What would yo expect an ARM CEO to say? Talk is cheap but 5 billion dollar fabs are not.
Arm is fabless and sells designs.
The companies buying those designs, like Qualcom, are in severe danger from the coming attack from Intel. Yeah sure--talk talk big just like AMD used to. AMD is now ROADKILL!
Those Fabs from Intel will make things very difficult for competitors.
Intel will soon be making 14 nm chips in them and one way or another, those chips will end up all over the planet.
The issue as to whether Apple or Samsung use Intel chips in phones will become increasingly irrelevant. You see, there are other phone makers in India, China, Europe, and in America that will use the Intel chips in smart phones and those phones will take market share.
ARM greatly misjudged the importance of advanced manufacturing - they where fully convinced Intel would not be able to catch up and now they are in panic mode.
The statement made by Gus that increasing process complexity would only impact Intel (but not the foundries) is probably the most stupid statement and it reveals how little this guy understands.