earnings](https://finance.yahoo.com/