Intel. They've made big noise about future GPU and compute products; We'll see if they're actually "competition" in this sector when they actually get released

Intel. They've made big noise about future GPU and compute products; We'll see if they're actually "competition" in this sector when they actually get released in competitive SKUs. Though many of those products may end up using TSMC too, but that's an option Intel have likely chosen for capacity/price/performance issues, rather than a hard requirement.