I read an interview with GlobalFoundries which talked about different process node characteristics. [1]
Who would really benefit from the 10nm process? Mobile SoCs, basebands/modems and AI chips. There has to be a high performance and low power requirement to justify being an early adopter of a new process.
Or intel aggressively misled fab customers about the progress of their 10nm efforts.
[1] https://www.anandtech.com/show/12438/the-future-of-silicon-a...