They sell the full article which is why they aren't naming it in the public article. I suspect what they're saying is that the company has invested so heavily in getting to tapeout on Intel that it's too late to move their design to TSMC. To do that they would basically have to tape out again which would take the best part of a year even if they could get TSMC to agree to produce the chip, by which point they'd have missed the market.

The fact that the article teases an industry going through change makes me think it's probably a company that produces things for 5G. My money would be on Nokia.