As we noted recently, Intel’s turnaround strategy under its new CEO, Lip-Bu Tan, focuses on regaining market share through accelerated process technology advancement. In an aberrant departure from the previous norm, however, Intel plans to switch to its next-gen 14A node only if it is able to secure confirmed commitments from customers. Bank of America (BofA) thinks Intel's current strategy of ripening demand for its products before incurring significant capital expenditure (CapEx) could yield material dividends, especially in relation to liquidity needs and capital intensity, which measures the amount of investment in physical assets needed to generate a unit of […]
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