I am not an expert, but based on what I've read about this (my interest got sparked by the resurgence of AMD with Ryzen), Intel's vertical integration may actua

I am not an expert, but based on what I've read about this (my interest got sparked by the resurgence of AMD with Ryzen), Intel's vertical integration may actually even grow in importance. The processes developed by Samsung, GloFo and TSMC are all optimized for low-power designs required by mobile applications. There are far more phones out there and they're on a much faster upgrade cycle than desktops/servers, that's why foundries optimizing for mobile. This creates a problem for AMD because high power/freq Ryzen CPUs can't compete with Intel's if they're made on a node optimized for low power ARM cores.