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Agreed regarding potential upside.

The AMD vs Intel game is minuscule compared to the Intel vs TSMC vs Samsung game.

Intel doesn't have a great track record in contract mfg, but there is absolutely no reason this story can't change. Especially, if more subsidies arise in the future...

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The day Intel gets EUV 3nm fabrication running at 90% yield, all commitments to fabrication for other parties will be forgotten. Given the choice between producing a contract part for you to sell or super-fat margin Xeon Platinum Gentlemen’s Club Edition for them to sell, you can eat shit.

The contract fab push exists to keep 401k funds from divesting in the near term.

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