> One of the reasons that Intel is falling so far behind is that they can't keep up with TSMC (and maybe others as well) on the fab side

Actually more that they bit way more than they could chew when they started the original 10nm node, which would've been incredibly powerful if they had managed to pull it right. But they couldn't, and so they stagnated on 14nm and had to improve that node forever and ever. They also stagnated the microarch, because Skylake was amazing beyond other (cutting corners on speculative execution, yes), so all the folowing lakes where just rehashes of Skylake.

Those were bad decisions that were tied to Intel not solving the 10nm node (temember tick-tock? Which then became architecture-node-optimztion? And then it was just tick-tock-tock-tock-tock forever and ever), and insisting on a microarch that, as time went by, started to show it's age.

Meanwhile AMD was running from behind, but they had clearly identified their shortcommings and how they could effectively tackle thme. Having the option to manufacture with either Global Foundries or TSMC was just another good decision, but not really a game changer until TSMC showed that 7nm was not just marketing fad, but a clearly superior node than 14nm+++ (and a good competitor to 10nm+, which Intel still is ironing).

That brings us to 2020, where AMD is about to beat them hard both on mobile (for the first time ever) and yet again on desktop, with "just" a new microarch (Zen 3, coming late 2020). The fact that this new microarch will be manufactured on 7nm+ is just icing on the cake, even if AMD stayed in the 7nm process they'd still have a clear advantge over Zen 2 (of course, their own) and against anything Intel can place in front of them.

That brings us to Apple. Apple is choosing to manufacture their own chips for notebooks not because there's no good x86 part, but because they can and want to. This is simply further vertical integration for them. And this way the can couple their A-whatever chips ever more tightly with their software and their needs. Not a bad thing per-se, but it will separate even more the macs from a developer perspective.

And despite CS having improved a lot in the field of emulation, cross compilers, and whatever clever trick we can think of to get x86-over-ARM, I think in the end this move will severely affect software that is developed multiplatform (this'd be mac/windows/linux, take two and ignore the other). This is some slight debacle that we've seen with consoles and PC games before.

PC, Xbox (can't remember which) and PS3 were three very different platforms back in 2005-ish. And while the PS3 held a monster processors which was indeed a "supercomputer on a chip" (for it's time), it was extremely alien. Games which were developed to be multiplatform had to be developed at a much higher cost, because they could not have an entirely shared code base. Remember Skyrim being optimized by a mod? That was because the PC version was based on the Xbox version, but they had to turn off all compiler optimizations to get it to compile. And that shipped because they had to.

Now imagine having Adobe shipping a non-optimized mac-ARM version of their products because they had to turn off a lot of optimizations from their products to get them to compile. Will it be that Adobe suddenly started making bad software, or that Adobe-on-Mac is now slow?

Maybe I got a little ranty here. In the end, I guess time will tell if this was a good or a bad move from Apple.