> TI doesn't have the capacity or knowledge to expand to Intel's size/capacity

I mean, they might if Intel were allowed to fail.

Much more likely that SMIC would, because TI isn't just 15 years behind; it also has the disadvantage of being in the US. See https://en.wikipedia.org/wiki/Semiconductor_industry_in_Chin... for a look at what it looks like where conditions are more favorable.