Even *IF* Intel reaches parity with TSMC (which seems unlikely...), Intel doesn't have much experience with external customers (like Apple, Qualcomm, AMD, NVidi

Even *IF* Intel reaches parity with TSMC (which seems unlikely...), Intel doesn't have much experience with external customers (like Apple, Qualcomm, AMD, NVidia) like TSMC does. Even if we magically wave a wand and give Intel next-generation lithography today, they still don't have the capabilities to take orders from customers and translate them to designs. ----------- Its not Intel who needs to catch up to TSMC. Its a 3rd party fab like GloFo who needs to catch up for USA to recapture that market share. I'm happy that GloFo is getting some scraps and investment from this CHIPS act, its the right move. But I have my doubts that we'll reach the technological level of TSMC / Taiwan any time soon. But whatever we get its still better than nothing.