Why are TSMC & Qualcomm forecasting lower utilization/weaker 2014 - if Intel is going to do so badly against ARM in 2014.
Is it due to Intel buying into the space with 40 million low-priced Atoms? If so, can Intel continue to do this with 80 or 100 million lower-cost 14nm Atoms in 2015? What would this do to TSMC and Qualcomm (and every other ARM SoC vendor)?
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