$ASML Holding (ASML.US)$$Intel (INTC.US)$$Taiwan Semiconduct...
It is unrealistic for Intel's new CEO to contract manufacture chips for Apple at present, as TSMC has advantages over Intel in both manufacturing process and yield. However, there is still a possibility for Intel to overtake TSMC in the curve. The hope is that the High NA EUV will be delivered in 2023-2025. If Intel gets the High NA EUV lithography machine earlier than TSMC and ASML is supplied to Intel first, then it is indeed possible for Intel to overtake TSMC below 3nm node. If that were to happen, it would be no surprise that Apple would hand over chip orders to Intel. Until High NA EUV is mass-produced, TSMC's dominant position is unassailable.
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102067962 : It will take some time for Intel to overtake. Intel has never in foundry business. They probably good at their own product, but to run multiple products at one manufacturer line, not as easy as it is just running their own product. We shall see how long for Intel to be able to produce with high yields.