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And I'm more nimble than both because I'm fabless and designless.

This seems like a strategic drawback.

That puts them more at the mercy of their suppliers. Replace "nimble" with "not in control".

This seems like a strategic drawback.

Why? Plenty of chip companies are fabless. Apple is fabless, Nvidia is fabless.

Neither Apple nor Nvidia compete with TSMC, while Intel does

Intel competing with TSMC will not be a problem for Intel or TSMC until the chip shortage is well and truly behind us.

The argument was that being fabless is a strategically bad move. I don't see how Intel competing with TSMC refutes that? What am I missing here?