We're talking past each other. HP isn't going to switch from Intel to TSMC because HP doesn't design CPUs. They make servers. Their vendor is going to be AMD no

We're talking past each other. HP isn't going to switch from Intel to TSMC because HP doesn't design CPUs. They make servers. Their vendor is going to be AMD not TSMC or Global Foundaries. You're saying Global Foundaries has fabs that make AMD's chips but I'm looking at it from a business/marketing perspective not who's making the hardware. The customer never sees a "Global Foundaries" label on the CPU, it's going to say AMD or Intel on it.