[paulmd]

Arguably in this sense their only competitors would be screwed even harder. The last non-TSMC GPU that AMD has released is based on GloFo 12nm/14nm, NVIDIA would actually be ahead with Samsung 8nm. Intel's only dGPUs are TSMC as well, they flatly don't have a product without TSMC.

[addaon]

I think Intel's advantage in this hypothetical is access to foundry space. Porting their current CPU designs from TSMC to their own foundry is non-trivial (although it can't be that hard -- their integrated graphics are fabbed on their own process, and share quite a bit with their discrete units), but at least having completed that effort they have somewhere to go, instead of fighting over what will be extremely over-subscribed Samsung fabs.