I've heard it claimed that the delays in Intel's new process node were mostly due to problems debugging the cobalt metal layers. If that's true I wonder if other players will avoid it for a bit? But the problems it solves will only get more pressing as feature sizes shrink so that might not be feasible.

My impression of Intel's process compared to most foundries is that they tend to have higher drive currents at a given node leading to faster switching speeds but also more restrictive design rules leading to lower practical densities then the standard cell size would predict. And making it hard for them to act as a foundry, though it's still possible. But my understanding at this level is tenuous and don't place too much weight on it.

And overall the general slowdown in Moore's law means that Intel's technology lead has less of a performance/price ramification.