Who are Intel’s competitors?

“Competition DCAI competitors include AMD, which utilizes the x86 architecture and competes with us across the full spectrum of CPUs, GPUs, accelerators and other products; providers of GPU systems such as NVIDIA, whose GPU systems have experienced the highest demand in the market as AI workloads have become the dominant source of compute demand; companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft; and both new entrants and incumbents developing ARM- and RISC-V-based products tailored to specific data center and AI workloads.”

Names Alphabet, Amazon, AMD, Meta, Microsoft, NVIDIA · 10-K · filed Jan 23, 2026

“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.”

Names Apple, Qualcomm · 10-K · filed Jan 23, 2026

“Our competitors include companies offering platform products, such as AMD and Qualcomm; accelerator products such as GPUs, including those offered by NVIDIA and AMD; other accelerator products such as ASICs, application-specific standard products and FPGAs; memory and storage products; connectivity and networking products; and other semiconductor products.”

Names NVIDIA, Qualcomm · 10-K · filed Jan 23, 2026

“Competition CCG's primary competitor is AMD, which like us designs processors based on the x86 architecture.”

Names AMD · 10-K · filed Jan 23, 2026

“For example, in 2020, Apple introduced PC products utilizing its own internally developed ARM-based semiconductor designs in place of our client CPUs, and we face increasing competition from Apple's products and ecosystem.”

Names Apple · 10-K · filed Jan 23, 2026

“We also compete with Broadcom in the custom ASICs development market.”

Names Broadcom · 10-K · filed Jan 23, 2026

“Our primary competitor in leading-edge semiconductor process technology is TSMC, which holds a leading position in manufacturing at scale for the most advanced nodes.”

Names TSMC · 10-K · filed Jan 23, 2026

“In recent years, however, we have also strategically utilized third-party foundry manufacturing capacity, including at one of our key foundry competitors, TSMC, for various tiles or an entire product where advantageous for cost, performance, schedule or other considerations.”

Names TSMC · 10-K · filed Jan 23, 2026

“Other Intel Foundry competitors include GlobalFoundries, UMC and SMIC, which primarily focus on mature process technologies.”

Names GlobalFoundries · 10-K · filed Jan 23, 2026