This whole thing seems like a wrong take. I don’t think TMSC even registers Intel as competition these days.<p>Intel vs X is a tiny market. Most CPUs don’t go in x86 machines, and the chip companies choose fabs on so many more variables than just “nm”. Products pick chips on higher level stats than that: price, power, performance, features, footprint, heat, etc.<p>Consumers usually don’t know or care what CPU is in their device (phones, tablets, watches, doorbells, coffee mugs, etc). They pick for features, fashion, and product ecosystem.<p>And the cloud/data center market (maybe the last bastion of x86) only cares about price + performance per watt.<p>I think the only people who pay attention to this stuff are PC gamers, and they’re a niche within a niche. And even that is more of a Ford vs Chevy market of brand loyalty.<p>Maybe some market analysts use it to ding Intel, but I think that’s a minor detail in a much gloomier picture.