Cisco are also getting stung at the latest node. For their new line of Silicon One switch/router chips they decided to ditch their usual fabless partner (Broadcom?) and go direct to the fab (I think it's Samsung but not sure - doesn't really matter anyway). They did this to save money and also with the intention of producing their own merchant silicon to directly compete with Broadcom's. This would have been a great plan if there hadn't been a major 7nm capacity problem which resulted in the smaller players, such as themselves, not getting the wafers they need. I don't think there are any public reports of anyone using Silicon One yet (except Cisco themselves) but this won't help them win any orders.

The car industry might have something to do with it also but it's by no means the only cause of Cisco's concerns.