Ok, that's about Intel's "custom fab" business, which would indeed compete with TSMC. When I was there, that didn't exist AFAIK, they just made their own chips

Ok, that's about Intel's "custom fab" business, which would indeed compete with TSMC. When I was there, that didn't exist AFAIK, they just made their own chips, so I wasn't aware of this (as I said, I haven't kept up much with that company since I left).