TSMC is producing 28nm in volume now. With the small size of ARMed chips that is a huge increase in the rate of production of chips and at lower power consumption. At the last level, power consumption was mostly acceptable in every application. Now, power consumption should cease being a consideration. That’s what Intel hopes now that they are doing the same at 22nm but Intel still has power issues because of the wasteful x86 architecture and will have to go to 10 or 14 nm to catch up. Meanwhile, ARM is taking over the world of small cheap computers and is much stronger competition there than AMD ever was (about 20% share of units) on desktop and notebook PCs. Even with 22nm production expected in 2012, Intel will have x86 stuff ranging from 35 to 77watts TDP. Intel’s revenue from Atom has declined precipitously with the shift from netbooks to tablets.
The march of the small cheap computers continues to eat Wintel’s lunch while M$ and Intel try to ignore the swarm. The question is when not whether the picnic will be over.