Who are Intel’s competitors?
Intel names 15 companies as competitors in its latest annual report, on 11 fronts. 6 companies name Intel back.
Skip to the field, head to head ↓Intel company profile
Intel's rival list grew by naming companies that design their own silicon
Intel names 15 competitors for fiscal 2025. Ten names are new since fiscal 2023, but three of those, AMD, UMC and SMIC, are old rivals listed under shorter names. The real change is who joined: Amazon, Google, Meta and Microsoft, described as "companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft".
A chip company has always had rivals that sell a similar chip. These are different. Each can decide the chip is something it makes itself. Their scale makes that credible. Amazon had revenue of $716.9 billion last year. Intel had $52.9 billion, with growth of -0% and a net margin of -1%.
Intel also says its three largest customers made up 43% of net revenue in 2025, up from 40% in 2023. When a few buyers carry that much weight, a rival who might stop buying matters as much as one who sells against you. Intel's competitive map now shows who sells the same chip and also who may no longer need one.
Where Intel says it competes
“companies that design processors based on the ARM architecture”
“companies offering platform products, such as AMD and Qualcomm”
“accelerator products such as GPUs, including those offered by NVIDIA and AMD”
“We also compete directly with Samsung in this market.”
“Our primary competitor in leading-edge semiconductor process technology is TSMC”
“CCG's primary competitor is AMD, which like us designs processors based on the x86 architecture.”
“Other Intel Foundry competitors include GlobalFoundries, UMC and SMIC, which primarily focus on mature process technologies.”
“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”
“companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft”
“We also compete with Broadcom in the custom ASICs development market.”
Who names Intel as a competitor
“Our enterprise cloud, software and hardware offerings compete directly with certain offerings from some of the largest and most competitive companies in the world, including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisco Systems, Inc., Intel Corporation, International Business Machines Corporatio…”
10-K for 2026“suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”
10-K for 2026“Our principal competitors include: Dell Technologies, Hewlett-Packard Enterprise (HPE), Intel, NetApp and Pure Storage as well as original device manufacturers (ODMs) who provide systems that are re-branded.”
10-K for 2025“TSMC, Samsung, Intel, Texas Instruments and others have commenced construction or initiated plans to develop new fabs and substantially increase their manufacturing capacity in the United States, and other competitors may seek to do likewise.”
20-F for 2025“Our current competitors include (among others): • large, well-established technology companies that generally compete in all of our markets, including Amazon, Google, IBM, Intel and Microsoft; • countries such as China, Russia, Australia, Canada, the United Kingdom and certain countries in the European Union; • less…”
10-K for 2025“In the Data Center segment, we compete primarily against Intel Corporation (Intel) and Nvidia Corporation (Nvidia with our CPU, GPU DPU and AI NIC server products.”
10-K for 2025Who joined, who left
Against its annual report for fiscal 2023, Intel’s latest list adds AMD, UMC, Amazon, Broadcom, GlobalFoundries, Google, MediaTek, Meta, Microsoft and SMIC; it no longer names Advanced Micro Devices, Semiconductor Manufacturing International and United Microelectronics.
| Company | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Apple | ● | ● | ● |
| NVIDIA | ● | ● | ● |
| Qualcomm | ● | ● | ● |
| Samsung | ● | ● | ● |
| TSMC | ● | ● | ● |
| Advanced Micro Devices | ● | ● | · |
| AMD | · | · | ● |
| Semiconductor Manufacturing International | ● | ● | · |
| UMC | · | ● | ● |
| Amazon | · | · | ● |
| Broadcom | · | · | ● |
| Global Foundries | ● | ● | · |
| GlobalFoundries | · | · | ● |
| · | · | ● | |
| MediaTek | · | · | ● |
| Meta | · | · | ● |
| Microsoft | · | · | ● |
| SMIC | · | · | ● |
| United Microelectronics | ● | · | · |
● named in that year’s annual report, for the fiscal years shown.
The field, from the filings
| Company | Fiscal year | Revenue | Growth | Net margin | Employees |
|---|---|---|---|---|---|
| Intel | 2025 | $52.9B | 0% | −1% | – |
| Amazon | 2025 | $716.9B | +12% | 11% | 1,576,000 |
| Apple | FY to Sep 2025 | $416.2B | +6% | 27% | 166,000 |
| Alphabet (Google) | 2025 | $402.8B | +15% | 33% | 190,820 |
| Microsoft | FY to Jun 2026 | $331.8B | +18% | 40% | 223,000 |
| Nvidia | FY to Jan 2026 | $215.9B | +65% | 56% | 42,000 |
| Meta | 2025 | $201.0B | +22% | 30% | 78,865 |
| IBM | 2025 | $67.5B | +8% | 16% | – |
| Oracle | FY to May 2026 | $67.4B | +17% | 25% | 141,000 |
| Broadcom | FY to Nov 2025 | $63.9B | +24% | 36% | 33,000 |
| Qualcomm | FY to Sep 2025 | $44.3B | +14% | 13% | – |
Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.
How concentrated Intel’s customers are
“For information on customers who accounted for greater than 10% of our consolidated net revenue, see "Note 3: Operating Segments" within Notes to Consolidated Financial Statements.”
“Collectively, our three largest customers accounted for 43% of our net revenue in 2025, 45% of our net revenue in 2024 and 40% of our net revenue in 2023.”
What the rivals have done lately
Decisions that shaped the field
Asked about Intel’s competitors
Who are Intel's competitors?
In its annual report for fiscal 2025, Intel names 15 competitors across 11 fronts: arm-based processor designers, platform product competitors, gpu accelerator competitors, direct competitors in market, leading-edge foundry competitor, x86 processor competitors, foundry competitors focused on mature processes, x86 cpu and gpu rival, gpu system providers, hyperscalers developing custom silicon and custom asic competitors. 10-K for fiscal 2025
Which companies name Intel as a competitor?
6 companies in our coverage name it in their own annual reports: Oracle, Nvidia, IBM, Globalfoundries, IonQ and AMD.
How does Intel compare with its rivals?
Intel reported $52.9B in revenue in its latest fiscal year, 0% on a year, with a −1% net margin. Nvidia: $215.9B, 56% net margin; Qualcomm: $44.3B, 13% net margin.
What are the alternatives to Intel?
The companies Intel itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.
How much of your revenue comes from somebody who is also trying to replace you?
Sources: Intel’s annual report for fiscal 2025 and earlier years (2023, 2024); the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.
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- SWOT builderFramework: SWOT Analysis
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