INTC · News · 20260909N

Competition and Market Share

INTEL CORP · 2026-09-09 · Importance 42 · Surprise 64

AMD reaffirmed Taiwan Semiconductor Manufacturing Co. (TSMC) as its primary wafer supplier, limiting near-term evidence that Intel Foundry will win AMD advanced-node manufacturing business. AMD said it would evaluate other advanced technologies while maintaining its TSMC co-development relationship. AMD’s Data Center segment revenue increased 107% year over year in the second quarter of 2026, indicating strong AI-product demand and intensifying competition for Intel in data-center processors and accelerators.

Key facts

• Intel shares have surged over 300% in the past year. source
• Fortune 45 LLC acquired 5,098 shares of Intel stock, valued at approximately $712,000, during the second quarter. source
• FirstWave Capital Management LLC purchased 12,950 shares of Intel stock valued at approximately $1,808,000. source
• Intel's stock sits nearly 20% off its peak. source
• Intel makes up 0.3% of Fortune 45 LLC's holdings (as stated in the firm's filing). source
• Intel extended its rally by approximately 1.6% to $106.075. source
• Intel closed the most recent trading day at $106.23, moving +1.68% from the previous trading session. source