Intel

Intel designs and makes x86 processors and runs Intel Foundry, which makes chips for other companies. NVIDIA holds a stake in it.

INTCSanta Clara, California, United StatesChip designers; also fabs, memory & packaging

Exposure ≈$4.1B: $4.1B funded, $0 committed, $0 contingent (a maximum, not an expected loss).

Supplies

SK hynix buys from Intel · $9B
SK hynix acquired Intel's NAND business in 2021 for $9 billion, which led to the creation of Solidigm. Intel is the seller of that business.
reported · 2021 · acquisition of Intel's NAND business · Wikipedia

ASML supplies Intel
Intel, TSMC and Samsung are ASML's three largest customers for lithography machines.
reported · 2012 · Wikipedia
Ibiden supplies Intel
Intel is one of Ibiden's main customers for package substrates.
reported · 2024 · Wikipedia

NVIDIA invests in Intel · $5B
Nvidia announced in September 2025 a $5 billion investment in Intel, for a holding of about 4% once new shares are issued.
announced · Sep 18, 2025 · about 4% holding · Wikipedia
Invests in ASML · $4.1B
Intel paid $4.1 billion for a 15 percent stake in ASML in July 2012 to help fund EUV development.
reported · Jul 2012 · for a 15 percent stake · Wikipedia
SoftBank Group invests in Intel
SoftBank paid $23 per share for Intel shares in August 2025, the week before the US government purchase, as reported by Wikipedia.
reported · 2025 · Wikipedia