[creshal]

The immediate winners will be Samsung and Globalfoundries, since they have wide arrays of foundries with different processes (including specialized ones for automotive/avionics grade components, dram, cmos sensors, etc.), spare capacities, existing customers with designs tailored to their processes, and extensive experience in helping customers getting their designs ported.

Intel is going to fight an uphill battle with all these issues, it's likely that TSMC the other competitors can expand capacity faster than Intel can convince customers to gamble on them.