I do wonder at what point Intel will no longer be able to function being the sole source of products running through their own fabs. Companies like TSMC can am

I do wonder at what point Intel will no longer be able to function being the sole source of products running through their own fabs. Companies like TSMC can amortize the cost of fab construction and process development over a much larger swath of the electronics industry. Combined with the fact that Intel no longer has Apple as a customer for new products, they could be facing enormous change by 2030. AMD couldn't support their own fab, and I think that's still a risk factor (albeit much smaller than it was for AMD) for Intel if the cost of new fabs keeps going up by factors of 10 or more every generation.