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SEC filings · customer concentration · INTC

Intel's major customers

Dell Technologies accounted for 19% of Intel's revenue in FY 2025, about the same as 19% a year earlier.

3major customers now
43%of revenue from them
0listed suppliers depending on it
2012–2026years covered
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Major customers of Intel

Customers that Intel named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Dell TechnologiesDELL19%from 19%FY 2012: 14%FY 2013: 15%FY 2014: 16%FY 2015: 15%FY 2016: 15%FY 2017: 16%FY 2018: 16%FY 2019: 17%FY 2020: 17%FY 2021: 21%FY 2022: 19%FY 2023: 19%FY 2024: 19%FY 2025: 19%14 yearsFY 2025 · filed 23 Jan 2026
Lenovo Group12%from 14%FY 2012: 11%FY 2013: 12%FY 2014: 12%FY 2015: 13%FY 2016: 13%FY 2017: 13%FY 2018: 12%FY 2019: 13%FY 2020: 12%FY 2021: 12%FY 2022: 12%FY 2023: 11%FY 2024: 14%FY 2025: 12%14 yearsFY 2025 · filed 23 Jan 2026
HPHPQ12%from 12%FY 2016: 10%FY 2017: 11%FY 2018: 11%FY 2019: 11%FY 2020: 10%FY 2021: 10%FY 2022: 11%FY 2023: 10%FY 2024: 12%FY 2025: 12%10 yearsFY 2025 · filed 23 Jan 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Hewlett-Packard10%last FY 2016FY 2012: 18%FY 2013: 17%FY 2014: 18%FY 2015: 18%FY 2016: 10%5 yearsFY 2016 · filed 16 Feb 2018

Suppliers that depend on Intel

Listed companies whose annual report names Intel as a customer worth 10% or more of their revenue. If Intel cuts orders or switches supplier, these are the companies that feel it.

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
FormfactorFORM15%last FY 2024FY 2013: 18%FY 2014: 20%FY 2015: 20%FY 2016: 30%FY 2017: 26%FY 2018: 19%FY 2019: 25%FY 2020: 32%FY 2021: 20%FY 2022: 19%FY 2023: 17%FY 2024: 15%12 yearsFY 2024 · filed 20 Feb 2026
Micron TechnologyMU14%last FY 2016FY 2012: 12%FY 2013: 10%FY 2016: 14%3 yearsFY 2016 · filed 15 Oct 2018
Bloom EnergyBE12%last FY 2016FY 2016: 12%1 yearFY 2016 · filed 22 Mar 2019
CohuCOHU11%last FY 2019FY 2017: 11%FY 2018: 11%FY 2019: 11%3 yearsFY 2019 · filed 18 Feb 2022
AdeiaADEA11%last FY 2019FY 2019: 11%1 yearFY 2019 · filed 24 Feb 2022
Applied MaterialsAMAT10%last FY 2022FY 2016: 11%FY 2018: 11%FY 2019: 12%FY 2022: 10%4 yearsFY 2022 · filed 13 Dec 2024
Onto InnovationONTO10%last FY 2018FY 2014: 13%FY 2016: 10%FY 2017: 10%FY 2018: 10%4 yearsFY 2018 · filed 25 Feb 2019
Silicon Motion TechnologySIMO10%last FY 2021FY 2017: 10%FY 2018: 13%FY 2019: 16%FY 2021: 10%4 yearsFY 2021 · filed 30 Apr 2024

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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