IntelINTC
Intel's fab expansion is a direct order book for the chip-equipment makers — while it also outsources some leading-edge tiles to TSMC.
Where the cash goes~$41B / yr · FY2025
Capex$25B
R&D$16B
Money flows left → right · hover a node · click to open the stock.EquipmentFoundry
Most exposed to INTC's spend
- ASMLASMLCurated
EUV and DUV lithography for Intel's new nodes.
Equipment - Applied MaterialsAMATCurated
Materials-engineering process tools.
Equipment - Lam ResearchLRCXCurated
Etch and deposition equipment.
Equipment - KLAKLACCurated
Process control and inspection.
Equipment - TSMCTSMFiling
Outsources some leading-edge compute tiles to TSMC.
Foundry
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.