Intel
The world's third-largest semiconductor chip manufacturer by 2024 revenue.
Updated May 2026
Overview
- Website
- intel.com
- Founded
- 1968
- Headquarters
- Santa Clara, CA
- Ownership
- Public
- Segment
- General-Purpose Processors
Product overview
Intel designs and manufactures x86 CPUs like Core Ultra Series 3 and Xeon 6, AI accelerators such as Gaudi 3, and GPUs like Arc, using advanced nodes including Intel 18A with RibbonFET and PowerVia., These products serve OEMs, cloud providers, hyperscalers, and edge device makers for PCs, servers, data centers, and AI workloads. Intel stands out as the only U.S. company with leading-edge logic design, R&D, and high-volume manufacturing, prioritizing x86 ecosystem and supply chain resilience versus fabless competitors like Nvidia/AMD and pure foundries like TSMC.
Revenue model
Primarily product sales (~95% of 2025 $52.9B revenue from Intel Products: CCG $32.2B, DCAI $16.9B), plus emerging Intel Foundry services ($307M external in 2025, mostly internal intersegment); minor licensing/IP.
Moat
Intel's key competitive moat is its advanced manufacturing technology, particularly the 18A process node with PowerVia backside power delivery, which provides a temporary lead over TSMC in performance-per-watt, transistor density, and production timeline, combined with its extensive intellectual property in x86 architecture, patents, and packaging that create high barriers to entry. This is bolstered by massive scale advantages from its integrated design-manufacturing (IDM) model, US-based fabs supporting sovereign AI trends, and the entrenched x86 ecosystem with deep software support, enabling supplier leverage and foundry ambitions despite competition from AMD and TSMC.
Stack lineage
What powers Intel
No relationships recorded yet.
What Intel powers
- CoreWeave
CoreWeave clusters also use cutting edge CPUs, including AMD and Intel chips, to power compute-intensive projects.
- NVIDIA
The change in Other income, net, was primarily driven by unrealized gains in non-marketable and publicly-held equity securities, including gains from our previously announced investment in Intel's common stock.
Competitors
2 companiesNamed as a competitor in their own or this company's SEC filings.
- NVIDIA
Competitors include suppliers of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Intel Corporation, or Intel.
- AMD
In the Data Center segment, we compete primarily against Intel Corporation (Intel) and Nvidia Corporation (Nvidia) with our CPU, GPU DPU and AI NIC server products.