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

• Intel Corporation (INTC) Stock Price, News, Quote & History
  2026-06-12 · finance.yahoo.com

  [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/). 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://finance.yahoo.com/markets/stocks/small-cap-stocks/). 7. [Larg

• Intel Corp (INTC) Stock Price & News - Google Finance
  2026-06-12 · google.com

   news.futunn.com](https://news.futunn.com/en/post/71966555/intel-s-q1-2026-revenue-and-adjusted-eps-significantly-exceeded).  in.investing.com](https://in.investing.com/news/stock-market-news/earnings-call-transcript-intels-q1-2026-earnings-beat-forecasts-stock-rises-93CH-5356233). [Intel Corp (INTC) Q1 2026 Earnings Call Highlights - Yahoo Finance ![Image 20: finance.yahoo.com](https://encrypted-tbn1.gstatic.com/faviconV2?url=https://finance.yahoo.com&c

• INTC Stock Quote Price and Forecast
  2026-06-12 · cnn.com

  This $5.8B ETF Could Be Worth a Look by TipRanks](https://www.tipranks.com/news/looking-beyond-quantum-stocks-this-5-8b-etf-could-be-worth-a-look?utm_source=edition.cnn.com&utm_medium=referral) [Today 9:55am ET Early notable gainers among liquid option names on June 11th by TipRanks](https://www.tipranks.com/news/the-fly/early-notable-gainers-among-liquid-option-names-on-june-11th-thefly-news?utm_source=edition.cnn.com&utm_medium=referral) [Today 9:43am ET SpaceX initiated, Intel upgraded: Wall Street’s top analyst calls by TipRanks](https://www.tipranks.com/news/the-fly/spacex-initiated-intel-upgraded-wall-streets-top-analyst-calls-thefly-news?utm_source=edition.cnn.com&utm_medium=referral) [Today 9:42am ET Unusually active option classes on open June 11th by TipRanks](https://www.tiprank

• Intel Stock Price, Rating and News - NASDAQ: INTC | Morningstar
  2026-06-12 · 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

• Investor Relations :: Intel Corporation (INTC)
  2026-06-12 · 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/_85b3aa05d5446fafadc55d45cc60542f/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