Some things to emphasize:
OEMs (GM, Ford, Toyota, VW, etc) do not design components, and they do not want to. They design specifications for components, and then get suppliers to bid. This is great for efficiency in established ecosystems, not great for agility.
To my knowledge, GM did not cancel any chip orders, because GM itself had no chip orders (this is oversimplified). The suppliers cancelled chip orders.
For a 1st tier supplier to move to a different process/chip would also be difficult, because they do the same thing the OEM does - supply a specification, and get 2nd/3rd tier suppliers to bid on it.
A wholesale migration to a modern architecture is risky and costly.
Smaller process/feature size on a wafer is believed to be less resilient, for example to heat and vibration.
The risk to large automakers is that something goes wrong and they have to do a recall. The risk to up and comers (Tesla) is failure to grow. Also, Tesla has a small product line and absolute loads of cash.
If you were going to design a new car electrical architecture from scratch today, you would have something like a 40-60V system with a centralized controller (or pair of controllers in a safety redundant configuration).
Even with a largely cleansheet design, Tesla uses 12V because of the sheer ubiquity of 12V components.