COMPANIES · AI CHIPS & NETWORKING
Intel Corporation
In the AI Economy Index: Major, 2.15% (as of 2 October 2026)
Designs and manufactures CPUs and is building out AI accelerator products (Gaudi) and foundry services for external customers.
Designs and manufactures CPUs and is building out AI accelerator products (Gaudi) and foundry services for external customers.
It is both a potential NVIDIA competitor in AI accelerators and, after NVIDIA's 2025 investment, a co-development partner, illustrating how rivalry and partnership coexist in the AI chip industry.
Sells processors and chips, and increasingly sells contract chip-manufacturing (foundry) services to other companies.
United States
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (23)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (18)
Source: 2026-09-07 · reviewed 2026-09-20
Evidence: Primary-source statement · High-NA EUV confirmed in high-volume production for a named Intel product line
Limits: The Intel/ASML source supports the broad High-NA EUV development/production claim and the one-million-wafer figure, but that figure includes testing and R&D wafers, not solely production wafers, and production coverage is for select layers of a subset of Panther Lake processors -- not full-chip production at scale across the whole product line.
Intel Foundry and ASML Accelerate Industry Readiness for High-NA EUV ↗Source: 2026-07-27 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Certification and roadmap collaboration; Intel 14A is not yet in high-volume production, and no dollar figures are disclosed.
Synopsys and Intel Foundry Fast-Track Customer Readiness from Silicon to Systems on Intel 14A ↗Source: 2026-03-20 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: Award recognition only; the release does not specify what UMC supplies to Intel, volumes, or contract value.
UMC Earns Intel's 2026 EPIC Supplier Award ↗Source: 2026-03-19 · reviewed 2026-09-20
Evidence: Primary-source statement · Active, currently recognized supplier relationship
Limits: Confirms an active, recognized supply relationship; does not disclose contract value, equipment volumes, or which specific Intel fabs or nodes are involved.
Applied Materials Receives Intel EPIC Supplier Award ↗Source: 2026-03-19 · reviewed 2026-09-27
Evidence: Primary-source statement · Active, currently recognized supplier relationship
Limits: Confirms an active, recognized supply relationship; does not disclose contract value, equipment volumes, or which specific Intel fabs or nodes are involved.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-27
Evidence: Primary-source statement · Active, currently recognized supplier relationship
Limits: Confirms an active, recognized supply relationship focused on sustainability performance; does not disclose contract value, equipment volumes, or which specific Intel fabs or nodes are involved.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which products, order volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which products, order volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which products, order volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which products, order volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which products, order volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which services, volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-03-19 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: An award establishes a supplier relationship with Intel; it does not establish which tools, order volumes, revenue share, exclusivity or how long the relationship continues.
Intel Announces 2026 EPIC Supplier Award Recipients ↗Source: 2026-02-24 · reviewed 2026-09-27
Evidence: Primary-source statement · Announced February 2026 (planned collaboration; not confirmed operating)
Limits: Describes a product/technical collaboration announced by both companies; does not disclose revenue terms or imply exclusivity beyond the stated joint architecture.
SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+ ↗Source: 2025-10-01 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: Does not establish license terms, fees paid, exclusivity, or any Intel ownership stake in PDF Solutions.
PDF Solutions Announces Next Generation of its Exensio AI/ML Solution ↗Source: 2025-10-01 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: Quoted customer statement in a vendor release; does not establish contract value, scope of deployment across Intel fabs, or duration.
PDF Solutions Announces Next Generation of its Exensio AI/ML Solution ↗Source: 2025-04-29 · reviewed 2026-09-20
Evidence: Primary-source statement · Active, production-ready tool/IP qualification announced jointly by both companies
Limits: Confirms tool and IP qualification and alliance membership; does not disclose the volume or value of chips actually designed using these flows.
Synopsys and Intel Foundry Propel Angstrom-Scale Chip Designs on Intel 18A and Intel 18A-P Technologies ↗Source: 2022-08-26 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating in fiscal 2021; current status not confirmed
Limits: Historical concentration figure for fiscal 2021 only; does not establish that Intel is a current customer or what was bought.
Aehr Test Systems Form 10-K for fiscal year ended May 31, 2022 ↗Dated or announced (3)
Source: 2026-02-24 · reviewed 2026-09-27
Evidence: Primary-source statement · Announced
Limits: The size of Intel Capital's participation and its resulting stake were not disclosed. Intel's separate strategic investment was announced as a plan, and no completion has been disclosed as of 27 September 2026; Intel's Q2 2026 earnings release mentions only joint rack-scale infrastructure demonstrations.
SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+ ↗Source: 2025-09-18 · reviewed 2026-09-17
Evidence: Primary-source statement · Investment and partnership announced
Limits: Announced as a stock purchase plus product roadmap; secondary reporting (CNBC, Dec 29 2025) said the stake purchase had closed, but neither company's own release in this record confirms a completion date.
NVIDIA and Intel to develop AI infrastructure and personal computing products ↗Source: 2024-01-25 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a development program; does not establish production volumes, named end customers, revenue split, or that production has started.
Intel and UMC Announce New Foundry Collaboration ↗Comparisons (2)
Source: 2025-10-27 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Reflects an analyst's market-positioning assessment, not a statement by either company; Intel's Crescent Island was not yet shipping as of the source date.
Qualcomm's AI Chip Push Targets Data Centers ↗Source: Source undated · reviewed 2026-09-17
Evidence: Analytical comparison · Product comparison
Limits: Analyst/product classification; Intel and NVIDIA are simultaneously investment and product-development partners (see R057).
Intel Gaudi AI accelerator products ↗Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.43, released .