mapping the chain…
Ticker
INTCINTEL CORP
Nasdaq
—
Delayed market data for orientation only — verify before relying on it.
Event exposure history (6 maps)
- semis7224 Jun 2026
Amazon to Sell Trainium AI Chips Externally, Challenging Nvidia
hurtModeratein Direct Combatants: AI Chip Vendors7d -2.2%30d -27.6%“Intel's Gaudi AI accelerator program loses a market entry window to Amazon's larger ecosystem.”
- ai7418 Jun 2026
Supermicro Secures $7B to Unlock $39B AI Server Backlog
mixedModeratein GPU & Silicon Accelerators7d -1.6%30d -28.3%“SMCI backlog includes Xeon CPU nodes; Gaudi AI accelerator integration is a smaller upside.”
- ai7216 Jun 2026
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
hurtSpeculativein AI Accelerator & Direct Compute7d +3.2%30d -24.4%“Intel Gaudi 3 AI accelerator loses another potential flagship customer validation to Cerebras.”
- semis7212 Jun 2026
Microsoft Unveils Majorana 2 Quantum Chip, Targets Commercial Viability by 2029
mixedModeratein Semiconductor Fabrication & Materials7d +7.4%30d -17.8%“Intel's silicon spin qubit research competes with Microsoft; fab services could supply quantum foundry demand.”
- semis7812 Jun 2026
AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY
hurtDirectin AMD & Direct Silicon Competitors7d +14.6%30d -6.1%“AMD EPYC share gains come directly at Intel's server CPU margin and volume expense.”
- semis8410 Jun 2026
NVIDIA unveils Vera CPU and RTX Spark, invading the PC processor market
hurtDirectin The Combatants7d +25.3%30d +2.6%“Client computing is Intel's profit core; a credible ARM rival is existential pressure.”
Educational analysis only — not financial advice.