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 $541.83B
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% | yahoo-finance2 |
| 2025Q3 | $13.65B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- INTC - Intel | Stock Quotes from Fidelity Investments2026-08-17 · digital.fidelity.com
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; [...] service providers. Intel Corporation has a strategic collaboration with Infosys Limited to develop a multi-layer AI fabric that unifies infrastructure, models, data, applications, and workflows into a composable and agent-ready ecosystem. The company was incorporated in 1968 and is headquartere
- Intel Corp (INTC) Stock Price & News - Google Finance2026-08-17 · 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
- INTC: Intel Corp - Stock Price, Quote and News - CNBC2026-08-17 · 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... [...] Intel’s Bold Foundry And Memory Bet Tests Investor NervesTipRanks Intel, Netflix, Pfizer, Coca-Cola, J&J Insider ShockTipRanks Intel Stock (NASDAQ:INTC) Jumps Despite Big New Qualcomm Threat Jumps Despite Big New Qualcomm Threat")TipRanks AMD vs. INTC Stock: One Is a Buy, the Other Is a Hold, S
- Intel Corporation (INTC)2026-08-17 · finance.yahoo.com
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; [...] service providers. Intel Corporation has a strategic collaboration with Infosys Limited to develop a multi-layer AI fabric that unifies infrastructure, models, data, applications, and workflows into a composable and agent-ready ecosystem. The company was incorporated in 1968 and is headquartere
- Intel: INTC Stock Price Quote & News2026-08-17 · robinhood.com
Price-Earnings ratio-48.35 Dividend yield — Dividend yield— Average volume 110.11M Average volume110.11M High today $106.87 High today$106.87 Low today $102.27 Low today$102.27 Open price $104.50 Open price$104.50 Volume 95.39M Volume95.39M 52 Week high $142.35 52 Week high$142.35 52 Week low $22.78 52 Week low$22.78 ## Stock Snapshot Intel(INTC) stock is priced at $103.06, giving the company a market capitalization of 517.11B. It carries a P/E multiple of -48.35. [...] ## About INTC ### Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. CEO Lip-Bu Tan, MBA CEOLip-Bu Tan, MBA Employees 85,100 Employees85,100 Headquarters Santa Clara, California