Intel Corporation (INTC) Competitors & Peers
The 5 companies closest to Intel Corporation on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Supplier | $217.55 | P/E 33.3RSI 58Cap 5.27 T |
| TSM | Competitor | $418.47 | P/E 36.6RSI 52Cap 2.17 T |
| AVGO | Peer | $422.40 | P/E 71.5RSI 62Cap 2.01 T |
| MU | Supplier | $861.00 | P/E 19.8RSI 46Cap 972.4 B |
| AMD | Competitor | $469.56 | P/E 123.6RSI 45Cap 766.5 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- AVTSupplier
Avnet serves as an authorized global distributor of Intel's processors, memory, and semiconductor solutions, supporting customer designs across server, desktop, and embedded markets.
Confirmed — SEC filing / public disclosuresec.gov ↗ - COHUSupplier
Own 10-K customer-concentration disclosure: Intel = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - MUSupplier
Own 10-Q customer-concentration disclosure: Intel = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - BESupplier
Own 10-K customer-concentration disclosure: IntelCorporation = 12% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - ADEASupplier
Own 10-K customer-concentration disclosure: IntelCorporation = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- FORMCustomer
FormFactor supplies logic probe cards for Intel processor tests.
Model-inferred, unverified — treat as a lead, not evidence - MBLYPartner
Intel is majority owner of Mobileye.
Model-inferred, unverified — treat as a lead, not evidence - ASMLSupplier
ASML High-NA EUV (EXE:5200) launched at Intel — first customer.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
NVIDIA $5B equity investment in Intel + co-design partnership announced Sep 2025.
Model-inferred, unverified — treat as a lead, not evidence - TSEMPartner
Intel provides manufacturing capacity for Tower's analog chips in Oregon.
Model-inferred, unverified — treat as a lead, not evidence - ASMLCustomer
Intel is a major customer for ASML's lithography tools and was the launch customer for ASML's first commercial High-NA EUV system (TWINSCAN EXE:5000/EXE:5200).
Model-inferred, unverified — treat as a lead, not evidence - CDNSPartner
Intel is a major EDA customer of Cadence and a foundry partner, collaborating to enable Cadence's custom design and verification tools on Intel 18A and IFS processes.
Model-inferred, unverified — treat as a lead, not evidence - SNPSPartner
Intel is a major EDA customer of Synopsys and an IFS (Intel Foundry Services) partner, utilizing Synopsys IP and tools for design enablement on Intel 18A and advanced nodes.
Model-inferred, unverified — treat as a lead, not evidence - TSMCompetitor
TSMC + Intel Foundry compete in advanced nodes.
Model-inferred, unverified — treat as a lead, not evidence - NVDAPartner
NVIDIA + Intel announced $5B equity investment + co-design partnership (Sep 2025).
Model-inferred, unverified — treat as a lead, not evidence - ARMCompetitor
Competes in microarchitecture standards, pitting Arm designs against Intel's proprietary x86 instruction sets.
Model-inferred, unverified — treat as a lead, not evidence - TSMManufacturer
Intel outsources core compute tile manufacturing for its Arrow Lake and Lunar Lake client processors to TSMC.
Model-inferred, unverified — treat as a lead, not evidence - KLACSupplier
KLA supplies process control to Intel.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
Intel uses TSMC N3 for Lunar Lake compute tiles + select disaggregated dies.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
Amazon (AWS) is announced Intel 18A foundry customer for fabric chip.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Microsoft is announced Intel 18A foundry customer.
Model-inferred, unverified — treat as a lead, not evidence - HPESupplier
HPE ProLiant + Cray use Intel Xeon.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
Amazon announced as Intel 18A foundry customer for fabric chip.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Dell PowerEdge + Latitude + OptiPlex use Intel.
Model-inferred, unverified — treat as a lead, not evidence - HPESupplier
HPE ProLiant uses Intel Xeon.
Model-inferred, unverified — treat as a lead, not evidence - NVDACompetitor
NVIDIA + Intel Gaudi compete in AI accelerators; recent partnership doesn't end competition.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Intel Xeon + Core powers Dell PowerEdge + commercial PC platforms.
Model-inferred, unverified — treat as a lead, not evidence - HPQSupplier
Intel Core processors power majority of HP PC line.
Model-inferred, unverified — treat as a lead, not evidence - AMATSupplier
AMAT supplies process equipment to Intel Foundry + memory.
Model-inferred, unverified — treat as a lead, not evidence - LRCXSupplier
Lam supplies etch + deposition to Intel.
Model-inferred, unverified — treat as a lead, not evidence - 8035.TSupplier
TEL tools to Intel.
Model-inferred, unverified — treat as a lead, not evidence - AIQUYSupplier
Air Liquide supplies electronics gases to Intel.
Model-inferred, unverified — treat as a lead, not evidence - LENSupplier
Lenovo ThinkPad + Yoga + ThinkSystem use Intel processors.
Model-inferred, unverified — treat as a lead, not evidence - AAPLLicensor
Apple acquired Intel's smartphone modem business in 2019 to accelerate its own in-house modem design, retaining license to Intel intellectual property.
Model-inferred, unverified — treat as a lead, not evidence - ONTOCustomer
Intel uses Onto's optical metrology tools in advanced front-end logic junctions verification.
Model-inferred, unverified — treat as a lead, not evidence - SIFIVESupplier
Intel attempted $2B acquisition of SiFive, signaling strategic chip IP interest.
Model-inferred, unverified — treat as a lead, not evidence - GEHCPartner
GE HealthCare partners with Intel to optimize its AI-enabled image reconstruction software on Intel Xeon processors, enabling fast processing on standard CPU hardware.
Model-inferred, unverified — treat as a lead, not evidence - VECOCustomer
Intel utilizes Veeco's laser annealing systems for advanced logic junction formatting.
Model-inferred, unverified — treat as a lead, not evidence - ENTGSupplier
Entegris supplies microcontamination materials to Intel.
Model-inferred, unverified — treat as a lead, not evidence - SMCISupplier
Supermicro builds Intel Xeon server platforms.
Model-inferred, unverified — treat as a lead, not evidence - LINSupplier
Linde supplies electronics specialty gases to Intel.
Model-inferred, unverified — treat as a lead, not evidence - DDSupplier
DuPont supplies semiconductor materials to Intel fabs.
Model-inferred, unverified — treat as a lead, not evidence - FSupplier
Mobileye EyeQ used historically in some Ford ADAS programs.
Model-inferred, unverified — treat as a lead, not evidence - AMDCompetitor
AMD fiercely competes against Intel across every single consumer computing vertical, from enthusiast gaming CPUs to massive enterprise data center processors.
Model-inferred, unverified — treat as a lead, not evidence - NVDACompetitor
Intel is aggressively attempting to pivot its Gaudi AI accelerators and ARC graphics architectures to erode NVIDIA's absolute dominance in accelerated computing.
Model-inferred, unverified — treat as a lead, not evidence - AAPLSupplier
Apple uses Intel Iris cellular modems (interim before in-house).
Model-inferred, unverified — treat as a lead, not evidence