Maybe you are right, without mobile and Arm, TSMC would not have had nearly the same resources to beat Intel.
And Intel might have recovered way faster after the 10nm fiasco.
It’s hard to say, because Intel failed in large degree because of arrogance, and that would definitely not have been less if they had captured mobile too.
I think if somehow Intel was able to dominate mobile, I feel like they would have a lockhold on the industry.
Maybe you are right, without mobile and Arm, TSMC would not have had nearly the same resources to beat Intel.
And Intel might have recovered way faster after the 10nm fiasco.
It’s hard to say, because Intel failed in large degree because of arrogance, and that would definitely not have been less if they had captured mobile too.