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IntelINTC

Chips & accelerators · NASDAQ · USA

$107.08
Down 5.3% todayClose

Up 206.6% this year but −16.6% since June 26, behind the AI sector at +7.5%. Intel supplies 3 mapped companies and buys from 7.

Market cap
$577B
This year
+206.6%
1 year
+204.3%
P/E
n/a
P/S
10.1
P/B
6.6

Price vs the AI sector

since Jun 26INTCAI sector, equal weight
Intel (INTC) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. INTC: −16.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8INTC −16.6%Sector +7.5% Intel (INTC) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. INTC: −16.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8INTC−16.6%Sector+7.5%

Supply chain

7 suppliers · 3 customers
SUPPLIERS →→ CUSTOMERSApplied Materials (AMAT)AMATApplied Materials−2.1%Lam Research (LRCX)LRCXLam Research−2.7%KLA (KLAC)KLACKLA−0.1%Entegris (ENTG)ENTGEntegris−2.5%Teradyne (TER)TERTeradyne−3.2%Synopsys (SNPS)SNPSSynopsys−1.0%Cadence Design Systems (CDNS)CDNSCadence Design Syst…−2.0%Dell Technologies (DELL)DELLDell Technologies−0.8%Amazon (AMZN)AMZNAmazon−2.3%Microsoft (MSFT)MSFTMicrosoft−1.3%INTCIntel

Suppliers 7

Customers 3

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About Intel

A turnaround with government money behind it. Intel still sells server and PC processors, but the case now rests on Intel Foundry and whether the 18A process makes it a credible Western manufacturing alternative. Gaudi accelerators are the smaller AI piece.

Theme exposure

FoundryAI hardwareWestern foundryServer CPUsAI accelerators (Gaudi)

Products

  • Server & PC CPUs
  • Intel Foundry (18A/14A)
  • Gaudi AI accelerators

Competitors

Risks

  • Execution risk in turnaround
  • Capital-intensive strategy

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%MicronMU−4.8%AMDAMD−3.9%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%Analog DevicesADI−1.0%

Compare INTC

Side by side with the largest companies in the same segment.

INTC vs NVDAINTC vs AVGOINTC vs MUINTC vs AMDINTC vs ARMINTC vs TXN

See where Intel sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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