Here's why I think Intel could be in trouble long-term. These carefully selected and biased benchmarks aside, Intel has legitimate issues related to both process shrink and maintaining backwards compatibility with 32-bit (and even 16-bit in some cases) applications. Intel benefits from AMD using x86 due to ongoing licensing agreements between the two companies, and AMD benefits because Intel licenses x64 from Sunnyvale. If AMD was to start making ARM-based chips for Windows-based machines, it would introduce additional competition for Intel as well as competition for companies like MediaTek and Qualcomm (who are making ARM-based processors for Windows and Chrome OS alike). The advantage AMD has over Intel is the TSMC partnership. TSMC has the experience and facilities for ARM production, and even if Apple were to keep buying up the first year or two of a new process run, AMD could still stay ahead of Intel like they are now with 7nm Ryzen parts. Intel could make a switch to ARM themselves, but they would have to either outsource to a third party or retool their existing fabs to accomodate the new designs. Given that Intel can't even get everything on 10nm right now (fragmentation within the Intel product lineup right now rivals Apple at the end of Gil Amelio's run), expecting them to successfully transition to 7nm or smaller is a gamble under the best-case scenarios.