Its very possible, perhaps even likely, that Intel may profit more from the replacement of impacted chips, then it will lose settling various class action cases it faces. Its questionable if Intel's competition can or will grow manufacturing capacity such that Intel faces a real competitive threat.
It isn't that Intel is too big to be allowed to fail. Its that Intel is actually too big to fail; and that does not provide them the right incentives where product safety and quality is concerned in my opinion.