Who supplies Intel, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Intel files 8-Ks, announces contracts, or beats guidance.
20 companies with a disclosed relationship to Intel
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Semicap Equipment (6) | ||||||||||
| ONTO | Inspection and metrology | supplier | - | - | - | - | - | 53 | 20% exp79 | |
| AMAT | Process equipment | supplier | - | - | - | - | - | 40 | 20% exp79 | |
| LRCX | Etch and deposition | supplier | - | - | - | - | - | 13 | 15% exp77 | |
| ASML | High-NA EUV lithography | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| KLAC | Process control | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| TER | Test equipment | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Cloud & Neocloud (3) | ||||||||||
| MSFT | Azure CPU capacity | customer | - | - | - | - | - | 14 | 15% exp77 | |
| AMZN | AWS CPU capacity | customer | - | - | - | - | - | 3 | 15% exp77 | |
| GOOGL | Cloud CPU capacity | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Design Software (2) | ||||||||||
| CDNS | Design software and IP | supplier | - | - | - | - | - | 49 | 20% exp79 | |
| SNPS | Design software and IP | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| Servers & ODM (2) | ||||||||||
| HPE | Server platforms | customer | - | - | - | - | - | 23 | 32% exp85 | |
| DELL | Client and server platforms | customer | - | - | - | - | - | 4 | 32% exp85 | |
| Memory & Storage (1) | ||||||||||
| MU | Platform memory | supplier | - | - | - | - | - | 155 | 20% exp79 | |
| Foundry (1) | ||||||||||
| TSM | Foundry rival and outsourced tile supplier | competitor | - | - | - | - | - | 11 | 15% exp77 | |
| Packaging (1) | ||||||||||
| AMKR | Assembly and test | supplier | - | - | - | - | - | 3 | 25% exp82 | |
| Materials (1) | ||||||||||
| ENTG | Materials and filtration | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Partners (1) | ||||||||||
| NVDA | x86 pairing and equity investment | partner | - | - | - | - | - | 2 | 15% exp77 | |
| Competitor (2) | ||||||||||
| AMD | CPUs and accelerators | competitor | - | - | - | - | - | 123 | 20% exp79 | |
| ARM | Competing CPU architecture | competitor | - | - | - | - | - | 3 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.