[tgtweak]

nvidia and amd have already signed contracts to use Intel's fab service (angstrom-class) so it's not unfathomable to consider. AMD did the same when they dropped global foundries and it could be argued that this was the main reason for their jump ahead vs intel.

They're all using ASML lithography machines anyway, so who's feeding the wafers into the machine is kind of inconsequential.

[sevenlake]

" amd have already signed contracts to use Intel's fab service"

Source requested, I follow this news closely and have not seen anything that AMD is using Intel's fab.

Nvidia praised their test chip and that indicates they might use Intel's fab. They have not definitively announced that either (https://www.tomshardware.com/news/nvidia-ceo-intel-test-chip...)

Amazon was using Intel Foundry for packaging, not fabrication. And Qualcomm was considering 20A (https://www.pcgamer.com/intel-announces-first-foundry-custom...) in 2021, but there was a rumor earlier this year that Qualcomm might not use it after all (https://www.notebookcheck.net/Qualcomm-reportedly-ditches-In...)

[wmf]

who's feeding the wafers into the machine is kind of inconsequential

If that was true Intel wouldn't be years behind.

[tambourine_man]

That’s a colossal overstatement. I suggest you checkout Asianometry on YouTube.

TSMC is in a unique position in the market and its integration with ASML is one of the chapters in this novel.