Apple, ARM, and Intel
Intel has lost its manufacturing lead, but these changes are not permanent. There is a good chance TSMC stumbles as transistors shrink. Intel has a chance to catch up, but it seems like Intel has structural problems that prevent it from winning deals to manufacture third party designs. Relying on complete vertical integration doesn't seem like a winning business model anymore.<p>Perhaps Intel should buy GlobalFoundries or license Samsung technology to develop competency in building designs for other customers.