Intel to Decide on Production by Early 2021: CEO

The transcript discusses Intel's strategic decisions regarding production and outsourcing, highlighting the importance of maintaining a predictable product cadence for customers. It addresses the potential impact of outsourcing on Intel's competitive advantage and shareholder value. The discussion also covers the growing demand for PCs, driven by COVID-19, and Intel's approach to meeting this demand while balancing customer and shareholder interests.

What is the core issue discussed regarding Intel's foundry capacity?

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How does Intel plan to address the uncertainty with customers?

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What is meant by 'disaggregated design' in the context of Intel's strategy?

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How does Intel view the relationship between design and manufacturing?

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What factors will Intel consider when deciding on production capacity?

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What is Intel's perspective on gross margins compared to operating income?

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What role does Intel believe PCs will play in the future?

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