He reckons that TSMC may be behind a Reuters storyette which pitched the Taiwanese foundry against the American IDM.
As Mark O points out, TSMC does not compete with Intel because it is a pure play foundry. But, he also notes, TSMC is being refused permission to go to the mainland with high level tech it's already got on the ROC while if the China Intel fab reports are true, that factory will use stuff that TSMC can't. µ