Intel is struggling because of their struggles with 10nm. Apple and AMD are not because TSMC has pulled off 7nm. Architecture matters, but process node matters a lot too.
Intel is struggling because of their struggles with 10nm. Apple and AMD are not because TSMC has pulled off 7nm. Architecture matters, but process node matters a lot too.
They compounded their problems by essentially stopping microarchitecture development on 14nm, which is why eg. their laptop processors still don't support LPDDR4, and they're still shipping basically the same CPU core they released in 2015. Coupling microarchitecture and fabrication development has at times been an advantage for Intel, but for the past few years it's been a huge mistake, and they've promised changes to their design processes so that they don't get stuck like this again in the future if fab advances aren't ready when new microarchitectures are.
TSMC naturally doesn't have this problem, because they're a pure play foundry. Their customers have to each make their own bets on when new fab processes will be truly ready, and how well they will perform in practice.
But it's a brittle model, if a company screws up a node and is too messed up to handle the failure gracefully, as Intel is doing with their "10nm", no doubt with pride as a factor. And it's not uncommon for institutions to permanently lose abilities, I'm not counting on Intel succeeding with their "7nm" node.
On the third hand, we're now down to 2-3 high end CPU fab companies, Samsung, TSMC, and maybe Intel. That also can be a brittle thing.