What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?
I see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.
They were pretty open about this on some earning calls and how do I see it?
I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc