If you really think about it, why would Intel bother with Foundry business which has a relatively modest profit margin that would not support Intel's independent R&D effort and would actually be a "self-goal" that would reduce it to the level of IDMs who could not keep up. So INTC is not just going after the Foundries who build the SoCs for Smartphones but the Fabless chip design companies right here in the US who have been maintaining a 30 % + profit margin. This requires convincing the system builders to switch from ARM to X86 once Windows 8 comes out ( revive the old Wintel duopoly of PC days ? in this case Android would be like CP-M and xxx like Zilog Z80 that used to dominate before 8086 ).
Yeah, it was supposed to be a big deal to design with Atom cores on TSMC processes.
I guess even Qualcomm when hard pressed for 28nm capacity for Snapdragon would still rather help others bring up 28nm processors than switch to Atom-based designs.
I agree with what Dylan mentions. Foundry gives Intel the edge towards pushing Atom. Consumer demand is there and if ARM based devices cannot feed in to this demand due to lack of foundry support then Intel gets what it wants.
I remember some years ago, Intel ported some Atom-related libraries to TSMC. What is the status of the transfered information? Is it practically useless?
It reminds me having Intel as a foundry may make it harder to switch other foundries, due to more restricted control on the libraries from Intel, being derived essentially from Intel's competitive process technology. I am sure most foundry customers still want this freedom.
Is there room for Intel to use its foundry muscle as a strategic initiative to push Atom? In other words, what if Intel said: Use Atom for your applications processors and we will build your chips for you (for a small fee, of course)?