Going forward, our investment in Intel 14A will be based on confirmed customer commitments. There are no more blank checks. Every investment must make economic sense. We will build what our customers need, when they need it, and earn their trust through consistent execution.
https://newsroom.intel.com/corporate/lip-bu-tan-steps-in-the...
Yes, build fabs based on demand. Don’t spend $100 billion on capacity that’s not needed.