1. Intel have a deal with TSMC to allow TSMC to fab Atom silicon for custom SoC solutions. 2. Intel is way ahead of other fabricators - die size alone isn't the

1. Intel have a deal with TSMC to allow TSMC to fab Atom silicon for custom SoC solutions. 2. Intel is way ahead of other fabricators - die size alone isn't the only metric, there's things like powergating which Intel are way ahead on. They're about 1 year ahead. You also can't compared process sizes between fabricators, because they're not the same. 6. Only relevant for non-CPU / memory bound stuff - ARM's still very poor on float throughput and memory bandwidth (bus size is crap and still only 32-bit access to memory), so it'll only be things like VMs and webservers that use them for power consumption. It'll probably hurt AMD more. They still can't get their 64-bit stuff going, they're trying to do PAE (Physical Address Extension), and we know how well that worked on Intel's P4...