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The encyclopedia · Finance & Accounting · Financial decision · 2008–2012

Intel bought equipment options to hedge $5B of annual capex — worth $2B in revenue

Intel's capital supply chain velocity program used stochastic programming on equipment options, saving hundreds of millions and protecting $2B+ of revenue.

Intel

the move

Intel spends more than $5 billion annually on manufacturing equipment, whose supplier lead times keep growing while market demand becomes harder to forecast.

Intel developed a capital supply chain velocity program to manage ordering, shipping and installation of production equipment.

At its core is a procurement framework that buys options from suppliers for faster delivery of some equipment, blending statistical forecasting, Monte Carlo simulation and stochastic programming to decide how many options to reserve and exercise.

The program delivered hundreds of millions of dollars in cost savings and at least $2 billion in revenue upside during a period of global economic crisis.

why it works

  • Options bought flexibility without paying full capital cost upfront.
  • Stochastic programming priced the trade-off between speed and cost.
  • Scenario and sensitivity analysis supported contract negotiations.
  • Hedging capacity protected revenue when demand surprised upward.
the payoffBuy options on equipment, not just equipmentclever

what transfers

When demand is volatile and lead times long, hedge capacity with options rather than committing early; forecast plus simulation plus stochastic programming prices the hedge.

what came after

Intel's work was named a 2012 Franz Edelman Award finalist (the award went to TNT Express that year); the Interfaces paper documents the velocity program's design and measured results.

references

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