Intel never had a true monopoly over x86, there always was AMD and a few others who made x86 CPUs although it's only AMD these days. Yes, they had market dominance, but (similar to NVDA) in only one specific market: x86 CPUs.
Intel never managed to leverage its dominance in x86 CPUs into dominance in other markets though, and that is the key difference to the ultra-large companies I mentioned... yes, they did have ARM offerings (XScale, I 'member tinkering with an NSLU2 decades ago), they did have a cellular modem line (that failed and got sold to Apple eventually), they still do have the Intel Wireless lineup (which is pretty widespread but has a healthy competition), and they got a decent dGPU lineup that nevertheless is at, what, 1% of market share?
And that is what is screwing over Intel at the moment. The server CPU market is going down the drain, gaming consoles went to AMD, Apple is completely lost as a customer (thanks to Intel's various fuckups) and consumer device demand is shifting to phones where Intel has absolutely zero presence. And on top of that their fabs have fallen way behind plan - to think of that Intel has to go to TSMC? How far the mighty has fallen.
Intel never managed to leverage its dominance in x86 CPUs into dominance in other markets though, and that is the key difference to the ultra-large companies I mentioned... yes, they did have ARM offerings (XScale, I 'member tinkering with an NSLU2 decades ago), they did have a cellular modem line (that failed and got sold to Apple eventually), they still do have the Intel Wireless lineup (which is pretty widespread but has a healthy competition), and they got a decent dGPU lineup that nevertheless is at, what, 1% of market share?
And that is what is screwing over Intel at the moment. The server CPU market is going down the drain, gaming consoles went to AMD, Apple is completely lost as a customer (thanks to Intel's various fuckups) and consumer device demand is shifting to phones where Intel has absolutely zero presence. And on top of that their fabs have fallen way behind plan - to think of that Intel has to go to TSMC? How far the mighty has fallen.