Actually, Intel's fab's are becoming their crown jewel. The whole "5 nodes in 4 years," where they tried to catch up with TSMC pretty much worked, which is why the stock originally rocketed up by 5x a few months ago. They aren't far behind TSMC now.

But, they still don't have many external customers for the fabs. Intels fab revenu is something like a tenth of TSMC's. Although, it'll probably grow year by year if they continue to match the capabilities of TSMC's chip processes.