Im always surprised people forget that Intel exists and still has high performance nodes (just release panther lake on their newest node). They even have a plant in Ireland.

It's not that people forget that Intel exists, it's that they are effectively irrelevant to the foundry business.

> Becoming a meaningful customer of Samsung or Intel is very risky: it takes years to get a chip working on a new process, which hardly seems worth it if that process might not be as good, and if the company offering the process definitely isn’t as customer service-centric as TSMC.

TSMC is a reliable supplier and there are no doubts about conflicts of interest. The same cannot be said for Intel and Samsung. If Intel's AI chip business faces chip shortages (like what may already be happening), can their foundry be depended on to ship your chips?

No one wants to be the idiot who staked their future on Intel and then gets wiped out when Intel doesn't deliver.

No one forgets that. Intel will get some customers. It's inevitable because according to the article, TSMC had severely underestimated AI demand in 2023 and 2024 by not drastically increasing capex in those years.