Interesting data, but the author is all over the place.
His first point was that performance doesn't matter for tablets, and that the battlefront is really all about cost. But towards the end, he changes his argument to process efficiency superiority - where strangely, he predicts that TSMC and Global Foundries will beat Intel to 14nm while having a more efficient process.
Weird. Clearly, misinformation is driving these analyses more than anything else, these days.
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