CPU · Data center · Foundry

Intel

The longtime leader in PC and server CPUs, now rebuilding a foundry (Intel Foundry). First in the industry to adopt ASML's High-NA EUV for its leading-edge nodes (18A, 14A). At the same time it outsources some chip tiles to TSMC, so it is also a foundry customer.

INTC Updated 2026-06-20

Money in ▸Dell●Lenovo●HP◐Microsoft◐Alphabet (Google)◐

IntelClient Computing, Data Center & AI, Intel Foundry

▸ Money outTSMC●ASML●

Financials & Segments

Total revenue · Client Computing, Data Center & AI, Intel Foundry (three segments)
Customer concentration · Dell and Lenovo are each 10%+ customers (10-K). Winning external foundry customers is the key question.
Segments · Client Computing · Data Center & AI · Intel Foundry

Revenue from

Dell High confidence
One of the largest PC/server CPU customers (10%+ in the 10-K).
Confirms EN SEC EDGAR Published Jan 23, 2026: "Intel 10-K: Dell is a 10%+ revenue customer."
Lenovo High confidence
Major PC CPU customer (10%+ in the 10-K).
Confirms EN SEC EDGAR Published Jan 23, 2026: "Intel 10-K: Lenovo is a 10%+ revenue customer."
HP Medium confidence
Major PC CPU OEM customer.
Mentions EN SEC EDGAR Published Jan 23, 2026: "Intel 10-K: one of the major OEM customers."
Microsoft Medium confidence
Supplies Xeon CPUs for Azure servers; the ND MI300X v5 VM uses 4th-gen Xeon as host.
Confirms EN AMD Investor Relations Published May 21, 2024: "The ND MI300X v5 uses "two 4th Gen Intel Xeon Scalable processors" as host CPUs."
Alphabet (Google) Medium confidence
Won foundry orders for part of Google’s next-gen TPU volume (alternative to TSMC).
Confirms KO Herald Economy Published Jun 10, 2026: "Intel Foundry won Google AI-chip (TPU) orders."

Pays to

TSMC High confidence
Outsources some chip tiles (e.g. compute) to TSMC; a foundry customer alongside running its own foundry.
Confirms EN SEC EDGAR Published Jan 23, 2026: "Intel 10-K: incorporates external foundries into its products."
ASML High confidence
Key supplier of EUV and High-NA EUV for leading-edge nodes (18A, 14A). Intel was first in the industry to adopt High-NA.
Confirms KO Korea Economic Daily Published Apr 23, 2026: "Intel, Samsung, SK, Micron and TSMC have all ordered ASML's High-NA EUV."
Mentions EN SEC EDGAR Published Jan 23, 2026: "Intel 10-K: substantial investment in EUV lithography nodes such as Intel 18A and 14A."
Confirms KO ETNews Published Oct 16, 2024: "Intel was the first to adopt ASML's High-NA EUV (for 18A and 14A)."

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