Honestly, Intel has been up shit creek for a while now. No one big wants to use Intel’s fabs because they’re afraid that Intel’s design team will copy their homework.

Vertical integration has fucked Intel. TSMC’s fabs get all the important contracts from Nvidia, Apple, etc. And the massive client volume allows them to accelerate the evolution of their fab tech.

Intel needs to break their chip design business and fab into two separate businesses, otherwise it’s a continuation of the death march.

They do. That said, now that it’s really easy to mask whois data, I would argue that’s a less than perfect solution.