---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000814345.md"
description: "$Intel(INTC.US) says they won't ramp Capex unless they were confident in customer commitments. Since they're raising Capex &#34;significantly&#34; next year, that means they're confident in those 10 long term customers.Source: Gene Munster"
datetime: "2026-07-24T01:51:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000814345.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000814345.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000814345.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $Intel(INTC.US) says they won't ramp Capex unless …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**