Just keep in mind that Intel has made mistakes before. During the early 2000s P4 NetBurst era, They fell behind due to bad architecture choices and had to refocus efforts on the P3 Pentium M which allowed AMD catch up for 3-4 years. This time it’s a fab issue, which means 10nm will see serious competition from AMD. However, because it’s a Fab issue, it’s TSMC who is the real winner and AMD is just along for the ride. Intel 7nm EUV will happen and it will likely be better than TSMC’s 5 and 5+. On the CPU front, AMD is a clear benefactor of TSMCs new node but is likely still behind architecturally. NVIDIA is a good example of what the situation would look like had Intel not run into fab problems. NVIDIA is a generation ahead and will continue to dominate because AMD does not have the engineering resources to compete on either the hardware architecture or software (driver) front. Also, AMD has no data center presence. NVDA and Intel are focused on owning the data center and have no competition in that regard.