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To: engineer who wrote (72752)	12/4/2025 5:55:05 PM
From: Joe NYC	Read Replies (1) \| Respond to of 73044

Right? Intel is planning on using TSMC as a buffer, to allow Intel on onboard new customers, guarantee the wafer allocation to new customers, and use TSMC for spillover for Intel's own needs. TSMC should seriously call Intel bluff.

To: engineer who wrote (72752)	12/4/2025 7:57:10 PM
From: Joe NYC	Respond to of 73044

Let me just add (since I thought you were replying to my post about long term Intel capacity, but you were actually replying to my post about next 2 quarters). On that, you are also making a good point: Why should TSMC be providing Intel a bridge, to get over capacity shortage, if Intel openly admits (even boasts) that Intel will cancel this extra TSMC supply as soon as 2-3 quarters from now? Instead of TSMC offering this capacity to AMD, and by doing so, maintaining this revenue indefinitely, since AMD is not leaving TSMC... We will see how it eventually turns out. Maybe there is no tradeoff and TSMC does not have to choose one at expense of the other and can supply both without any limitations and the whole point is moot. But if there is a tradeoff, we may hear about it, perhaps from Intel, saying that revenue did not reach full potential because Intel was unable to obtain additional capacity.