Intel — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
Featured in supply-chain maps: AI Data-Center Compute & Interconnect · Semiconductor Foundries & Advanced Packaging
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
“Vector Core Compute (VC2) unveiled a disaggregated agentic cloud combining Intel® Xeon® processors, SambaNova RDUs and NVIDIA Blackwell GPUs”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“Intel expanded its purpose-built silicon business beyond networking and IPUs through a strategic collaboration with Fortinet to develop Fortinet Security Processor 6 using Intel's advanced design, packaging and manufacturing capabilities.”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“Primary source of supply Primary source of supply Status Stable Stable Stable Stable Stable Stable Stable Stable Stable Stable INTEL NVIDIA AMD HP-SINGAPO SK Hynix WT MICROELECTRONICS CO., LTD WORLD PEACE INDUSTRIAL CO., LTD Supreme Electronics Co., Ltd. Promate Electronic Co., Ltd. Weikeng Industrial Co., Ltd.”— Gigabyte Technology Annual report, filed 2026-06-09 TWSE (English translation of the Chinese original) · View source filing ↗
“Consumer systems (laptops, 2‑in‑1s, and Mini PCs) are primarily designed on Intel Panther Lake, Lunar Lake, Arrow Lake, Raptor Lake Refresh, Twin Lake, AMD Ryzen AI series, and ARM‑based CPU platforms, and support next‑generation operating systems.”— Pegatron Annual report, filed 2026-05-28 TWSE (English translation of the Chinese original) · View source filing ↗
“Intel Xeon 6 was selected as the host CPU for NVIDIA’s DGX Rubin NVL8 systems, reinforcing Intel’s continued role at the center of leading AI infrastructure deployments.”— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗
“We provide semiconductor wafer manufacturing services to Altera, a related party, in accordance with a wafer manufacturing and sale agreement.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
Suppliers (companies that supply it)
“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“Some of our most advanced current and future products are or will be either exclusively manufactured by TSMC or reliant upon critical components, including various compute die, manufactured by TSMC.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“IP revenue grew more than 40% year-over-year, driven by strong demand for Cadence’s Star IP portfolio, highlighted by a significant agreement with Intel and additional wins with leading semiconductor companies”— CDNS 8-K, filed 2026-07-27 EDGAR · View source filing ↗
“Received a 2026 Intel EPIC Supplier Award for Excellence in Technology Development.”— AMAT 8-K, filed 2026-05-14 EDGAR · View source filing ↗
“Our primary customers, in terms of our sales revenues, include premier integrated device manufacturers, such as Texas Instruments and Intel, plus leading fabless design companies, such as MediaTek, Realtek and Novatek.”— UMC 20-F, filed 2026-04-30 EDGAR · View source filing ↗
“主な相手先別の販売実績及び当該販売実績の総販売実績に対する割合は、次のとおりです。 … Intel Corp. 76,709 20.8 75,319 18.1”— Ibiden Co., Ltd. Annual securities report, filed 2026-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗
“The following customers represented 10% or more of our quarterly revenues for the quarters indicated: … Intel Corporation * * 12.4 % 12.0 % * 17.1 % 16.7 % 15.7 %”— FORM 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“our total solutions strategy is gaining traction, and we are seeing increasing BOM content on new platforms such as Intel’s Panther Lake”— AOSL 8-K, filed 2026-02-05 EDGAR · View source filing ↗
“2025 waren unsere drei größten Kunden, in alphabetischer Reihenfolge, Intel Corporation, Samsung Electronics und Taiwan Semiconductor Manufacturing Company (TSMC).”— Siltronic AG Annual report (Geschäftsbericht), filed 2025-12-31 (German statutory annual report; quote in the original German) · View source filing ↗“In 2025, our three largest customers were (in alphabetical order) Intel Corporation, Samsung Electronics and Taiwan Semiconductor Manufacturing Company (TSMC).”— Siltronic Annual Report 2025 (company's own English edition) · View source filing ↗(Official English translation published by the company; the German original prevails)
“当連結会計年度及び前連結会計年度における主な相手先別の販売実績及び当該販売実績の総販売実績に対する 割合は次のとおりであります。 … Intel Corporation”— Lasertec Corporation Annual securities report, filed 2025-06-30 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗
“Our customers are primarily leading multinational chip manufacturers, foundries, assembly subcontractors and electronics and industrial companies and include Amkor, ASE, Foxconn, Infineon, InnoLight, Intel, LG Innotek, Micron, Nvidia, NXP, STMicroelectronics, Texas Instruments and TSMC.”— BE Semiconductor Industries N.V. Annual report (ESEF), filed 2024-12-31 ESEF · View source filing ↗
Partners & collaborations
“Intel and Google announced a multiyear collaboration for continued deployment of Intel ® Xeon ® processors across Google’s workload-optimized instances, including the latest Intel ® Xeon ® 6 processors powering C4 and N4 instances. … The collaboration also includes co-development of custom ASIC infrastructure processing units (IPUs) designed to improve utilization, reduce complexity, and scale AI workloads more efficiently.”— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗
“Intel announced strategic collaborations with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to co-develop industry-specific AI and compute solutions powered by Intel processors and purpose-built silicon.”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“Intel announced strategic collaborations with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to co-develop industry-specific AI and compute solutions powered by Intel processors and purpose-built silicon.”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“Intel announced strategic collaborations with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to co-develop industry-specific AI and compute solutions powered by Intel processors and purpose-built silicon.”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“Intel announced strategic collaborations with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to co-develop industry-specific AI and compute solutions powered by Intel processors and purpose-built silicon.”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“Intel announced strategic collaborations with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to co-develop industry-specific AI and compute solutions powered by Intel processors and purpose-built silicon.”— INTC 8-K, filed 2026-07-23 EDGAR · View source filing ↗
