That part is clearly labled as speculation. Hs said "if the ARM manufacturers can get the process on-line ...."
When an author proposes an "if", they have the intention of taking the reader down the path of suggesting the outcome as credible. You seem to consider this guy as having reasonable or insightful arguments, but I certainly don't consider the notion that the foundries will beat Intel to 14nm with a more efficient process, as one of them.
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