Someone moved Intel's cheese, and they didn't go after it until it was too late.

Nobody is going to be switching their ARM-based chip provider from TSMC or anyone else (with whom they've only just built up enough trust) to even thinking of changing.

Without a track record of delivery, intel is just there to be used in leverage with price negotiations with TSMC.

There’s a lot of market for ARM chips. I can totally see the likes of Mediatek giving Intel an explore if the costs are right.