Intel Corp (INTC)

[ChipGeek]

Somebody at Tom's Hardware gets it:

http://www.tomshardware.com/reviews/medfield-krait-smartphone-mobile-soc,3117.html

It's long, but worth the read.

Summary:

Intel's SOC at 32nm is now equal to ARM at 45nm.
There are 2 areas of upside for both:

* Uarch performance:
ARM has to implement OOO from scratch, while Intel can simply upgrade from a Pentium baseline to a Core-like baseline.

* Process technology:
Intel's ramping 22nm now and can easily move SoC's there, while ARM is reliant on foundries to go to 32nm, some of which haven't mastered high-k technology like Intel has (and one of which is foregoing high-k completely).

Conclusion: Intel wins in 3 years. It's just a matter of time...