“In January 2024, we entered into a collaboration with Intel Corporation to jointly develop a new 12nm semiconductor process platform that combines Intel’s at-scale U.S. manufacturing capacity and our extensive foundry experience on mature nodes, with U.S.-based 12nm production expected to begin in 2027.”— UMC 20-F, filed 2026-04-30 EDGAR · View source filing ↗
“Announced a collaboration with Intel to jointly develop multiple generations of custom data center and PC products with NVIDIA NVLink.”— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗
“GIGABYTE has formed strategic partnerships with major suppliers such as Intel, AMD, and NVIDIA”— Gigabyte Technology Annual report, filed 2026-06-09 TWSE (English translation of the Chinese original) · View source filing ↗
“The Company continues to deepen cooperation with AMD, Intel, and NVIDIA”— Chenbro Micom Annual report, filed 2026-05-29 TWSE (English translation of the Chinese original) · View source filing ↗
“Through strategic alliances with UMC, Samsung, Intel, and our newly formalized partnership with GlobalFoundries”— Faraday Technology Annual report, filed 2026-05-25 TWSE (English translation of the Chinese original) · View source filing ↗
“Intel and SambaNova announced the blueprint for a heterogeneous hardware solution, addressing performance, efficiency, and software compatibility challenges facing enterprises and cloud providers.”— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗
“Intel joined the Terafab project as a strategic partner alongside SpaceX, xAI, and Tesla.”— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗
“Intel joined the Terafab project as a strategic partner alongside SpaceX, xAI, and Tesla.”— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗
“Intel joined the Terafab project as a strategic partner alongside SpaceX, xAI, and Tesla.”— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗
“Intel and Cisco announced a collaboration on an integrated platform for distributed AI workloads.”— INTC 8-K, filed 2026-01-22 EDGAR · View source filing ↗
“Intel Foundry and ASML have demonstrated technical viability of the most advanced lithography scanner available in delivering improved accuracy and productivity that positions High Numerical Aperture (High NA) EUV for future high-volume manufacturing.”— INTC 8-K, filed 2026-01-22 EDGAR · View source filing ↗
“Intel advanced its relationship with Microsoft through a collaboration with Windows ML and the integration of Intel vPro® manageability with Microsoft Intune.”— INTC 8-K, filed 2025-10-23 EDGAR · View source filing ↗
Competitors
“Companies that compete directly with our businesses include, but are not limited to, … Intel Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“We also compete with the foundry operation services of some IDMs, such as Texas Instruments, Inc. (“Texas Instruments”), Samsung Electronics Co., Ltd. (“Samsung”) and, more recently, Intel.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗
“Our primary competitor in the supply of CPUs and APUs is Intel.”— AMD 10-K, filed 2026-02-04 EDGAR · View source filing ↗
“As we pursue our strategy to establish Intel Foundry as a major provider of foundry capacity to manufacture semiconductors for others, we face intense competition from well-established competitors such as TSMC, Samsung, Global Foundries, UMC and SMIC.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“We also face significant competition from companies that design processors based on the ARM architecture, such as Apple with its M series products, Qualcomm with its Snapdragon products and MediaTek with its Kompanio products.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“We also face significant competition from companies that design processors based on the ARM architecture, such as Apple with its M series products, Qualcomm with its Snapdragon products and MediaTek with its Kompanio products.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“We also face significant competition from companies that design processors based on the ARM architecture, such as Apple with its M series products, Qualcomm with its Snapdragon products and MediaTek with its Kompanio products.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“We also compete with Broadcom in the custom ASICs development market”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“As we pursue our strategy to establish Intel Foundry as a major provider of foundry capacity to manufacture semiconductors for others, we face intense competition from well-established competitors such as TSMC, Samsung, Global Foundries, UMC and SMIC.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“As we pursue our strategy to establish Intel Foundry as a major provider of foundry capacity to manufacture semiconductors for others, we face intense competition from well-established competitors such as TSMC, Samsung, Global Foundries, UMC and SMIC.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“As we pursue our strategy to establish Intel Foundry as a major provider of foundry capacity to manufacture semiconductors for others, we face intense competition from well-established competitors such as TSMC, Samsung, Global Foundries, UMC and SMIC.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
Ownership & investments
“we entered into an agreement with NVIDIA to issue and sell to NVIDIA 215 million shares of our common stock at $23.28 per share for an aggregate cash purchase price of $5.0 billion.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“SoftBank Group made a $2.0 billion investment in Intel common stock”— INTC 8-K, filed 2025-10-23 EDGAR · View source filing ↗
Filed activity
Filings by Intel itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
News Summary ▪ Second-quarter revenue was $16.1 billion, up 25% year-over-year (YoY). ▪ Second-quarter earnings (loss) per share (EPS) attributable to Intel was $(2.16); non-GAAP EPS attributable to Intel was $0.42. ▪ Forecasting third-quarter 2026 revenue of $15.8 billion to $16.8 billion; expecting third-quarter EPS attributable to Intel of $0.31 and non-GAAP EPS attributable to Intel of $0.38.Show more from the filing
SANTA CLARA, Calif., July 23, 2026 – Intel Corporation today reported second-quarter 2026 financial results. “AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network,” said Lip-Bu Tan, Intel CEO. “Our Q2 results represent our strongest revenue growth in more than fifteen years, enabled by greater speed, accountability, and customer focus.” “We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times,” said Dave Zinsner, Intel CFO.
