"That Intel has now delayed its 10nm process for close to three years should be of substantial concern to INTC shareholders and should be a source of optimism for those holding a stake in AMD, considering the two companies might be on equal footing in the process game for the foreseeable future. And yet, in the face of losing the competitive advantage in the fab business, Intel still hasn't begun production of 10nm processors. I don't see any way an objective observer could see this development as anything else other than a boost for AMD and a blow for Intel."
https://seekingalpha.com/article/4149162-amd-can-take-intel