Intel never had smartphones to lose. Inetl can generate all the same advantages as amd by simply buying Chips from TSMC if they want (and they already do for some chipsets) so there is no operational disadvantage. Intel is already mostly caught up to amd and will be making significantly more per chip than amd very soon.
TSMC is competing for something Intel doesn't want to sell. Intel even when it was in the lead wasn't tabbing it's newest process for 3rd parties. You're declaring TSMC Victor in a game Intel never played. And in a handful of years if Intel gains back process advantages you will likely still declare them the loser for not playing the cutting edge fab for other companies game they don't want to play.
TSMC is not playing the same game Intel is, and in 2021 when by all accounts Intel was behind TSMC and and, they still managed to make similar profit to TSMC and laugh at AMD's inability to buy enough chips to make anything close to competition for either Intel or Nvidia.
Now they're also getting into graphics cards and have largely caught uP with amd designs. Their future is bright.
Intel has consistently tried to build a top tier GPU and failed year after year. Expecting them to suddenly break away from their history is extremely optimistic.
They're just starting to get into the business. It will improve. They don't have to have the best cards, they just have to compete in some segments from the start. It's all upwards from here.
That's the thing about experience - you keep accumulating it.
TSMC is competing for something Intel doesn't want to sell. Intel even when it was in the lead wasn't tabbing it's newest process for 3rd parties. You're declaring TSMC Victor in a game Intel never played. And in a handful of years if Intel gains back process advantages you will likely still declare them the loser for not playing the cutting edge fab for other companies game they don't want to play.
TSMC is not playing the same game Intel is, and in 2021 when by all accounts Intel was behind TSMC and and, they still managed to make similar profit to TSMC and laugh at AMD's inability to buy enough chips to make anything close to competition for either Intel or Nvidia.
Now they're also getting into graphics cards and have largely caught uP with amd designs. Their future is bright.