Intel continues to struggle on the manufacturing technologies front.  It has been now more than half a decade of troubles?  For a company so well managed from the financial side, it has been totally mismanaged from the manufacturing side.

Now with rumors that NVDA is very interested in buying ARM, it could be the catalyst for a very tough competitive field, leading to a lot of  troubles for Intel.  ARM now has very powerful chips. Apple's decision to go ahead with its own chips (powered by ARM cores) for all Apple products is a validation and a powerful endorsement to ARM technology.  An NVDA-ARM combo would be a new gorilla competitor to Intel.

Then there is AMD, it clearly will be the short-term winner of this delay by Intel.

Intel continues to be the gorilla in this sector, but for years, Intel has had competition that is nibbling at the fringes, this delay could open the flood gates as competitors see the opening widening.