The thing is that Intel can't 'take foundry capacity'. Also remember that there are many other clients for TSMC's leading edge process. It's not only Apple and AMD. Are you saying that these will also be discarded so that TSMC can put itself in the position of basically being totally reliant on one historically unethical company that can also be a direct competitor?I certainly hope you're right. But think about it, Intel can toss a wrench directly into the heart of AMD by taking away their foundry capacity. That is one tempting play, and Intel has proven consistently they have zero ethics.