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They don't even take themselves seriously

I'd say they took themselves too seriously, and rested on their high margin laurels for too long

Intel makes desktop cards too

and they have more memory bandwidth (per dollar) and more VRAM per dollar

the trajectory looks good if they can just resist giving up early without seeing instant success

"just resist giving up early without seeing instant success"

Sounds like I've been doing life wrong.

What the hell is intel doing? I have been holding their stock for a few years now. Where is the moon?

Hoping to build chips for others as they open their foundry business up

ASML recently delivered their first high-NA lithography system to Intel. While TSMC is being more cautious, hesitating to commit to this very expensive machine. Intel's making a big bet, and it may (or may not) pay off. We'll probably know by the end of 2025.

Intel may end up back on top.

https://www.asml.com/en/news/press-releases/2022/intel-and-a...

https://www.datacenterdynamics.com/en/news/intel-receives-it...

https://www.tomshardware.com/tech-industry/manufacturing/tsm...

Intel, AMD, Apple?

Apple's not super relevant for a mass market OEM type of discussion.