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Intel

INTC NASDAQ

Semiconductors

Key Financials

~$628B
Market Cap
$53.8B
Revenue (TTM)
+7.2%
Revenue Growth
37.2%
Gross Margin
6.9%
Op. Margin
85K
Employees

Role in the Supply Chain

Server CPU (Xeon); AI accelerator (Gaudi); foundry services (Intel Foundry)

In This Report

Ch 6 Chip Design

Server CPU (Xeon); AI accelerator (Gaudi); foundry services (Intel Foundry)

Ch 7 Foundries & Fabrication

US-based foundry; 18A process in pilot; CHIPS Act recipient

Ch 9 Advanced Packaging & IC Substrates

EMIB and Foveros 3D stacking; shipped first 18A products with Foveros (Jan 2026)

Ch 10 Networking Silicon, Switches & DPUs

IPUs (Infrastructure Processing Units), Gaudi accelerators, Ethernet controllers

Ch 20 System Software, Firmware & Orchestration

oneAPI cross-architecture programming model

AI Infrastructure Supply Chain Research · 2026