Intel Corporation
HQ US63% share
Dominant x86 server CPU maker (Xeon Scalable); owns its own fabs (IDM model); also makes Gaudi AI accelerators; losing server CPU share to AMD EPYC; transitioning to hybrid IDM+foundry model
manufactured · input
Server CPU (x86 Xeon/EPYC)
Intel Xeon Scalable and AMD EPYC server processors; Intel ~60-65%, AMD ~35% in 2024; Intel IDM + some TSMC; AMD exclusively TSMC N5/N3; each server uses 1-2 CPUs
5
Source countries
3
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on server cpu (x86 xeon/epyc) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| TWTaiwan | 45% |
| USUnited States | 30% |
| IEIreland | 15% |
| ILIsrael | 5% |
| MYMalaysia | 5% |
Who makes it
Supplier companies
3 companies produce server cpu (x86 xeon/epyc).
Advanced Micro Devices (AMD)
HQ US35% share
Rapidly gaining server CPU share with EPYC series (Milan/Genoa/Turin); fabless — manufactured by TSMC; also makes Instinct AI GPUs (MI300X); ~35% server CPU market share in 2024
Ampere Computing
HQ US2% share
ARM-based server CPU designer; founded 2017 by Renée James (former Intel President); Altra and AmpereOne processors used by Microsoft Azure, Google Cloud, Oracle Cloud; not yet profitable but growing rapidly as hyperscalers seek x86 alternatives.