Yes, but then there should be a higher level of urgency?

Urgency with what? You asked why TSMC has higher demand then Intel...

No, you have to read more of the thread to understand why I asked it.

> TSMC have red hot demand, it’s not hard to understand their urgency in setting up new fabs, wherever they may be. Intel don’t have the same incentive (...)

The issue is even if Intel builds these fabs it's not a guarantee they get the customers.

This is Intel's real problem.

They are also a competitor to many of their potential customers.

So, Intel needs to advance their foundry tech and they still may not get customers.

They set up a 3nm fab in the US in less than two years. That seems pretty urgent on TSMCs part...