Intel has been a customer of TSMC on the small-time stuff for a while now, if you consider the fact that they acquire companies that do business with TSMC (incl

Intel has been a customer of TSMC on the small-time stuff for a while now, if you consider the fact that they acquire companies that do business with TSMC (including Altera). However, the leading-edge customer relationship is very new[0]. I read it as a form of defense against AMD in the short term (pricing power and availability) and against Apple in the long term (x86 vs Apple Silicon). [0] https://www.tomshardware.com/news/intel-to-outsource-some-key-cpu-production-for-2023-chips https://www.tomshardware.com/news/intel-to-outsource-some-ke...