Spectre is an ARM problem so every phone needs to be patched. The only vendor patching android regularly is Nokia.
AMD competes primarily with Intel and Nvidia, but has experienced major market share loss in recent years and now provides more economical solutions to the PC market. As AMD has fallen behind competitors, it has been forced to shift its strategy from acting as an integrated device manufacturer that designs, manufactures, and sells integrated circuit products to one that simply designs and sells them. This transition occurred in early 2009 when AMD spun off its manufacturing division that is now GlobalFoundries. For Intel, as cloud computing continues to garner significant investment, Intel's data center group will be an indirect beneficiary.