Your list is skewing toward Amazon, but point well taken. If you include Google and Microsoft, they're all chip-designers as well because they can simply license ARM's designs. Imagine if Netflix decided to hire chip designers. All that's left is fabrication and Intel is exiting that.
There is no way Intel is going to exit fabrication.
They're using TSMC out of necessity, not desire. Intel's fabs are integral not only to their success and profits, but to the infrastructure of the United States itself. We simply cannot allow all CPU fabrication to be offshored, especially when most of it is close to China (Taiwan / TSMC). Samsung is too busy pumping out smartphone / tablet CPUs and NVIDIA's GPUs, so even if Intel wanted to use them, there's not enough capacity.
Intel is going to have to get their shit together, not just for their own sake, but for strategic manufacturing security interests of the United States as well.
I think it's important to point out that the US has plenty of silicon fabrication plants. They just don't produce the cutting edge 3nm chips, instead they focus on the older chips that make up the bulk of the market. Silicon chips are still the fourth largest American manufacturing export.
Given the expensive involved in bleeding edge manufacturing and the comparatively low volumes of sales, the consolidation of manufacturing capacity is not really surprising.
Netflix runs on AWS, and even if they didn't, I would seriously question their management if they decided to hire chip designers. There's something to be said about being focused and not trying to do everything in-house, or specializing where it makes sense to do so.
Yes. Netflix sells content. Any savings they make on the tech-stack side is going to need to be shared with the companies that they are buying content from.
It makes much more sense for them to focus on making content than making ARM chips.
Why wouldn't they? Maybe not the best of the best of chip designers, but sure, at least a half decent one. Just so you know what kind of chip would be perfect for the kinds of workloads that you have, without divulging secrets to anyone else, all so that you can find the best value for money out there in the market. Honestly, if you didn't do this, I would probably consider you incompetent.
