I would be hard pressed to find any "winners" in the semiconductor market at this point in time with a short-term horizon. For the long-term, I do believe that Intel is positioned to be one of the winners.
I guess it depends on how you define winners and losers. I find it very difficult to support the position that Intel is a winner right now.
From a shareprice point of view, I guess everybody is a loser right now. From a technology perspective, I have been following this industry for 20 years and I have never seen a company this far ahead of everybody else, technology wise. That's how I am defining "winner".