Who exactly would be responding to these alarm bells? If I'm making a chip I want to use the node that best fits my product. Might not even be the latest one.

Who exactly would be responding to these alarm bells? If I'm making a chip I want to use the node that best fits my product. Might not even be the latest one. But if they offer me 2x the memory destiny, 1.6x the logic density all at the same/lower power - I'll take it! Sure, the tracks are huge and I need a huge tall stack-up but that's not really my problem. I really don't care what marketing speak they use to refer to it. I have zero interest how long the gate is, I care about what chip I can make with this. And Intel can do what they want. Their fab offering is very uncompetitive.