It doesn't have anything do to with how large Intel is. They have clearly made a more aggressive hardware design which has more corner cases to break. The designs are broken and microcode can patch some variants of these side channels but the overhead is becoming a problem.
In this case it's not certain if microcode can address the problem but if it can't, disabling of SMT (hyperthreading) can be a significant cost for some workloads (well above 10% for things that haven't been specifically tuned to avoid cache misses, which is most software in my experience).