News Summary ▪ First-quarter revenue was $13.6 billion, up 7% year-over-year (YoY). ▪ First-quarter earnings (loss) per share (EPS) attributable to Intel was $(0.73); non-GAAP EPS attributable to Intel was $0.29. ▪ Forecasting second-quarter 2026 revenue of $13.8 billion to $14.8 billion; expecting second-quarter EPS attributable to Intel o f $0.08 and non-GAAP EPS attributable to Intel of $0.20.Show more from the filing
SANTA CLARA, Calif., April 23, 2026 – Intel Corporation today reported first-quarter 2026 financial results. “The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings,” said Lip-Bu Tan, Intel CEO. “With a solid foundation in place, we are addressing this opportunity by listening to our customers and driving their success with our technical expertise and differentiated IP.
News Summary ▪ Fourth-quarter revenue was $13.7 billion, down 4% year-over-year (YoY). Full-year revenue was $52.9 billion, flat YoY. YoY comparisons have not been adjusted for the deconsolidation of Altera in the third quarter of 2025. ▪ Fourth-quarter earnings (loss) per share (EPS) attributable to Intel was $(0.12); non-GAAP EPS attributable to Intel was $0.15.Show more from the filing
Full-year EPS attributable to Intel was $(0.06); non-GAAP EPS attributable to Intel was $0.42. ▪ Forecasting first-quarter 2026 revenue of $11.7 billion to $12.7 billion; expecting first-quarter EPS attributable to Intel of $(0.21) and non-GAAP EPS attributable to Intel of $0.00. SANTA CLARA, Calif., January 22, 2026 – Intel Corporation today reported fourth-quarter and full-year 2025 financial results. “Our conviction in the essential role of CPUs in the AI era continues to grow,” said Lip-Bu Tan, Intel CEO. “We delivered a solid finish to the year and made progress on our journey to build a new Intel.
News Summary ▪ Third-quarter revenue was $13.7 billion, up 3% year-over-year (YoY). ▪ Third-quarter earnings (loss) per share (EPS) attributable to Intel was $0.90; non-GAAP EPS attributable to Intel was $0.23. ▪ Forecasting fourth-quarter 2025 revenue of $12.8 billion to $13.8 billion ;Show more from the filing
expecting fourth-quarter EPS attributable to Intel of $(0.14) and non-GAAP EPS attributable to Intel of $0.08 . Intel's guidance excludes Altera, following the sale of a majority ownership interest completed in the third quarter of 2025. SANTA CLARA, Calif., October 23, 2025 – Intel Corporation today reported third-quarter 2025 financial results. “Our Q3 results reflect improved execution and steady progress against our strategic priorities,” said Lip-Bu Tan, Intel CEO. "AI is accelerating demand for compute and creating attractive opportunities across our portfolio, including our core x86 platforms, new efforts in purpose-built ASICs and accelerators, and foundry services.
News Summary ▪ Second-quarter revenue was $12.9 billion, flat year-over-year (YoY). ▪ Second-quarter earnings (loss) per share (EPS) attributable to Intel was $(0.67); non-GAAP EPS attributable to Intel was $(0.10). ▪ $(0.45) impact to GAAP EPS attributable to Intel from $1.9 billion of restructuring charges;Show more from the filing
$(0.23) and $(0.20) impact to GAAP and non-GAAP EPS attributable to Intel, respectively, from $ 800 million of impairment charges and $ 200 million in one-time period costs. ▪ Forecasting third-quarter 2025 revenue of $12.6 billion to $13.6 billion; expecting third-quarter EPS attributable to Intel of $(0.24) and non-GAAP EPS attributable to Intel of $0.00. ▪ Taking actions to drive improved execution and efficiency; continue to target $17 billion of non-GAAP 1 operating expenses in 2025 and $16 billion in 2026; $18 billion in gross capital expenditures for 2025. SANTA CLARA, Calif., July 24, 2025 – Intel Corporation today reported second-quarter 2025 financial results. “Our operating performance demonstrates the initial progress we are making to improve our execution and drive greater efficiency,” said Lip-Bu Tan, Intel CEO.